Legal Series: Best Practices in International Grantmaking

View the recording and materials here.

This program is a part of a four-part Legal Programs Series from our 2016 PNY Core Curriculum:

• February 17 – Making Grants to Individuals
• March 24 – Best Practices in International Grantmaking
• April 13 – Self-Dealing (Family Foundations & Family Offices)
• June 8 – Fiscal Sponsorships - Best Practices and Common Pitfalls

Do you understand and take advantage of all of the options that are available to you when choosing to make grants around the world?  Do you have unwarranted fears?

Learn how to navigate the legal and programmatic issues in making grants outside the United States.  The presenters will include the general counsel of a private foundation who will walk through the legal requirements under the Internal Revenue Code, as well as touch on other issues such as OFAC compliance.  An experienced grantmaker will present a series of case studies to explore programmatic best practices, providing an insight on the rewarding experience of international grantmaking.

Explore

• Equivalency determinations for non-US entities
• How to comply with the expenditure responsibility rules
• Which countries require special treatment under OFAC
• Successes and challenges of international grantmaking through case studies

Presenters

• Ken Monteiro, Vice President, Secretary and General Counsel, Ford Foundation
• Yvonne Moore, Principal Advisor, Moore Philanthropy

Designed for

All interested funders.

In collaboration with 

• International Grantmakers Network

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