PFS2308. Trust Based Philanthropy in Action - Removing Barriers but Remaining Compliant in Grantmaking

This session will explore shifting from control at the private foundation level to listening and learning from grantees and proving more general operating support grants. We will discuss: - what is actually required to obtain before or after a grant is made for compliance and impact measurement. - how to be open up alternative ways of accepting grant submissions (allowing video submissions). - Some foundations that no longer require financial statement audits. What are the risks?

Learning Objectives:

• Identify compliance challenges facing organizations when making grants and PRIs to organizations overseas and the impact of foreign currency fluctuations, and ways to mitigate the impact.
• Analyze the broad range of regulatory filings relating to foreign investments, the types of investments that present the greatest compliance challenges, and red flags to identify in fund documents and agreements.