Brad Bedingfield to Co-Present "Proposed DAF Treasury Regulations: What This Means for Advisors"

January 16, 2024
January 16, 2024
1:00 PM EST

Brad Bedingfield, chair of the Nonprofit Group at Hemenway & Barnes, will present alongside Foundation Source's Chief Legal Officer Jeffery Haskell at the Foundation Source Webinar, "Proposed DAF Treasury Regulations: What This Means for Advisors" on Tuesday, January 16th at 1:00 PM.

About the Webinar:

Join us for a rare opportunity to hear from two leaders in the tax-exempt space who will be giving a brief update on some proposed regulations that may affect your decision between a private foundation and donor-advised fund.

Key takeaways from this discussion will include:

  • A brief overview of the proposed regulations
  • The potential to restrict common DAF structures
  • The impact for how advisors are compensated among other changes

Brad Bedingfield

Brad assists private foundations and public charities with navigating complex tax regulations and procedures, including receipt and disposition of complex charitable gifts and participation in innovative forms of impactful philanthropy.


New Proposed Donor-Advised Fund Regulations May Broaden DAF Treatment, Chill Donor Involvement, and Threaten Tax Deductions

Continue reading for highlights from the Proposed Regulations that might affect current DAF holders and structures including: - Ability to Use Compensated Personal Investment Advisors for DAFs Effectively Precluded - Definitions of Donor-Advised Fund, Donor, and Donor-Advisor - Taxable Distribution Rules - Potential Threat to Income Tax Deductions - Applicability