Toeing the line: Addressing common legal pitfalls in family foundation governance
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!
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.
Andrew Schulz is General Counsel for Arabella Advisors. Previously, he was executive vice president and national director of community and legal relations at Foundation Source and prior to that served as vice president for government relations and public policy at the Council on Foundations, where he provided assistance and consultation to council members and the public, and he oversaw the council's legislative initiatives, as well as outreach efforts to members, nonprofits, policymakers, and the public. Prior to this, he was an associate at a law firm in Washington, D.C., where he specialized in laws affecting nonprofits. Mr. Schulz is a frequent speaker on legal and public policy issues affecting nonprofits. Several of his articles relating to nonprofits have been published. Mr. Schulz holds a J.D. from the George Washington University Law School.
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.
What an engaging, informative and enlightening webinar today on the legal pitfalls of family foundation governance!
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.