OCF Fall Philanthropy Forum Series – UPMIFA Tour 2019

Earn CE and learn what advisors, nonprofit board members and staff need to know about UPMIFA.

Strengthen your practice and offer greater value to your clients with in-depth knowledge of the Uniform Prudent Management of Institutional Funds Act (UPMIFA). The act created a new landscape for the administration of charitable endowments. Knowledge of UPMIFA allows you to provide clients with valuable guidance, ensure fiduciary duties are fulfilled, maintain proper records and honor donor intentions through plan design.

In this Philanthropy Forum Mary Lago and Jeff Thede will explore the useful guidance provided by UPMIFA as it relates to:

  • The standards of conduct in managing and investing funds
  • Factors to consider in determining an appropriate spending rate
  • Limiting liability through proper delegation
  • Releasing or modifying gift restrictions

UPMIFA Tour 2019

This event is open to attorneys, wealth managers and financial planners.