DEPC Meeting: Unique Ways to Grant Funding With a Private Foundation
The Program:
Unique Ways to Grant Funding With a Private Foundation
How Foundations Can Grant to Individuals and For-Profit Organizations
Although every charitable giving vehicle routinely gives to publicly supported charities, it’s a little-known fact among financial and legal advisors that private foundations are capable of granting directly to individuals and families in need. Although grants to individuals remain a small portion of foundations’ overall granting, Foundation Source often assists foundations with administering them during times of emergency and hardship such as natural disasters and global conflict.
Additionally, it’s not well known that foundations can grant to for-profit organizations as well, as long as the funding supports defined charitable projects.
This discussion will help advisors have more informed conversations with their foundation clients about these granting capabilities, including when they’re feasible and when advance IRS approval may be required (compliance concerns will be addressed). Ultimately, we hope it helps those clients achieve greater impact with their philanthropic funds.
Presented By:
Jeffrey D. Haskell, J.D., LL.M.
Chief Legal Officer and Executive Vice President
Jeff Haskell is a top expert in the areas of private foundation law, compliance and taxation. He is Chief Legal Officer and Executive Vice President for Foundation Source, the leading provider of enterprise-caliber and technology-led charitable giving solutions. In these roles he provides guidance on legal and tax issues to the company’s private foundation clients and their advisors. He has worked with Foundation Source since its inception in 2001.
Articles by Mr. Haskell have appeared in multiple legal, financial and philanthropy-related publications such as Trust & Estates, Taxation of Exempts, Family Wealth Report, Kiplinger.com, Wealthmanagement.com, and eJewishPhilanthropy. Additionally, he is a frequent speaker at conferences, and estate and tax planning councils across the U.S. Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law.
Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He earned a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.
The meeting begins with networking and breakfast at 7:30 a.m.
Members are invited to bring guests. We do not charge for guests at this time. Printed copies of the presentation will not be available at the meeting. A copy of the presentation will be available on the website prior to the meeting.
You are invited to email our office manager, Stephanie Hill, at denverepc@gmail.com with any questions.
This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on Estate Planning Issues.
​Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at stephanie@nonprofitadmin.com
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com.
