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2008 Effective Grantmaking Series
Legal Basics for Grantmakers

Date: Thursday, March 20, 2008

Time: 12:30 - 4:30 p.m.

Location: Dorsey-Ewald Conference Center, St. Paul

Cost: See registration options

Faciliators:
Hazen Graves, Faegre & Benson
Gina Kastel, Faegre & Benson
Claire Topp, Dorsey & Whitney



Foundation law experts will share their expertise on legal basics in dissecting statutes, rules and regulations for grantmakers. The program will spotlight issues such as fiscal agents, self-dealing, conflict, current environment, liabilities, lobbying and legislation. Legal experts will facilitate breakout sessions on focus topics including donor-advised funds, and our panel will discuss what is new in the legal arena, including H.R. 4.

Additional topics include:
  • Can a foundation be reimbursed for fundraiser tickets?
  • Can a family foundation pay for a family member's travel?
  • Should foundations use fiscal agents?
  • When can directors and officers be held liable?
  • How are ethical and legal conflicts avoided?
  • What do foundations need to know about IRS audits?
  • How do the Treasury Department's antiterrorism guidelines affect foundations?

Information and resources will be pertinent to all types of grantmakers. This program is tailored for newer foundation staff and those who want a review of the basics of foundation legal requirements.


Maximize your time! Register for this program along with the Primer for New Foundation Staff, with an optional networking lunch!


About the facilitators:

J. Hazen Graves is a partner with Faegre & Benson, concentrating on matters relating to charities and charitable giving. He has advised nonprofit organizations of all kinds regarding nonprofit corporation and charitable trust laws, income and real estate tax exemption, unrelated business income tax, private foundation rules, director liability, charitable contributions, administration of planned giving programs and general nonprofit business matters. Graves is a frequent speaker at programs for charitable organizations. He is an adjunct member of the Exempt Organizations Committee of the Tax Section of the American Bar Association and a member of the Minnesota Council on Planned Giving. He participated in the drafting of Minnesota's nonprofit volunteer "immunity" statute and the Minnesota Nonprofit Corporation Act.

Gina M. Kastel is an attorney in the Health Care and Nonprofit Organizations group at Faegre & Benson. She counsels foundations, charities and other tax-exempt organizations on issues including tax exemption, tax compliance, grantmaking, corporate governance, lobbying and investigations.

Claire H. Topp is a partner in Dorsey & Whitney's Health Group and chair of Dorsey's Non-Profit and Tax-Exempt Organizations practice group. She counsels numerous public charities, private foundations and trade associations on issues relating to formation, governance, fiduciary duties, conflicts of interest, excise taxes, excess benefit transactions and unrelated business income tax and related to obtaining IRS rulings and determination issues.

 
Registration
Registration is filled.
 
MCF Effective
Grantmaking Series

The Effective Grantmaking Series consists of programs on topics that are fundamental to sound practices and principles for responsible and effective philanthropy through grantmaking.

Audience:
The sessions are geared toward those new to the field of grantmaking and/or those who would like a refresher or to update their experience with the most current information and resources. The programs are open to MCF members and nonmember grantmakers.

More information
 
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