Toeing the line: Addressing common legal pitfalls in family foundation governance

Thursday, December 11, 2014, 02:30 PM until 04:00 PM EST
90 minutes
Webinar Replay
Who should attend

Family philanthropy board members, donor advisors, staff, donors, and advisors interested in making sure they are following key rules and regulations regarding family foundation governance and management.


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 year-end refresher onsome of the most common dilemmas in family foundation governance and management, featuring nationally recognized legal advisor Andrew Schulz of Arabella Advisors. Andrew will answer these questions and many more and the call will feature double bonus Q & A time to ensure that all of your questions are answered!

Special offer!

Do you have a specific situation or question you’d like Andrew to address? Submit your question via the registration form or submit it anonymously here and he will do his best to answer during the webinar.

Event downloads

What participants 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.

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