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As the HR Retreat approaches each year, I crave hummus. Perhaps because we opened the first Council on Foundations and CHANGE Philanthropy HR Summit (now HR Retreat) in 2016 with dinner at a Mediterranean restaurant in San Francisco. The mezze was amazing; the night was full of curiosity. Who were…
Occasionally a foundation may be asked to make a grant payable to a fiscal sponsor or a fiscal agent acting on behalf of a charitable grantee. In some instances, the intended grantee may not be a legal entity or qualified 501(c)(3) public charity and a fiscal sponsor is necessary to facilitate the…
Interested in alleviating the student loan debt crisis and attracting needed talent to your community? This webinar is for you! Last year, the Workforce Development Through Post-Graduation Scholarships Act was introduced in Congress. This bill would allow charitable foundations to…
On February 19, 2016, the Treasury Department and the Internal Revenue Service issued proposed regulations regarding the prohibition on certain contributions to Type I and Type III supporting organizations and the requirements for Type III supporting organizations.
The Council is helping…
By Susan E. Budak and Susan N. Gary
The widespread adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) across the country has already been of great help to charities, in part because the financial markets collapsed just months after the uniform act was approved. Most,…
Registration
Registration for the 2022 HR Retreat is now closed.
Registration Rates
Members
Before June 9
$299
June 10–August 31
$349
September 1-7
$379
Nonmembers
June 10–August 31…
Accepting and using tickets and other tangible benefits of more than minimal value raises questions for foundation managers. Review the general Tax Code rules to learn what is acceptable.
Slide presentation reviewing the basics of avoiding self-dealing as a family foundation.
A plain-language guide to Executive Order 13224, the Patriot Act, embargoes and sanctions, IRS rules, Treasury Department voluntary guidelines, and USAID requirements.
Council correspondence to Treasury Department to make equivalency determination easier.