eCourse
Donor Advised Funds and Impact Investing for Nonprofit Organizations
Contains material from Feb 2018
Good
Excellent information. Well-delivered and discussed. Good materials.
First half by Andrew was excellent. Clear and concise with good examples, etc. Second half by Ruth and David was way too technical and rather boring, with few examples and those given weren't even that clear-cut. This is the area of law I work in and it even had me confused. Very unclear.
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Session 2: Investing in the Future: Impact Investing by Nonprofit Organizations - Explore what it means to be an impact investor, including the current state of impact investing by nonprofit organizations. Hear a discussion on the relationship between mission-related and program-related investments, the prudent investor rules applicable to nonprofit organizations under UPMIFA and to charitable trusts under applicable trust law, as well as the extent to which officers and directors may consider the relationship between an investment and a tax-exempt purpose when making investment decisions.
Includes: Audio Paper Slides
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Andrew Schulz
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Session 1
—46 mins
Donor Advised Funds, Supporting Organizations, and Fiscal Sponsors (Feb 2018)
Increasingly, private foundations, corporations, and individuals are working through DAF’s, fiscal sponsors and other intermediaries to increase efficiency, enhance effectiveness, and reduce risk. Explore the various options, how to properly structure them, the compliance advantages of doing so, and common situations where working through intermediaries is common, including international grantmaking, grants to individuals, funder collaboratives, and PRI’s.
Originally presented: Jan 2018 Nonprofit Organizations Institute
Andrew Schulz,
Arabella Advisors - Washington, DC
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David A. Levitt, M. Ruth M. Madrigal
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Session 2
—48 mins
Investing in the Future: Impact Investing by Nonprofit Organizations (Feb 2018)
Explore what it means to be an impact investor, including the current state of impact investing by nonprofit organizations. Hear a discussion on the relationship between mission-related and program-related investments, the prudent investor rules applicable to nonprofit organizations under UPMIFA and to charitable trusts under applicable trust law, as well as the extent to which officers and directors may consider the relationship between an investment and a tax-exempt purpose when making investment decisions.
Originally presented: Jan 2018 Nonprofit Organizations Institute
David A. Levitt,
Adler & Colvin - San Francisco, CA
M. Ruth M. Madrigal,
Steptoe & Johnson LLP - Washington, DC