This program is a part of the Legal Series from our PNY Core:
- November 17 – Legal Series - Within the Law and Outside the Box (Series Launch)
- January 25 – Ask Charities Bureau Chief Sheehan Your Questions
- February 16 – Legal Series - London’s Calling! So is Syria, Sudan, North Korea… Best Practices in International Grantmaking
- April 19 – Legal Series - Self-Dealing and Conflicts of Interest
- May 5 – Legal Series - Investing in People: Making Grants to Individuals
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.
- Nishka Chandrasoma, Deputy General Counsel, Ford Foundation
- Kay Murray, Vice President, General Counsel, and Secretary, Institute of International Education
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)