- 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
The self-dealing, conflict of interest and related party transaction rules for private foundations are among the most complex and important considerations in foundation operations and governance. Did you know that violations of the self-dealing tax rules may result in costly excise taxes and even loss of tax-exempt status? Additionally, mishandled conflicts of interest or related party transactions raise fiduciary concerns that may lead to Attorney General scrutiny or worse. Learn about these topics so that you can be better at spotting issues before they turn into legal problems.
- Who is a "disqualified person," and who is a "related party"
- The identification of an "act of self-dealing" under Federal tax law or a "related party transaction" under New York State law
- Common "self-dealing" pitfalls and how to avoid them
- Conflicts of interest and how to address them
- John Sare, Partner, Exempt Organizations Group, Patterson Belknap Webb & Tyler LLP
All interested funders. CLE Credit Available: 2.0 hours, Professional Practice.
2:45 - 3:00 PM Check-in
3:00 - 5:00 PM Program
Registration is required by April 18th.
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)