EVENT

Grantmakers 103

Friday, September 13, 2019
8:30 a.m. - 2:30 p.m.
DESCRIPTION:

Fundamentals Series: The Fundamentals in Grantmaking Series (Grantmakers 101, 102 and 103) provides a comprehensive overview of grantmaking for philanthropic staff. By the end of the three-workshop series, you will learn about grantmaking trends in the United States, how to understand nonprofit financials as you review requests for funding and the legalities of being a grantmaker.

Grantmakers 103: This is the final workshop in the Fundamental Series and focuses on the legal issues that face every nonprofit, especially those relating to foundations and grant programs. Participants will learn about legal structures, rules that govern foundations, and protecting your foundation as you maneuver through legal concepts of being in philanthropy. Reserve Friday, September 13 from 8:30 am—2:30 pm for this intensive learning experience.

Speakers:

Kate Kilberg: As an attorney with 18 years’ experience, Kate’s practice focuses on non-profit and tax-exempt organizations, social enterprise and impact investing, philanthropy, and complex estate planning and administration. She has extensive experience representing tax-exempt organizations, both large and small, including public charities, private foundations, community foundations, and social welfare organizations. 

Kate is a member of the Estate Planning Council of Portland, and serves as the Chair of the Executive Committee of the Nonprofit Organizations Law Section of the Oregon State Bar. She a graduate of Harvard Law School and the University of Michigan and is licensed to practice law in Oregon and Washington.

Kimberly Pray With an advanced degree in taxation and an interdisciplinary background in law, business, and non-profits, Kimberly’s practice includes taxation, estate planning, trust and estate administration, as well as advising businesses, tax-exempt organizations, and social enterprises.

Prior to law school, Kimberly worked in the non-profit sector for almost a decade, most recently serving as Director of Development for Ecotrust. After receiving her LL.M. in Taxation from the University of Washington and a J.D. from Gonzaga University School of Law, Kimberly has been active as the President of the Board of the Commons Law Center, and also serves on the Executive Committee of the Portland Tax Forum 


Date Friday, September 13, 2019
Time 8:30 a.m. – 2:30 p.m.
Place NW Health Foundation, 221 NW Second Avenue, Third Floor.
Cost

Members: $90/Workshop; (space limited to 25)

Non-Members: $130/Workshop 

 

REGISTRATION:

Members must be logged in to register. Log in here, or by clicking “For Members” in the navigation bar above. If you have not set up a username and password, you can do so at gosw.org/membership-registration

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 info@gosw.org for registration assistance.



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