Trust Advisor Training Podcast

Week #12 - Implementing Foundations


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See the Video Recording here: https://us02web.zoom.us/rec/play/opo_XbHZRUjyHkznh_Etz_gGbnK2rkDuYCp_voR0nfqcgcHIw-yF-h2uFWOLtNrKEbnrFm2u_SyDgE-U.LVEOtS-tnPVN9bTV?autoplay=true&startTime=1663084959000

Access the Transcript here:
https://otter.ai/u/2dG_7p_SSAIhSysbF-J4oYz27gI

Business Trust Instructions: https://docs.google.com/document/d/1GpBM9waRMhfbfvEaarBrudtbrkYlSDg2wiPeeavpp4k/edit

Form 1023 Example & Instructions: https://www.irs.gov/pub/irs-prior/f1023--2017.pdf

Life Cycle of a Private Family Foundation: https://www.irs.gov/charities-non-profits/private-foundations/life-cycle-of-a-private-foundation

GD Sanford Foundation (Example Foundation Website): https://GDSanfordFoundation.org

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Trust Advisor Training PodcastBy Abundance Group Trust