Assessing Your Private Foundation’s Minimum Distribution Requirement (MDR) Environment

Thursday, November 17, 2016 • 11:05 - 11:25 AM

How are you managing your minimum distribution requirements? Do you know what it will take to reduce your excise tax burden to the lower 1% rate? Join us as we demonstrate our Private Foundation Planning Analysis tool which is capable of peering up to 20 years in the future to help you better manage MDR as your investment and donor mix evolve.

Location : International Ballroom East