eCourse
Managing Private Foundation Risk
Contains material from Feb 2019
Managing Private Foundation Risk
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Session 1: Understanding, Planning For, Managing, and Funding Risk in Private Foundation Grantmaking - Hear how philanthropies can use innovative risk management approaches and tools to keep impact on track. Go beyond D&O insurance to see how risk management can address uncertainty and ensure sustainability in grant making—with a clear focus on ultimately protecting the populations you serve.
Session 2: Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment - Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!
Session 2: Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment - Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!
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1.
Understanding, Planning For, Managing, and Funding Risk in Private Foundation Grantmaking (Feb 2019)
A. Nicole Campbell, Maya Winkelstein
0.75
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0.00
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Session 1
—46 mins
Understanding, Planning For, Managing, and Funding Risk in Private Foundation Grantmaking (Feb 2019)
Hear how philanthropies can use innovative risk management approaches and tools to keep impact on track. Go beyond D&O insurance to see how risk management can address uncertainty and ensure sustainability in grant making—with a clear focus on ultimately protecting the populations you serve.
Originally presented: Jan 2019 Nonprofit Organizations Institute
A. Nicole Campbell,
Dalio Philanthropies - Westport, CT
Maya Winkelstein,
Open Road Alliance - Washington, DC
Show session details
2.
Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment (Feb 2019)
Jody Blazek, Nishka Chandrasoma
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2
—42 mins
Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment (Feb 2019)
Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!
Originally presented: Jan 2019 Nonprofit Organizations Institute
Jody Blazek,
Blazek & Vetterling - Houston, TX
Nishka Chandrasoma,
Ford Foundation - New York, NY