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.
“Creative Philanthropy: Impact (ESG) Investing, Donor Advised Funds, Program
Related Investments and More”
10:00 a.m. – 11:30 a.m. PT | Room 302 – Beckler, Level 3
In this program, we will explain and explore the latest trends in philanthropy impact investing, including: use of donor-advised funds; program and mission-related investments; and ESG (environmental, social, and governance) investing, among others. We will discuss the ways in which these vehicles and methods are being used, including: supporting diversity and other change efforts in media; social justice movements; climate change efforts, and more. We will focus as well on how to maximize efforts in these areas, both from the charity and the business sides, as well as issues of which to be aware, including private benefit and inurement.
Withholding can be a trap for unwary U.S. funders of foreign charitable activities. Even funders who are cognizant of the basic requirements of Section 1441 may struggle to understand when those rules apply to their support of foreign activities, which exceptions may be available in their specific circumstances, and what reporting obligations may attach. This panel will review the current state of federal withholding rules relevant to U.S. philanthropy and explore techniques and common practices that U.S. funders use to manage these obligations.
1:30 p.m. – 2:45 p.m. PT
Explore the latest in policy and regulation from the US Government in an effort to answer the question: What just happened? You’ll be the first to know about topics like donor-advised fund regulations, end-of-year legislation, and what is Congress likely to do next? What about those expiring incentives for charitable giving, will they be renewed? Meanwhile, the Supreme Court continues to unwind the regulatory powers of the executive branch.
8:30 a.m. – 9:30 a.m. CT
Co-Presenter: Alex Reid, Baker & Hostetler LLP
The panel will discuss real-life examples of how charitable gifts get off track and offer practical suggestions for drafting gift agreements that effectively address future changes in circumstances, the use of race and gender gift restrictions, donor involvement, naming (and un-naming) rights, and amendments to the gift agreement.
2:00 – 3:30 p.m. EST
Co-Presenters: Alan F. Rothschild, Jr. and Michele A.W. McKinnon
“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.
Co-panelist: Eric Stephenson, Cordes Foundation
Co-panelist: Rehana Nathoo, Case Foundation
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