Beyond Grantmaking: Additional Mechanisms for Mission

34^th Annual Nonprofit Organizations Institute, Austin, Texas, 01/13/2017, (co-presented with James P. Joseph of Arnold & Porter LLP)

In the spirit of “thinking outside the box while working within the rules,” this presentation explores options for foundations to pursue in order to maximize their missions by going beyond or supplementing traditional grant making initiatives while still maintaining compliance with the private foundation prohibited transaction rules.  Key topics explored include a discussion of the basic parameters of the private foundation rules; alternatives to traditional private foundations, including foundations that engage in direct charitable activities, medical research organizations, charitable joint ventures and more; and program- and mission-related investments.  Additional information may be found in the related reference outline, Beyond Grantmaking: Additional Mechanisms for Mission.