The art of grantmaking has become increasingly complex, varied, and nuanced in recent years. While many grantmakers continue to provide much-needed general support grants to U.S. public charities, others focus more on domestic and international specific project grants to, and program-related investments in, charities and non-charities alike. Adler & Colvin guides grantmakers through the intricacies of the grantmaking process as well as the laws that govern the various types of grants.
Areas of Focus
- The development of user-friendly, legally compliant grant agreements.
- Grants, scholarships, prizes, or awards to individuals.
- Foreign public charity equivalency determinations to ensure that foreign grantees meet U.S. standards.
- Program-related investments, in which a private foundation makes a loan or equity investment to advance its charitable goals, while still earning returns.
- Mission-related investments that benefit society while producing financial returns.
- Disaster relief.
- International grants, which are subject to anti-terrorist financing laws, tax issues, and currency restrictions.
Related Blog Posts (22)
Related Publications (2)
-
May 2011
Investing in the Future: Mission-Related and Program-Related Investments for Private Foundations
The low-profit LLC pioneered in Vermont and adopted in less than a dozen jurisdiction has PRI requirements "hardwired" into its governing documents, but whether this will make it easier for a foundation's PRIs to qualify remains an open question.Author
Practice Areas:
Related Upcoming Events
In-Person Conference January 19, 2023
UT Law’s 40th Annual Nonprofit Organizations Institute Conference - Session: "A View of the Sector"
Session: “A View of the Sector”
8:30 a.m. – 9:30 a.m. CT
Co-presenter: Alex Reid, Baker & Hostetler LLP
Presenter
Past Events
-
In-Person Conference October 20-21, 2022
"Ask an Expert" at the National Center for Family Philanthropy’s 2022 National Forum on Family Philanthropy
“Ask an Expert” is an opportunity for forum attendees to meet one-on-one with a legal professional to discuss and gain valuable insight on issues pertinent to the management of their organization(s). Ms. Nancy E. McGlamery, Principal at Adler & Colvin, will be available for individual “Ask an Expert” sessions on Thursday, 10/20, and Friday, 10/21 at the National Forum. Register for the “Ask an Expert” meeting (20 mins) – attendance is limited. Please note that Ms. McGlamery can help you understand the laws, but cannot provide legal advice for specific situations.
Presenter
-
Panel May 14, 2018
Mission Investors Exchange 2018 National Conference: Mission Forward! “Introduction to Impact Investing: A 101 for Beginners”
Co-panelist: Eric Stephenson, Cordes Foundation
Co-panelist: Rehana Nathoo, Case Foundation
Chicago, IL
Presenter
