Navigating Legal, Public Policy and Ethical Issues in Philanthropy Resources
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Legal Issues
Foundation Planning Guide
The Foundation Planning Guide covers 14 scenarios that high-net-worth clients commonly face that directly affect their investment planning, tax and estate planning, and charitable planning, and it shows how a private foundation can be used to address them.
Wednesday, August 17, 2016
WASHINGTON, DC -- When Robert Forrester comes to Washington for several days in September, he will have a familiar, but pressing, task on his agenda: meeting with lawmakers and staffers on Capitol Hill to make what might be the biggest pitch of his decades-long career in philanthropy. Forrester, the president and chief executive officer of Newman's Own Foundation, has spent the last five years building support for legislation to save the foundation and open the door to more innovation across the nonprofit world. If Congress doesn't act soon, the foundation could face a whopping 200 percent tax at the end of 2018—a problem Forrester told Bloomberg BNA is an “existential” issue.
Tuesday, August 16, 2016
DANBURY, CT -- Boehringer Ingelheim Cares Foundation and United Way of Western Connecticut invite nonprofits to a complimentary Legal Seminar on Tuesday, September 13, 2016 in Danbury, CT.
Four Important Facts About Lobbying with Foundation Grant Funds
Charity Lobbying in the Public Interest (CLPI) one-page fact sheet provides information about lobbying with foundation grants.
Directors & Officers Liability Insurance
The United Philanthropy Forum-endorsed Directors & Officers Liability Insurance is available to all grantmaking foundations as a service to the field. Coverage is available in all states.