Leading Together
Annual Conference | Dallas, TX | April 23-26, 2017

All Programming

 





  • All Days

  • Monday, April 24

Monday, April 24

3:15 p.m. - 4:00 p.m.

Learning Lab: Can Foundations Influence Legislation Without Incurring Tax or Jeopardizing Exempt Status?


Tower Mezzanine Foyer, Mezzanine Level

Foundations must adhere to a set of rules and regulations governing their activities and transactions. If they run afoul of certain prohibited activities or, in the case of public charity foundations, exceed certain limitations - such as lobbying or attempting to influence legislation - they may be subject to excise taxes on taxable expenditures. Join Moss Adams and Silicon Valley Community Foundation for a discussion about what activities foundations can and cannot be a part of.

Supported by Moss Adams, LLP

Speaker(s): Wendy Campos, Tax Leader, Foundations and Exampt Organizations, Moss Adams LLP; Gina Dalma, Special Advisor to the CEO and Vice President of Government Relations, Silicon Valley Community Foundation; Elizabeth Dollar, Partner, Foundations and Not-for-Profit Services, Moss Adams Foundation

3:15 p.m. - 4:00 p.m.

Learning Lab: Can Foundations Influence Legislation Without Incurring Tax or Jeopardizing Exempt Status?


Tower Mezzanine Foyer, Mezzanine Level

Foundations must adhere to a set of rules and regulations governing their activities and transactions. If they run afoul of certain prohibited activities or, in the case of public charity foundations, exceed certain limitations - such as lobbying or attempting to influence legislation - they may be subject to excise taxes on taxable expenditures. Join Moss Adams and Silicon Valley Community Foundation for a discussion about what activities foundations can and cannot be a part of.

Supported by Moss Adams, LLP

Speaker(s): Wendy Campos, Tax Leader, Foundations and Exampt Organizations, Moss Adams LLP; Gina Dalma, Special Advisor to the CEO and Vice President of Government Relations, Silicon Valley Community Foundation; Elizabeth Dollar, Partner, Foundations and Not-for-Profit Services, Moss Adams Foundation