Is it possible to make grants to individuals or organizations that are not charities? Can we support grantees where one or more of our board members has a conflict of interest? What process do we need to follow with regard to our discretionary grants, and is there a limit to the proportion of our grantmaking that can go to these grants? Do we need a grant agreement for every grant we make? Can we support public elections or engage in lobbying efforts? What kind of liability do we have if a project we fund causes damages or injury to an individual?
Featuring a case study format, this session focuses on many of the most common legal pitfalls in family foundation grantmaking, and was led by nationally recognized legal advisors Andras Kosaras and Jim Joseph of Arnold and Porter.
James P. Joseph
James P. Joseph represents clients on tax litigation and planning matters for Arnold & Porter LLP.…View Profile
Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and…View Profile