Upcoming Events
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In-Person Conference November 11, 2025
Exponent Philanthropy Foundations 101 - Session 3: "Legal Basics"
Hear an overview of all private foundation rules, from filing the Form 990-PF to public disclosure rules and the self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional.
3-4:14 p.m. ET
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In-Person Conference January 22, 2026
UT Law’s 43rd Annual Nonprofit Organizations Institute Conference - Session: "MASTER CLASS: Intermediaries: Options, Pros, and Cons"
Intermediaries, used properly, can be powerful tools to enable foundations, charities, and donors to achieve their goals, enhance their effectiveness, and be more efficient. These, and other advantages, have led to increased interest and use of intermediaries. Whether you are new to working with intermediaries, have been at it for years, or even if you are an intermediary, this session examines different types of intermediaries and how people commonly work with them. Also, discuss the advantages and trade-offs inherent in the models, risks that can arise, and how to maximize benefits and reduce challenges.
Presenters:
- Dahlia B. Doumar, Patterson Belknap Webb & Tyler LLP
- Andrew C. Schulz, Adler & Colvin
3:15-4:50 p.m. CT
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In-Person Conference January 23, 2026
UT Law’s 43rd Annual Nonprofit Organizations Institute Conference - Session: "MASTER CLASS: Multi-Organizational Structures: Benefits and Challenges"
After briefly reviewing what MEOs are and how they are supposed to operate, this class focuses on the tax and other legal issues – and some non-legal concerns – for funders who are considering supporting an MEO. Topics include grantmaking options for different types of funders, reporting implications, diligence requirements, practical concerns, and disclosure exposure, with time for audience questions.
Presenters:
- Joel Beck-Coon, Chan Zuckerberg Initiative
- Rosemary Fei, Adler & Colvin
10:50-12:25 p.m. CT
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