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2022 72nd Midyear Conference

M14 - Advising Your Company’s Charitable Foundation – A Primer for the In-House Tax Executive

Mar 21, 2022 3:45pm ‐ Mar 21, 2022 4:45pm


This session will assess the primary issues that arise when advising a company's in-house charitable foundation, as well as other non-profit issues that may arise.

Learning Objectives:
  • Identify major tax risks in advising a company's charitable foundation
  • Understand the unique tax issues arising when a company involves itself with a non-profit
  • Properly advise their employer and the charitable foundation on how to address the relevant tax issues.


  • Mr. Marcus S. Shore, Vice-Chair, TEI's Federal Tax Committee | Dominion Energy Services, Inc., Dominion Energy Services, Inc.



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