Epstein File EFTA00598164: Professional and Treat (DS9)

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Epstein File EFTA00598164: Professional and Treat (DS9)

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This document contains guidance on handling donor-advised funds and foundation financial classification. It discusses the importance of consulting professional advisors regarding tax and legal matters, and recommends a conservative approach to treating certain funds as donor-advised pending additional guidance. No specific individuals, dates, or financial amounts are identified in the excerpts.

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professional treat

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Excerpt 1

The information is not a substitute for expert legal, tax or other **professional** advice and we strongly encourage grantmakers and donors to work with their

Excerpt 2

Community foundations should work with their **professional** advisors to determine the best approach for handling the classification of these funds.

Excerpt 3

Without clear guidance, the conservative approach is to **treat** these funds as donor-advised until additional guidance is provided.