Legal Series - Investing in People: Making Grants to Individuals

Friday, May 5, 2017 -
9:00am to 11:00am EDT
Philanthropy New York, 1500 Broadway, 7th Floor, NYC
Members of PNY & Partner Orgs: 
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This program is a part of the Legal Series from our PNY Core:

Many private foundations and public charities have programs for making grants to individuals.  The purpose can range from recognizing or enabling human achievement (such as through award programs or scholarships and fellowships) to disaster or poverty relief.  There are a number of legal rules and pitfalls to be mindful of in structuring individual grant programs in order to ensure that the objective of the program is achieved. 


  • The tax law and regulatory requirements for individual grant programs
  • The special rules for private foundation grants to individuals for travel, study, or other similar purposes, including obtaining IRS approval
  • How to structure individual grant programs that are administered by public charities
  • Other special scenarios, including disaster relief, dealing with intellectual property issues, and making grants to individuals from donor-advised funds

We encourage legal counsel, grants managers, program officers, and executive directors of small foundations, among others, to join us for this session.


Designed for

All interested funders.


8:45 - 9:00 AM  Check-in
9:00 - 11:00 AM  Program

Registration is required by May 4th.

Members: To register yourself and/or a colleague at your organization, please log in and click the Register Now link above. (no fee)

Non-Member Funders: Create an account or log in above and click the Register Now link. ($150 fee) 

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