Legal Essentials

We all want to feel confident that our foundation is operating within its legal bounds. Join us for a full day of interactive and engaging learning geared to those who are new to the legal requirements of private foundation giving, or in need of a refresher. This seminar will cover the essentials of board responsibilities, managing liability, the private foundation rules, staying legal in grantmaking, and more. 

Learning Objectives

By the end of this seminar participants will be able to:

  • Recognize potential legal risks and know when to contact an attorney.
  • Be confident in making grants with proper documentation.
  • Describe the scope and details of state fiduciary duties and the federal “private foundation rules”, including self-dealing.
  • Gain clarity on the advocacy that a foundation can engage in.


May 10, 2017, 8:30 a.m. - 4:30 pm 

8:30 - 9:00 a.m. Registration and Breakfast
 9:00 a.m. - 4:30 p.m.   Legal Essentials Seminar (includes lunch, morning and afternoon breaks)
 4:30 p.m. - 6:00 p.m.   Networking Reception 


Reviews from Past Participants 

“Hands down the best legal seminar I’ve done.”

“This was a wonderful overview of legal issues affecting foundations and their boards. I was not thrilled to learn we’ve been making some mistakes, but now I know what to correct.”

Webinar: Self-Dealing & Conflicts of Interest 

Listen (members only) 


Jim-Joseph Legal Essentials

 Jim Joseph, Partner, Arnold & Porter Kaye Scholer LLP

James Joseph is co-chair of the firm's tax practice, and represents clients on tax planning and litigation matters. He represents tax-exempt organizations in structuring and implementing complex charitable programs and business ventures. James works with corporate and tax-exempt clients on governance, executive compensation, employment tax, and other general tax matters. Since 2013, he has been named a Washington, DC Super Lawyer for nonprofit organizations and tax law. In 2003, James was a recipient of the Ally of Justice Award for his work for the Human Rights Campaign.

Andras-Kosaras Legal Essentials


Andras Kosaras, Counsel, Arnold & Porter Kaye Scholer LLP

Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and operational matters, including structuring domestic and international programs, grantmaking, and business ventures. Additionally, he represents individuals and corporate donors on charitable giving. Andras also works with the firm's legislative team to monitor and provide advice on legislative and regulatory tax proposals affecting tax-exempt organizations. He regularly speaks at programs for tax-exempt organizations.

Bridget Weiss


Bridget Weiss, Partner, Arnold & Porter Kaye Scholer LLP

Bridget M. Weiss represents tax-exempt organizations and has experience advising such organizations in a wide variety of contexts throughout their entire lifecycle – from initial qualification for tax-exempt status to ongoing operations, including implementation of complex programs, grantmaking, lobbying and political activities and business activities. She counsels tax-exempt organizations and their governing bodies facing tax and governance controversies, including both internal investigations and audits and other examinations by the IRS and other government regulators. Bridget also represents individuals and corporate donors on major gifts and other charitable programs.


Looking for a focused discussion on the tricky rules around self-dealing and conflicts of interest?

Members can listen to our webinar on Self-Dealing and Conflicts of Interest  here. It serves as a great lead-in to this daylong seminar. 

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