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Donor Advised Funds and Impact Investing for Nonprofit Organizations

Contains material from Feb 2018

Donor Advised Funds and Impact Investing for Nonprofit Organizations
4.19 out of 5 stars
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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.

Technical Questions?
512.475.6700
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Session 1: Donor Advised Funds, Supporting Organizations, and Fiscal Sponsors - 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.

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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1. Donor Advised Funds, Supporting Organizations, and Fiscal Sponsors (Feb 2018)

Andrew Schulz

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(mp3)
46 mins
(pdf)
13 pgs
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

Show session details

2. Investing in the Future: Impact Investing by Nonprofit Organizations (Feb 2018)

David A. Levitt, M. Ruth M. Madrigal

0.75 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
48 mins
(pdf)
14 pgs
Paper
(pdf)
15 pgs
(pdf)
13 pgs
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