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Foundation leaders brush up on tax laws and foundation management at the 42nd annual Tax Seminar for Private Foundations

From left to right: Meredith Counce, Sam Pfaff, Clodagh O’Shea, William Brody, Charlotte Jones Anderson, Ronald Evans, Rebecca Newman, Inder Verma

A series of nationally known lecturers and authors provided insights on foundation law, management, finance and governance on May 14-16 at the Salk Institute’s 42nd annual Tax Seminar for Private Foundations. Sixty foundation leaders from across the country were in attendance at the event, which was held at the Lodge at Torrey Pines.

“Beyond the excellent presentations and La Jolla’s summer-like weather, the conference offered several special events,” notes tax seminar chairman Edwin Hunter, president of Hunter, Hunter & Sonnier, LLC.

From left to right: Elaine Marshall, Susie Spanos, Pierce Marshall, Charlotte Jones Anderson

Many community members joined seminar participants for the keynote address by Charlotte Jones Anderson, executive vice president of the Dallas Cowboys and chair of NFL Charities. Her presentation, titled “How passion and compassion have shaped the Dallas Cowboys,” focused on the synergy between the private philanthropy of the Jones family and the Dallas Cowboys brand, offering a fascinating perspective on philanthropy as a dynamic part of a family business.

Attendees also heard scientific updates from Salk scientists Inder Verma, Janelle Ayres and Terrence Sejnowski. Dr. Peter Salk, son of Institute founder Jonas Salk, spoke about his father’s legacy and the global impact of his work.

“The seminar continues to be an extremely useful forum for trustees to learn about the latest developments in tax law and to interact with tax experts and foundation peers,” says Rebecca Newman, Salk’s vice president of external relations. Whether covering the complexities of changes in tax law or offering new ideas and perspectives, the seminar provides a wealth of resources for foundation leaders.