Legal Matters for Corporate Foundations & Giving Programs - June 2025
Workshop Hours
- Tuesday, June 24 : 1:00-4:00 p.m. ET
- Wednesday, June 25: 1:00-4:00 p.m. ET
Your Faculty
Ben McDearmon
Director, Legal Resources
Council on Foundations
Remy Barnwell
Senior Staff Counsel
Council on Foundations
Your Hosts
Jill Gordon
Senior Manager, Training
Council on Foundations
Jeryl Raphael
Associate, Leadership Development & Training
Council on Foundations
Agenda
Day 1 | Tuesday, June 24 | 1:00-4:00 p.m. ET
Topics:
- Legal Background, Tax Codes, & Regulations
- Self-Dealing Deep Dive
- Governance & Giving Strategies
- Questions from Day One
Day 2 | Wednesday, June 25 | 1:00-4:00 p.m. ET
Topics:
- Corporate Grantmaking
- Charitable Assistance for Employees & Communities
- International Giving 101
- Questions from Day Two
Resources
Mastering Foundation Law: Compendium of Legal Knowledge
Day One:
- Expenditure Responsibility: Step by Step
- How to Calculate the Public Support Test
- Legal Considerations for Corporate Foundations
- Navigating Mergers & Acquisitions: Guidance for Coporate Philanthropy Leaders
Day Two:
- Disaster Assistance and Emergency Hardship Funds: Charitable Assistance for Individuals and Communities
- Emergency Assistance Foundation (EAF)
- Employee Relief Fund (E4E)
- Establishing a Scholarship Fund for Corporate Employees
- Equivalency Determination or Expenditure Responsibility
- IRS Publication 3833: Disaster Relief through Chairtable Organizations
- NGOsource
- OFAC Sanctions List Search
- Values Aligned Philanthropy
- Webinar Recording: When Corporations Come Knocking – Working with Corporate Donors and Employer-Related Funds
