Meeting Archive:
An NGOSource Guide to Equivalency Determination

View the recording and slides by following the links on the right side of this page.

Presenters:

  • Meghan Hanson, TechSoup
  • Martha Lackritz-Peltier, NGOsource

Description:

Attendees will understand:

  • What is Equivalency Determination (ED)?
  • What are the requirements for an NGO to be considered equivalent to a U.S. public charity?
  • How much public support is required for an NGO to qualify as a publicly supported organization, and how do we calculate public support?
  • What are the benefits of ED to grantmakers and NGOs relative to expenditure responsibility?
  • What are the benefits of working with NGOsource to support EDs relative to other approaches?
  • What should grantmakers expect when they work with NGOsource?
  • What should NGOs expect?

This webinar is for U.S.-based grantmakers from private, family, corporate, or community foundations and donor advised funds engaged in funding organizations outside the United States.

 

Meeting Description:

Join NGOsource on May 23 from 11 a.m. -12 p.m. Pacific time (2-3 p.m. Eastern) for a live webinar exploring equivalency determination, its role in international giving, and NGOsource’s unique approach to this process.

Throughout the interactive webinar, NGOsource legal counsel Meghan Hanson and Martha Lackritz-Peltier will share insights on this process garnered from NGOsource's legal expertise. Attendees will walk away from the webinar with an understanding of the following:

  • What is Equivalency Determination (ED)?
  • What are the requirements for an NGO to be considered equivalent to a U.S. public charity?
  • How much public support is required for an NGO to qualify as a publicly supported organization, and how do we calculate public support?
  • What are the benefits of ED to grantmakers and NGOs relative to expenditure responsibility?
  • What are the benefits of working with NGOsource to support EDs relative to other approaches?
  • What should grantmakers expect when they work with NGOsource?
  • What should NGOs expect?

This webinar is best suited for U.S.-based grantmakers from private, family, corporate, or community foundations as well as donor advised funds engaged in funding organizations outside the United States.

Please contact webinars@techsoupglobal.org with live closed captioning requests at least 72 hours prior to the event.

 This webinar will be recorded and archived on the NGOsource website. Please register for this webinar to receive an email notification when the archive is available.

 

Details
Date: Tue, May 23, 2017
Time: 11:00 AM PDT
Duration: 1 hour
Host(s): Becky Wiegand

Recordings

•  NGOsource Webinar
 Presenter Information
Meghan Hanson, Associate General Counsel
Speaker Photo

As TechSoup's associate general counsel, Meghan supervises the NGOsource team of equivalency determination (ED) specialists, manages all ED applications, and works with the NGOsource director and general counsel to ensure that NGOsource is a streamlined and efficient resource for both grantmakers and grantees. Meghan also provides a full range of tax and legal support to the organization.

Prior to joining NGOsource, Meghan was assistant general counsel at the Bill & Melinda Gates Foundation. As part of the foundation's legal team, she primarily worked on compliance with the unique tax laws applicable to private foundations (including equivalency determinations and other matters), making and monitoring international grants, and overseeing corporate governance.

She coauthored web-based training for Learn Foundation Law, a project of The David and Lucile Packard Foundation, Bill & Melinda Gates Foundation, The William and Flora Hewlett Foundation, and Gordon and Betty Moore Foundation.

Martha Lackritz-Peltier, Senior Counsel
Speaker Photo

As NGOsource's senior counsel, Martha independently manages a portfolio of equivalency determination (ED) applications, including reviews, approvals, and certifications. In addition, Martha works closely with NGOsource's global network to ensure a streamlined and efficient ED process by managing and responding to inquiries and training.
 
Prior to joining NGOsource, Martha worked at law firm Adler & Colvin, where she counseled nonprofit and tax-exempt organizations and donors, with an emphasis on international grantmaking, advocacy, corporate governance, and charitable solicitation. Prior to this, Martha clerked for the Honorable Chief Justice Wallace Jefferson, interned for NPR's Nina Totenberg, lived in Vietnam under a Fulbright grant, and worked as a freelance journalist. She has authored numerous articles on federal tax law regulations, nonprofit compliance, and international law.
 
Martha holds a bachelor's degree from Brown University and a J.D. from UC Berkeley Law School.

Becky Wiegand
Speaker Photo

Becky is the webinar program manager at TechSoup, where she hosts webinars, creates interactive media and content, and writes on a variety of technology topics for nonprofits and public libraries.
 
Prior to joining TechSoup in 2008, Becky spent a decade on staff at three small nonprofit organizations based in Washington, DC and Oakland, CA, where she was frequently the "accidental techie" trying to make technology decisions for her small-yet-mighty organizations