Toeing the Line: Legal Pitfalls in Family Foundation Governance

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Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family’s donor advised fund to help make year-end payout requirements? How do we handle travel expenses for our upcoming Next Generation Board meeting?

Join us for this refresher on some of the most common dilemmas in family foundation governance and management, featuring nationally recognized legal advisor Andrew Schulz of Arabella Advisors. Andrew answers these questions and many more, including an extra long Audience Q and A segment at the end!

Featured Speakers

Andrew Schulz

Andrew Schulz is a member of the American Bar Association (EO Committee, Tax Law Section) and the…

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What others have said...

The webinar speaker was knowledgeable and presented the information in a clear, concise manner. He improved my understanding of the topic100%!


Today’s webinar is one of the most informative and useful webinars I’ve listened to in a long time. Using case studies to illustrate all of the complicated issues that were addressed was very effective. The presenter also did an excellent job of answering participants specific questions. He clarified a number of issues for me and I took away a lot of information that will be useful to our foundation in the future.


What an engaging, informative and enlightening webinar today on the legal pitfalls of family foundation governance!

Sharmila Rao Thakkar, The Siragusa Foundation

This was my first NCFP webinar and it was chocked full of useful information. Great job everyone!


Very helpful information for a family foundation and the importance of good governance.


I would like other members of our governance committee to take this webinar.


The speaker was phenomenal- concise, clear and quite knowledgeable. Very concrete information that I can use.


These webinars are a great resource to your members and those of affiliated associations. Please keep presenting them.


It was a great refresher, confirming what we are doing right, but also reminding me of some things we could tighten up.


Additional questions? Contact NCFP