Matthew Dana

Partner, Estate, Trust & Wealth Preservation Practice Group

Quarles & Brady LLP

Jodi Patt Pellettiere

Partner, Tax Exempt Organizations Practice Group,

Program Description:

Jodi Patt Pellettiere and Matt Dana,

provide an overview of private foundations,

public charities, provides donor advised funds,

and supporting organizations, including the

advantages and disadvantages of creating

each as a giving vehicle for donors. Both tax

consequences and practical considerations