What to Know Before Joining a Nonprofit Board When: November 17, 2020 Hosted By: Pennsylvania Institute of CPAs People: Richard S. Caputo
Nonprofit Organizations: How To Avoid Common Errors & Strategies To Minimize Risk When: September 25, 2019 at 8:00am – 11:45am Hosted By: Fox Rothschild LLP Location: Fox Rothschild LLP People: Richard S. Caputo
Nonprofit Organizations: How To Avoid Common Errors & Strategies To Minimize Risk When: April 10, 2019 at 8:00am – 11:45am Hosted By: Fox Rothschild LLP Location: Fox Rothschild LLP People: Richard S. Caputo
Common Legal and Operational Errors Made by Nonprofits When: October 26, 2017 at 11:40am – 12:30pm Hosted By: RKL Location: DoubleTree Hotel People: Richard S. Caputo
Strategies for Not-for-Profit Organizations to Minimize Risk When: June 8, 2017 Hosted By: Baker Tilly Location: Philadelphia Cricket Club People: Richard S. Caputo
The 15 Most Common Errors Made by Nonprofit Organizations When: June 7, 2017 Hosted By: Withum Location: Renaissance Woodbridge Hotel People: Richard S. Caputo
Traps for the Unwary: Using Charitable Trusts in Estate Planning When: May 11, 2017 Hosted By: Estate Planning Council of the Lehigh Valley Location: Saucon Valley Country Club People: Richard S. Caputo
Soliciting Gifts Outside of PA: What Should We Know When: February 15, 2017 at 3:30pm Hosted By: Association of Fundraising Professionals Berks Regional Chapter Location: Alvernia University Upland Center People: Richard S. Caputo
Mergers and Reorganizations of Nonprofit Organizations When: November 1, 2016 at 10:50am – 11:40am Hosted By: RKL’S 2016 Not-For-Profit Seminar Location: RKL LLP People: Richard S. Caputo
Don’t Get Left in the Dark: Common Errors and Issues Encountered by Nonprofit Organizations When: November 12, 2014 Hosted By: Bryn Mawr Trust Wealth Management Division People: Richard S. Caputo
Nonprofit Governance Seminar When: February 20, 2013 Hosted By: United Way of Chester County Location: Bentley Systems, Inc. People: Richard S. Caputo
Professional Education for Tax Professionals When: June 7, 2012 Hosted By: Primepoint Technology People: Ian D. Meklinsky, Michael S. Goodman, Michael J. Kline, Richard S. Caputo
The ABCs and 123s of Nonprofit Organizations When: February 16, 2012 Hosted By: Association of Fundraising Professionals Berks Regional Chapter People: Richard S. Caputo
Partnership for Philanthropic Planning of Greater Philadelphia 2011 Planned Giving Day Conference When: October 26, 2011 Hosted By: Partnership for Philanthropic Planning of Greater Philadelphia Location: The Union League People: Richard S. Caputo
The ABCs and 123s of Nonprofit Organizations When: October 19, 2011 Hosted By: Fox Rothschild LLP People: Richard S. Caputo
The ABCs of Charitable Trust Administration When: June 1, 2011 Hosted By: Fox Rothschild LLP People: Richard S. Caputo
ABC’s of Tax Exempt Organizations When: February 3, 2011 Hosted By: Lancaster Bar Association Location: 28 E. Orange Street People: Richard S. Caputo
2010 PBA Wealth Management & Trust Conference & Exhibition When: October 27, 2010 Hosted By: Pennsylvania Bankers Association and Pennsylvania Bar Institute Location: Hershey Lodge & Convention Center People: Richard S. Caputo
Sound Judgments, Smart Decisions: An Organizational Perspective for Senior Nonprofit Leadership When: September 21, 2010 Hosted By: Fox Rothschild LLP Location: Philadelphia Country Club People: Richard S. Caputo
2010 Certified Trust and Financial Advisor (CTFA) Continuing Education Seminar When: May 26, 2010 Hosted By: Fiduciary Education Foundation Location: The Harrisburg Hilton People: Richard S. Caputo
Planned Giving: Charitable Trusts or Donor Advised Funds When: October 28, 2009 Location: The Union League People: Richard S. Caputo
Charitable Trust Administration: Common Errors that Could Lead to Surcharge When: June 16, 2009 Hosted By: PBA School of Fiduciary Services, Investments & Wealth Management People: Richard S. Caputo
Estate Planning with Charitable Trusts: Traps for the Unwary When: May 21, 2009 Hosted By: Fiduciary Education Foundation Location: The Harrisburg Hilton People: Richard S. Caputo
The Changing Face of Philanthropy When: March 24, 2009 Hosted By: Montgomery County Estate Planning Council People: Richard S. Caputo
Estate Planning with Charitable Trusts: Traps for the Unwary When: November 6, 2008 Hosted By: The Committee of Banking Institutions on Taxation’s 39th Annual Fall Tax Day People: Richard S. Caputo
Estate Planning with Charitable Trusts: Traps for the Unwary When: November 6, 2008 Hosted By: Committee of Banking Institutions on Taxation’s 39th Annual Fall Tax Day People: Richard S. Caputo
Charitable Trust Administration: Common Errors that Could Result in Surcharge When: October 30, 2008 Hosted By: 2008 PBA Wealth Management & Trust Conference Location: Hershey Lodge and Convention Center People: Richard S. Caputo
Charitable Trust Administration: How to Avoid Surcharge When: May 21, 2008 Hosted By: 11th Annual Fiduciary Education Foundation Continuing Education Seminar Location: Harrisburg Hilton People: Richard S. Caputo
Using Charitable Trusts in Estate Planning: Traps for the Unwary When: May 7, 2008 Hosted By: Pennsylvania Bar Institute’s 2nd Annual Estate Law Institute People: Richard S. Caputo
Donor Advised Funds: After the Pension Protection Act When: May 6, 2008 Hosted By: Third Annual Univest Foundation Planned Giving Seminar Location: PineCrest Country Club People: Richard S. Caputo