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 (19)
Related Publications (2)
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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:
Past Events
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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
Related Forms & Exemplars
Fiscal Sponsorship (Model C) Letter to Vendors
This letter could be important in the event that a Model C fiscal sponsor disburses grant funds for the benefit of a grantee, not by cash grants to the grantee, but by writing checks directly to the grantee’s vendors.
Fiscal Sponsorship Grant Agreement (Model C), short form
Short form of Fiscal Sponsorship Grant Agreement between a fiscal sponsor and a Model C fiscally sponsored project.
