Impact Investing and Private Foundations: New Guidance from the IRS and its Implications for the Field



Join Mission Investors Exchange and the Council on Foundations for a one-hour webinar discussing the implications of the new U.S. Department of Treasury guidance on mission-related investments.

If you have questions about the legal implications of this guidance on your foundation, contact Katherine LaBeau, Policy Director and Counsel for the Council on Foundations.

Handouts for this event:



Matt Onek

Mission Investors Exchange

Ruth Madrigal

Office of Tax Policy of the U.S. Department of Treasury

Tomer Inbar

Patterson Belknap Webb & Tyler LLP

Joshua Mintz

Vice President & General Counsel
John D. & Catherine T. MacArthur Foundation


The discussion will include:

  • An overview of the guidance for private foundations
  • Background on why the guidance was drafted and its implications for the field
  • Specific tips for foundation trustees and finance officers who are considering impact investing
  • Whether and how this guidance affects other types of foundations or impact investors
  • Q and A

We encourage foundation trustees, CEOs, investment officers and other staff and advisors to private foundations to join us. The webinar is free of charge, and registration is required.