Sullivan
Microsoft has discontinued support for Internet Explorer. To access the Sullivan website, please install a modern browser like Microsoft Edge or Google Chrome.
Care and Feeding of a Private Foundation in a Family Office
When: April 14, 2025
Location: Boston Bar Association
People: John K. Graham

John Graham spoke on a panel discussion titled "Care and Feeding of a Private Foundation in a Family Office" at a CLE online program sponsored by the Boston Bar Association on April 14, 2025.

The presentation walked through the selection, starting and running of a private foundation as part of a family office. The panelists discussed the role a private foundation plays in the family’s overall philanthropic plan, how it works in relation to DAFs (Donor Advised Funds) and other charitable entities, the operations of a foundation, focusing on compliance with regulations, and real stories of private foundations as a multigenerational tool.