Meeting Archive:
Planning Your Next International Grant: Legal Issues for Foundations and DAFs Giving Abroad

To view the recording, follow the link on the right side of this page. 
 
Presenters: 
 
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Meeting Description:

This one-hour webinar will discuss various issues private foundations and donor advised funds should consider before making grants to foreign organizations. Topics include whether an equivalency determination is the right choice for your grantee; rules around grants to foreign government agencies, instrumentalities, or international organizations; understanding the out of corpus rules; and other potential traps for the unwary.

An application requesting 1 hour of general MCLE credit for this activity is pending for approval by the State Bar of California. 

Details
Date: Wed, Sep 12, 2018
Time: 11:00 AM PDT
Duration: 1 hour
Host(s): LaCheka Phillips, Associate Program Manager | NGOsource
 Presenter Information
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 to all aspects of ED management, she works closely with NGOsource's global network to ensure a streamlined ED process by managing and responding to inquiries and training.
 
Prior to joining NGOsource, Martha worked at 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, she clerked for the Honorable Chief Justice Wallace Jefferson, interned for Nina Totenberg at NPR in Washington, D.C., lived in Vietnam under a Fulbright grant and worked as a freelance journalist. She has authored many articles and blog posts on federal tax law regulations, nonprofit compliance, and international law.
 

Brigit Kavanagh, Esq.
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Brigit’s practice focuses on the laws of nonprofit organizations and charitable gift planning, advising charities, foundations, and their donors on nonprofit tax, trust, and corporate law.  

Brigit has expertise in complex private foundation matters, such as set asides, out of corpus distributions, program related investments, and international grant-making, as well as public charities and charitable gift planning matters, such as endowments, charitable remainder trusts, charitable gift annuities, donor advised funds, and supporting organizations.  

Brigit is an adjunct professor at Golden Gate University, where she co-teaches Tax Aspects of Charitable Giving in the LLM in Taxation program. She is also a contributing and update author for several Continuing Education of the Bar’s (CEB) treatises.  

Brigit is on the Boards of Directors of the Northern California Planned Giving Council and the National Association of Charitable Gift Planners. 

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