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PEAK Grantmaking

Common Legal Issues for Private Foundations

Josh Abel, grants manager and in-house counsel at the Nina Mason Pulliam Charitable Trust, shared common legal issues involved in grantmaking at private foundations, addressing:

  • funding of advocacy/lobbying
  • exercising expenditure responsibility for grants to organizations that are not public charities
  • awarding grants to 509(a)(3) supporting organizations
  • ensuring a public charity has sufficient public support, so as not to “tip” the grantee’s exempt status
Speaker

 

Josh Abel
Director of Grants Administration & Legal Counsel
Nina Mason Pulliam Charitable Trust