Legal Series - Self-Dealing (Family Foundations & Family Offices)

Thursday, February 3, 2022 -
2:00pm to 3:30pm EST
Virtual Meeting - Register by 2/2
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.

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 should attend?

All interested funders, regardless of roles at your foundation. What to expect: presentation followed by Q&A. CLE Credit Available: 1.5 hours, Professional Practice.

What will you learn?

  • 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


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 February 2nd

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.