PNY Core: Legal Series

Informing the Context for Philanthropic Work

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. It is for PNY members only. Come learn about the wide range of activities both within and beyond grantmaking that could help your foundation advance its mission.  

Many foundations support incredible work through their grantmaking. But the tax code permits a wide range of activities both within and beyond grantmaking. Do you know the rules well enough to navigate all of the options in pursuit of your mission?

Who should attend?

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

2021 Series

November 3 -  Within the Law and Outside the Box

This session, which kicks off our legal series, provides an overview of all of the tools in the foundation toolbox, from relatively simple to complex.

January 26 - Best Practices in International Grantmaking

During this session, learn about how to navigate the legal and programmatic issues in making grants outside the United States. 

February 3 - Self-Dealing (Family Foundations & Family Offices)

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.

April 7 - Making Grants to Individuals

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.

July 14 - Fiscal Sponsorships - Best Practices and Common Pitfalls

 

 

For any questions, comments, and/or recommendations, please contact Yi-Ching Lin, VP of Learning.