Is it self-dealing for our foundation to invest in the same fund as our trustees? - Exponent Philanthropy

Is it self-dealing for our foundation to invest in the same fund as our trustees?

Occasionally, private foundations consider making investments in vehicles where one or more of its disqualified persons (e.g., officers, directors, substantial contributors) have also invested, or are considering an investment.

See this article for considerations when making co-investments with disqualified persons >>

 

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