EVENT

Grantmaking 103: Legal Issues and Foundation Governance

The Oregon Community Foundation, 2nd Floor Swindells Board Room, 1221 SW Yamhill, Portland, OR 97205 || $75 Members, $125 Nonmembers
Wednesday, May 02, 2018
Wednesday, May 2, 2018, 9:30 AM - 12:00 PM
DESCRIPTION:

Presented by Kate Kilberg, Partner, Catalyst Law LLC, and Kimberly Pray, Partner, Catalyst Law LLC.

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?

…and more!

REGISTRATION:

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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 info@gosw.org for registration assistance.



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