Upcoming Events
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In-Person Conference May 18, 2026
Western Philanthropy Conference - Session: "Navigating Charitability in the Current Landscape"
In today’s complex philanthropic and regulatory environment, determining what activities are truly charitable—and how public policy shapes those definitions—has become increasingly nuanced. This session explores how charities and funders navigate evolving interpretations of charitable purpose, public benefit, and permissible activity, including the boundaries for advocacy and public policy engagement. Participants will examine how tax‑exempt status is defined and protected, what risks and opportunities exist in the current landscape, and how organizations can align mission, compliance, and impact with confidence.
Co-Panelists:
- Meghan Biss, Loeb & Loeb LLP
- Andrew Schulz, Adler & Colvin
3:25–4:25 p.m. PT
Renton, Washington
Presenter
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In-Person Conference May 19, 2026
Western Philanthropy Conference - Session: "From Intent to Outcomes: How to Approach Impact Investing Thoughtfully"
Impact investing offers a range of approaches that foundations may not be aware of. From ESG integration and thematic investing to private investments, donor‑advised funds, and mission‑aligned portfolios, each has its own distinct opportunities and trade‑offs. In this panel, leaders will explore the different ways investors can pursue impact alongside financial returns, and how to align strategies with values, goals, and risk tolerance. Attendees will gain a clearer framework for evaluating impact investments thoughtfully and responsibly.
Co-Panelists:
- Deb Parsons, ImpactAssets
- Justine DeCoste, Pathstone
- David Levitt, Adler & Colvin
11:00 a.m.–12:00 p.m. PT
Renton, Washington
Presenter
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In-Person Conference May 19, 2026
Western Philanthropy Conference - Session: "The Grantmaker’s Toolkit: Navigating Compliance, Intermediaries, and Technology"
Foundations are navigating an increasingly complex grantmaking landscape that demands flexibility, strong governance, and the right tools. This session explores practical considerations for grantmaking, examining the strategic choices between internal and external grants management, effective coordination with family offices, and the growing role of AI and technology in processes and oversight. We will discuss when and how to use intermediaries to extend reach, manage risk, and support funding to non‑(c)(3) organizations, as well as key considerations for international grantmaking, including compliance and due diligence.
Co-Panelists:
- Josh Kenzer, Clark Nuber PS
- Nancy McGlamery, Adler & Colvin
- Shirley J. McLaughlin, Adler & Colvin
1:00–2:00 p.m. PT
Renton, Washington
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