Toeing the line, Part 2: Legal Pitfalls in Family Foundation Grantmaking

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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.

Featured Speakers

James P. Joseph

James P. Joseph represents clients on tax litigation and planning matters for Arnold & Porter LLP.…

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Andras Kosaras

Andras Kosaras

Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and…

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What others have said...

It is clear a lot of thought went into the topics presented in both seminars and NCFP staff worked with presenters in advance to cover issues important to family foundations.


It’s difficult to make this topic very compelling.  The speaker did a good job. The case study approach certainly helped.


Knowledgeable and familiar with pitfalls of which foundations should be aware of. I appreciated especially when presenters gave us answers that weren’t just conservative answers and gave reasoned and thoughtful exceptions.


They were both great.  Extremely knowledgeable, and able to explain complicated issues succinctly without engaging in legal lingo.


Great examples that were shared!


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