Tuesday May 21, 2013

Cross-Border Grantmaking: Essential Skills Every Foundation Needs

A growing number of globally engaged foundations are interested in working directly with their overseas partners and grantees. Especially for newcomers, though, the rules and regulations entailed in making cross-border grants can seem daunting. Fear not! This half-day seminar and workshop will explore what a private foundation or donor-advised fund needs to know to fund non-U.S. grantees. In dialogue and exercise, we’ll cover the basics of expenditure responsibility and equivalency determination, anti-terror compliance, IRS reporting, grants to foreign governments, inflow challenges and restrictions, and more. This session will be of use to newcomers to overseas grantmaking as well as to more experienced grantmakers wishing to recharge their skills. It features two members of the Council staff: John Harvey, managing director for global philanthropy, and Kristy Tsadick, staff attorney.