eCourse
Donor Advised Funds and Direct Charitable Activities
Contains material from Feb 2025
Donor Advised Funds and Direct Charitable Activities
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Session 01: Making Sense of the Donor Advised Fund Regulatory Landscape - Learn about the aspects of the proposed donor advised fund regulations issued by the Treasury Department in 2023 that received the most attention from the sector as well as linkages between the proposed regulations and perceptions of donor advised funds among legislators, regulators, and members of the public.
Session 02: Aligning Structure to Strategy: Direct Charitable Activities, Recoverable Grants, & Funding Intermediaries - Long gone are the days when foundations simply make grants to public charities. For many, program teams collaborate with grantees on the ground, external advisors, and a diverse set of funders to co-develop projects, establish coalitions, flex the boundaries of traditional grants, and pivot strategy in real time. Modern foundations are funders and doers—and require flexible tools to match. This panel highlights the legal and practical considerations of meeting program teams where they are and supporting legal structures that follow and enhance strategy.
Session 02: Aligning Structure to Strategy: Direct Charitable Activities, Recoverable Grants, & Funding Intermediaries - Long gone are the days when foundations simply make grants to public charities. For many, program teams collaborate with grantees on the ground, external advisors, and a diverse set of funders to co-develop projects, establish coalitions, flex the boundaries of traditional grants, and pivot strategy in real time. Modern foundations are funders and doers—and require flexible tools to match. This panel highlights the legal and practical considerations of meeting program teams where they are and supporting legal structures that follow and enhance strategy.
Includes: Audio Paper Slides
- Total Credit Hours:
- 1.50
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 2/28/2026
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1.
Making Sense of the Donor Advised Fund Regulatory Landscape (Feb 2025)
Carrie Trowbridge, Caroline Waldner
0.75
0.00
0.00
0.75
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Paper
(pdf)
7 pgs
Slides
(pdf)
13 pgs
Session 1 —43 mins 0.75
Making Sense of the Donor Advised Fund Regulatory Landscape (Feb 2025)
Discuss the aspects of the proposed donor advised fund regulations issued by the Treasury Department in 2023 that received the most attention from the sector as well as linkages between the proposed regulations and perceptions of donor advised funds among legislators, regulators, and members of the public.
Originally presented: Jan 2025 Nonprofit Organizations Institute
Carrie Trowbridge,
New York Community Trust - New York, NY
Caroline Waldner,
Morgan, Lewis & Bockius LLP - Washington, DC
Show session details
2.
Aligning Structure to Strategy: Direct Charitable Activities, Recoverable Grants, & Funding Intermediaries (Feb 2025)
Corbin Morris, Maura L. Whelan
0.75
0.00
0.00
0.75
Preview Materials
Download session materials for offline use
Paper
(pdf)
24 pgs
Slides
(pdf)
13 pgs
Session 2 —45 mins 0.75
Aligning Structure to Strategy: Direct Charitable Activities, Recoverable Grants, & Funding Intermediaries (Feb 2025)
Long gone are the days when foundations simply make grants to public charities. For many, program teams collaborate with grantees on the ground, external advisors, and a diverse set of funders to co-develop projects, establish coalitions, flex the boundaries of traditional grants, and pivot strategy in real time. Modern foundations are funders and doers—and require flexible tools to match. This panel highlights the legal and practical considerations of meeting program teams where they are and supporting legal structures that follow and enhance strategy.
Originally presented: Jan 2025 Nonprofit Organizations Institute
Corbin Morris,
The Walton Family Foundation - Washington, DC
Maura L. Whelan,
Simpson Thacher & Bartlett LLP - New York, NY