Legal Series - Investing in People: Making Grants to Individuals

When:

Friday, May 5, 2017 -

9:00am to 11:00am EDT

Where:

Philanthropy New York, 1500 Broadway, 7th Floor, NYC

Members of PNY & Partner Orgs:

Non-Members:

Add to Calendar

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.

Explore

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.

Presenters

Nishka Chandrasoma, Deputy General Counsel, Ford Foundation
Kay Murray, Vice President, General Counsel, and Secretary, Institute of International Education