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EFTA00598276Set 9

40p16,756w

Prefatory Note Reasons for Revision. The Uniform Prudent Management of Institutional Funds Act (UPMIFA) replaces the Uniform Management of Institutional Funds Act (UMIFA). The National Conference of Commissioners on Uniform ... including charitable trusts, and imposes additional duties on trustees for the protection of beneficiaries. UPMIFA applies these rules and duties to charities organized as nonprofit corporations. UPMIFA does not apply ... those trusts. In applying principles based on UPIA to charities organized as nonprofit corporations, UPMIFA combines the approaches taken by UPIA and by the Revised Model Nonprofit Corporation Act (RMNCA

https://www.justice.gov/epstein/files/DataSet%209/EFTA00598276.pdf

EFTA00598159Set 9

2009-01-295p1,140w

practices of foundation investment management that follow. 10 Increasingly, particularly with the adoption of UPMIFA by the vast majority of states and UPMIFA's inclusion of state law private foundation

https://www.justice.gov/epstein/files/DataSet%209/EFTA00598159.pdf

EFTA00314876Set 9

15p4,267w

donor to receive customized portfolio construction and to make asset allocation recommendations subject to UPMIFA state fiduciary statues • Possible for donor to have a 5O board position and direct investments ... long) • Prudence standards- Public charities may be subject to UPIA, UMIFA, or UPMIFA, all of which have prudent investing standards where those responsible for managing and investing the funds

https://www.justice.gov/epstein/files/DataSet%209/EFTA00314876.pdf

EFTA00563381Set 9

2011-07-293p826w

requirements JOA PPA 2006 Taxation summary by gtlaw.com Uniform Prudent Mngt of Inst. Funds UPMIFA US Master Tax Guide DAF US Master Tax Guide Contributions by individuals US Master

https://www.justice.gov/epstein/files/DataSet%209/EFTA00563381.pdf

EFTA00674727Set 9

2011-07-283p559w

requirements JOA PPA 2006 Taxation summary by gtlaw.com Uniform Prudent Mngt of Inst. Funds UPMIFA US Master Tax Guide DAF US Master Tax Guide Contributions by individuals US Master

https://www.justice.gov/epstein/files/DataSet%209/EFTA00674727.pdf

EFTA00679778Set 9

2014-07-212p777w

perspective. We have learned there may be more latitude under the CA version of UPMIFA for a donor as it relates to disposition of donated stock (versus NY). For example

https://www.justice.gov/epstein/files/DataSet%209/EFTA00679778.pdf

EFTA01197575Set 9

2014-07-223p912w

perspective. We have learned there may be more latitude under the CA version of UPMIFA for a donor as it relates to disposition of donated stock (versus NY). For example

https://www.justice.gov/epstein/files/DataSet%209/EFTA01197575.pdf

EFTA01851906Set 10

24p8,749w

Uniform Prudent Investor Act (UPIA), the Uniformed Prudent Management of Institutional Funds Act (UPMIFA) and the Global Investment Performance Standards (GIPS) that are promulgated by the Investment Performance Council

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01851906.pdf

EFTA00993432Set 9

2014-07-212p781w

perspective. We have learned there may be more latitude under the CA version of UPMIFA for a donor as it relates to disposition of donated stock (versus NY). For example

https://www.justice.gov/epstein/files/DataSet%209/EFTA00993432.pdf

EFTA01301134Set 10

2019-09-1130p5,076w

leverage of global team and insights) • Out, dilerncttrate,s to decision making • UMIFA UPMIFA UPIA • Prudent investor rules are relevant standards I.r Mans C Asouble Gmnit feed The War 11m3RiSses

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01301134.pdf

EFTA01199336Set 9

2014-07-212p775w

perspective. We have learned there may be more latitude under the CA version of UPMIFA for a donor as it relates to disposition of donated stock (versus NY). For example

https://www.justice.gov/epstein/files/DataSet%209/EFTA01199336.pdf

EFTA02715021Set 11

2014-07-213p778w

perspective. We have learned there may be more latitude under the CA version of UPMIFA for a donor as it relates to disposition of donated stock (versus NY). For example

https://www.justice.gov/epstein/files/DataSet%2011/EFTA02715021.pdf

EFTA00916663Set 9

2011-07-293p555w

Foundation requirements JOA PPA 2006 Taxation summary by Uniform Prudent Mngt of Inst. Funds UPMIFA US Master Tax Guide DAF US Master Tax Guide Contributions by individuals US Master

https://www.justice.gov/epstein/files/DataSet%209/EFTA00916663.pdf