In this half-day workshop, Kate Kilberg and Kimberly Pray, Partners at Catalyst Law LLC, will walk participants through a foundational understanding of legal and governance issues that all foundation staff should be aware of. We will explore topics such as:
- What documents are legally required from a grantee?
- What is tipping and when should a foundation be concerned?
- Are discretionary grants legal? How large can they be?
- Self-dealing and conflicts of interest: What do they look like and how can foundation staff avoid common pitfalls?
- What is “expenditure responsibility” and what are the IRS requirements associated with expenditure responsibility grants?
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Our programs are open to anyone who meets our membership criteria. If you are not currently a member but you qualify and would like to attend, please contact us at email@example.com for registration assistance.