Salk Institute Tax and Management Seminar for Private Foundations

03/04/2015

Registration is open! Join us in sunny San Diego for the latest developments in foundation tax law, management, finance and govenance. http://www.salk.edu/taxseminar2015/

06/14/2014

The Salk Institute is proud to announce that Conrad T. Prebys has made a generous gift to the institute in support of our scientific research. Join us in thanking him for his investment and commitment to scientific discovery
http://bit.ly/1oZAkQR

03/25/2014

Thinking about attending this year's Tax and Management Seminar at the Salk Institute? The Keynote Speaker is Charlotte Jones Anderson ...often called the "Most Powerful Woman in Sports"! http://bit.ly/1ixDRlq

Selection Sunday is here, the start of college basketball’s march toward the Final Four next month in Arlington. And, once again, Charlotte Jones Anderson is leading the parade.

02/07/2014

Here is the presenter line-up for the 42nd Annual Institute-
Time Topic
WEDNESDAY May 14th
7:45AM-8:45AM Registration & Breakfast
8:45AM-9:35AM Current Developments| Part 1 Suzanne McDowell
9:35AM-10:30AM Foundation Acceptance, Ownership and Management of Unusual or Exotic Assets Michael Bourland
10:30AM-10:40AM Break
10:40AM-12:30AM Dealing with Aged, Disturbed and Just Plain Difficult Co-Trustees Doug Freeman, Lee Hausner
12:30-1:30PM Lunch
1:30PM-2:30PM Keynote Charlotte Jones Anderson
2:30-4PM Panel Q&A Suzanne, Michael, Paul, Doug, Lee,E.K.
THURSDAY May 15h
7:30-8:30AM Registration & Breakfast
8:30-9:30AM Current Developments |Part 2 Suzanne McDowell
9:45-10:35AM Integrating ESG/Impact Investing into Your Portfolio Tony Werley
10:35AM-10:45AM Break
10:45AM-11:35AM Foundation Governance: Navigating the Maze of Jeopardy Investment, UPMIFA and UPIA Rules Michael Bourland
11:35AM-12:30PM 5 Myths and 4 Frontiers for Program-Related Investment
12:30PM-1:30PM
1:30PM-2:30PM Reviewing Your Grantees Form 990 & Other Materials Patty Mayer
230PM-2:45PM Break
2:45PM-3:15PM Scientist Janelle S. Ayres
3:15PM-3:45PM Scientist Terrence J. Sejnowski
3:45PM-4:15PM Scientist Inder M. Verma
5PM-6:30PM
6:30PM-9:30PM
FRIDAY MAY 16TH
7:30-8:30AM Breakfast and Registration
8:30-9:45AM Paying Family & Other DPs for Services - Direct or Backdoor Paul Dostart
10:00-11:00AM Scarcely Self-Evident Self-Dealing: Federal & State Victoria B. Bjorklund
11AM-12PM What’s Hot - Equivalency Determinations, Repositories, Revocations and Reinstatements Patty Mayer

05/13/2013

http://www.salk.edu/taxseminar2013/

03/18/2012

This is the PowerPoint for my March 14, 2012 Presentation.

Addresses fixing and defending the compensation of private foundation trustees and managers.

01/12/2012

Register here: https://www.kintera.org/AutoGen/Register/ECReg.asp?ievent=1005508&en=pkLRL0NQKfIML7OSLdLMJ5OLIkI7KiPWLkLWKgOSKcJVJ8NSKyE

01/10/2012

Hotel reservations here: https://shop.evanshotels.com/lodge_groups/salk_ins1203798.html

Welcome Salk Foundation Seminar attendees to The Lodge at Torrey Pines. Experience authentic turn-of-the-century charm and grace integrated with all the modern amenities you would expect from a world-class resort. Celebrating an inspired era and a fabled location, the Lodge at Torrey ...