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WEBINAR – Legal and Compliance Issues for Private Foundation Grantmakers

Competency Focus: Ethics, Integrity, & Accountability and Apply Values, Mission, & Goals

Are you confident in your knowledge of the laws and regulations governing grantmaking in your private foundation? Improve your understanding of those laws as we discuss strategies for complying with relevant private foundation excise tax rules and explore common self-dealing issues. Learn various approaches for structuring grants that will count toward your foundation’s annual minimum payout requirement, including exercising expenditure responsibility and using equivalency determinations to make grants to foreign organizations. We’ll also look at specific resources for investigating and verifying an applicant’s tax-exempt status, and review issues related to making grants to individuals and non-charitable organizations.

Participants will:

  • Gain a better understanding of private foundation law
  • Learn how to navigate common self-dealing issues
  • Understand IRS requirements for expenditure responsibility grants

Carly Leinheiser, Attorney, Robinson & Cole

Rocky Mountain Regional Chapter Meet-Up:
Come together with other grant management professionals in the area for meet-up to watch and discuss the webinar. Following the webinar, we’ll have a special off-the-record conversation with the speaker!

Park in the surface lots at the Kaiser Permanente East Medical Clinic. Proceed through the sliding glass doors of the clinic. There is a staircase across from the café that will take you to the second floor (the elevator is adjacent to the café). Go up the stairs to the second floor and turn right. Proceed straight, past the patient waiting area, to the Enterprise conference room in the corner. There is a sign next to the door labeling it as Enterprise.