Toeing the Line: Addressing Common Legal Pitfalls in Family Foundation Governance

Thu, December 11, 2014,
11:30am to 1:00pm PST

Can our family office charge our foundation for rent? Is it OK for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family's donor advised fund to help make year-end payout requirements? How do we handle travel expenses for our upcoming Next Generation Board meeting?

Join us for this year-end refresher on some of the most common dilemmas in family foundation governance and management, featuring nationally recognized legal advisor Andrew Schulz of Arabella Advisors. Andrew will answer these questions and many more and the call will feature double bonus Q & A time to ensure that all of your questions are answered!

Date: December 11, Thursday
Time: 11:30 a.m. - 1:00 p.m. PST
Location: Webinar hosted by National Center on Family Philanthropy

Featured speaker: Andrew Schulz, general counsel for Arabella Advisors, formerly national director of community and legal relations at Foundation Source.

This webinar is designed for family philanthropy board members, donor advisors, staff, donors, and advisors interested in making sure they are following key rules and regulations regarding family foundation governance and management.


More information and registration (free with your Philanthropy Northwest membership)

For questions regarding NCFP log in access, please email Leslie Silverman.