Advanced Grantmaking & Compliance

For Attorneys Advising Private Foundations

This videotaped presentation by Foundation Source Chief Legal Officer Jeffrey D. Haskell at the Heckerling Estate Planning Institute is intended for attorneys with private foundation clients. It covers important compliance considerations and IRS procedures for advising clients who wish to use the capabilities of their private foundations to go beyond simple contributions to public charities. Topics discussed include making grants to individuals for emergency relief or hardship assistance, awarding scholarships and fellowships, making international grants and grants to non-public U.S. charities, conducting direct charitable activities, compensating insiders, making set-asides for ambitious projects, and making program-related loans, loan guarantees, and equity investments.

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