- November 8 – Legal Series - International Grantmaking
- March 6 – Legal Series - Self-Dealing (Family Foundations & Family Offices)
- May 23 – Legal Series - 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
- Tomer J. Inbar, Partner, Exempt Organizations Group, Patterson Belknap Webb & Tyler LLP
All interested funders.
8:45 - 9:00 AM Check-in
9:00 - 11:00 AM Program
Registration is required by March 5th.
Members: To register yourself and/or a colleague at your organization, please log in and click the Register Now link above. (no fee)
Guests of Organizers/Co-Sponsors: Please email firstname.lastname@example.org with your name, title, organizational affiliation, business mailing address, and phone number. Please indicate by which organizer you were invited. (no fee)
Non-Member Funders: Create an account or log in above and click the Register Now link. ($150 fee)