Legal Series - Making Grants to Individuals

Thursday, April 7, 2022 -
10:00am to 11:30am EDT
Virtual Meeting - Register by 4/6
This event is for members only.
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The Program

The PNY Core: Legal Series provides an overview of the legal and regulatory boundaries in a number of key legal topics. The series launches with this high-level overview of the legal dos and don'ts across your day-to-day philanthropic work. Come learn about the wide range of activities both within and beyond grantmaking that could help your foundation advance its mission. 

Grants to individuals can be a critical component of a funder’s toolkit, as private foundations and public charities consider how to best meet their strategic goals. Supporting individuals can have strategic importance and can provide lasting benefits to grantees and society that go far beyond the grant terms. Grants to individuals can be used to educate and boost future generations of leaders; build expertise and capacity within civil society; seed organizations, social enterprises, and movements; and enable creative works of art, literature, and ideas that move public opinion. At the same time, individual grantmaking is often misunderstood as it is governed by a number of legal rules in order to ensure fairness and avoid nepotism and conflicts of interest.

This conversation will bring to life the strategic reasons why a funder may choose to give grants to individuals, the legal rules that govern individual grantmaking for private foundations and public charities, as well as potential pitfalls to be mindful of.

Who should attend?

All interested funders, regardless of role at your foundation. What to expect: presentation followed by Q&A.

What will you learn?

  • Strategic reasons to support individuals through awards, scholarships, fellowships, and other individual grant-making programs
  • 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


What else should I know?

If you’re interested in this session, you might be interested in one or more of the following in the PNY Core: Legal Series:

How do I sign up?

Members: Please log in and click the Register Now link above (no fee).

Registration is required by April 6th

Registrants will receive the webinar link a day prior to each session.

Please email with questions or for further information on this program or on eligibility.