Impact Investing and Private Foundations: New Guidance from the IRS and its Implications for the Field
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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:
- IRS Guidance on Mission-Related Investments (PDF)
- Speaker Bios (PDF)
- IRS Rationalizes Prudence Standards for Mission-Related Investments of Private Foundations (Blog Post)
Speakers |
Matt Onek CEO |
Ruth Madrigal Attorney-Advisor |
Tomer Inbar Partner |
Joshua Mintz Vice President & General Counsel |
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.