- November 6 – Legal Series - Within the Law and Outside the Box (Series Launch)
- January 30 – Legal Series - Self-Dealing (Family Foundations & Family Offices)
- February 26 - Legal Series - International Grantmaking
- March 25 – Legal Series - Fiscal Sponsorships - Best Practices and Common Pitfalls
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 January 29th.
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: Please email email@example.com ($150 fee).
Please note: To ensure fairness among our members, we reserve the right to limit the number of attendees per organization for select professional development programs.
Please email firstname.lastname@example.org with any questions.