Tomer Inbar is a partner with Patterson Belknap Webb & Tyler LLP where he represents U.S. and international tax-exempt organizations in a broad range of structural and operating matters, including tax and corporate issues, regulatory compliance, governance, operational policies and procedures, audits, unrelated business income tax issues, and executive compensation matters. He regularly advises on an array of corporate transactions, such as joint ventures and the establishment of for-profit subsidiaries, corporate restructuring, private equity fund formation, and licensing and service arrangements.

Among Mr. Inbar’s clients are public charities, private foundations, colleges and universities, economic development corporations and museums and cultural institutions, many of which are active worldwide.

Mr. Inbar is a regular speaker at programs for tax-exempt organizations. Recent topics have included corporate governance, charitable investment funds, lobbying by charitable organizations, legal aspects of program-related investments, and board governance considerations and liability concerns.

Contributions

Does Mission- Related Investing Need to Become Mainstream Before it is Considered Acceptable?

Posted on October 9, 2014 by John Hawkins, Tomer Inbar

Do legal constructs based on the prudent caution of an ordinary person in a similar position imply that mission- related investing must become mainstream before becoming acceptable, a chicken-and-egg, Catch- 22? [Author: Tomer Inbar and John Hawkins] Tomer Inbar: You should think about your portfolio as a whole, how this class of assets fits in, and make sure that, overall,… Read More

What is the Biggest Danger or Red Light to Think About with Regard to Mission Investing?

Posted on October 9, 2014 by Melanie Audette, Tomer Inbar, Tony Wells

What, if anything, is the biggest danger or red light to think about with regard to mission investing? And how do we avoid them? Tony Wells: Before going into the red lights of mission investing, it is worth mentioning that in nine years of mission investing at the Wells Foundation there has been a 100% return on our non-profit loans… Read More

How Do You Measure Impact or Potential Impact when Deciding How to Be Most Effective?

Posted on October 9, 2014 by Melanie Audette, Tomer Inbar, Tony Wells

How do you measure impact or potential impact when deciding how to be most effective, particularly when comparing the strategy of maximizing investment returns to having more money for grants versus impact investing? Melanie Audette:This starts with where you are in the process. You should think about your mission and how you are evaluating your grants, and take the same… Read More

Mission Investing: Overcoming Resistance and Getting Started

Posted on October 9, 2014 by John Hawkins, Melanie Audette, Tomer Inbar, Tony Wells

How can you engage your board in a thoughtful conversation about the options and added benefits of the mission investing approach? What are some of the best ways to get started with mission investing, and how do family foundations, especially those with limited staff capacity, manage these new strategies to better leverage their philanthropic assets and mission?… Read More

How Can I Help My Board Members Understand the Long- Term Nature of Impact Investing?

Posted on October 9, 2014 by Tomer Inbar, Tony Wells

Tomer Inbar: To start with a short anecdote, a client of mine and I were talking about their first program-related investment (PRI) that was going to go under. Although they had a successful program-related investment portfolio, she had to go to the investment committee where her PRIs were managed and tell them that they believed that this company was going… Read More

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