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.
- 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
- Ken Monteiro, Vice President, Secretary and General Counsel, Ford Foundation
- Yvonne Moore, Principal Advisor, Moore Philanthropy
All interested funders.
2:45 - 3:00 PM Check-in
3:00 - 5:00 PM Program
Registration is required by March 23rd.
Members: To register yourself and/or a colleague at your organization, please log in and click the Register Now link above. (no fee)
Guests of Organizers/Co-Sponsors: Please email firstname.lastname@example.org with your name, title, organizational affiliation, business mailing address, and phone number. Please indicate by which organizer you were invited. (no fee)
Non-Member Funders: Create an account or log in above and click the Register Now link. ($150 fee)
In collaboration with
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