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This one-hour webinar will offer a high-level overview of recent trends and best practices for foundation governance. Attorneys from the Nonprofit and Tax-Exempt Organizations group of Dentons, the world’s largest global law firm, will present practical tips for governance and legal compliance, focused on small to mid-size foundations. Drawing from both national trends in the industry and the impact of the pandemic and social change, topics will include:
- Considerations for revising bylaws and conflict of interest policies;
- Foundation political activity, including lobbying and advocacy;
- Issues to consider when funding a project with a fiscal sponsor; and
- Updating grant agreements.
Speakers
| Jeffrey Fromknecht Counsel Dentons Cohen & Grigsby |
Hayley Haldeman Counsel Dentons Cohen & Grigsby |
This program is for members of the following philanthropy-serving organizations: Maryland Philanthropy Network, Council of New Jersey Grantmakers, Florida Philanthropic Network, Grantmakers of Western Pennsylvania, Philanthropy Wisconsin, NY Funders Alliance, and North Carolina Grantmakers.
This one-hour webinar will offer a high-level overview of employment law trends and best practices for foundations. Attorneys from the Labor & Employment and Nonprofit & Tax-Exempt Organizations groups of Dentons, the world’s largest global law firm, will present practical tips for small and mid-size foundations with regard to employment and workplace issues. Drawing from both national trends in the industry and the impact of the pandemic and social change, topics will include:
- social media policies;
- remote and hybrid work considerations;
- job descriptions and changes with hiring practices; and
- independent contractor agreements.
Our speakers will hold time for Q&A at the end of the presentation. As part of the registration process, attendees may also submit questions or topic area suggestions for our speakers to address if time allows.
Speakers
Carsen Ruperto, Counsel, Dentons Cohen & Grigsby
Hayley Haldeman, Counsel, Dentons, Cohen & Grigsby
This program is for members of the following philanthropy-serving organizations: Maryland Philanthropy Network, Council of New Jersey Grantmakers, Florida Philanthropic Network, Grantmakers of Western Pennsylvania, Philanthropy Wisconsin, NY Funders Alliance, and North Carolina Grantmakers.
President Obama's Hurricane Sandy Task Force released this rebuilding strategy to serve as a model for communities across the nation facing greater risks from extreme weather and to continue helping the Sandy-affected region rebuild. The Rebuilding Strategy contains 69 policy recommendations, many of which have already been adopted, that will help homeowners stay in and repair their homes, strengthen small businesses and revitalize local economies and ensure entire communities are better able to withstand and recover from future storms.
A Framework for Change
The Doing Good Better Steering Committee encourages funders to focus on and advocate for four (4) changes that can make an immediate difference in addressing power dynamics between nonprofits and funders and maximizing nonprofit impact. These goals are aligned with Trust Based Philanthropy, and are interdependent; when combined, they foster equity and a spirit of mutual trust between grantmakers and nonprofit partners. For more details about a specific goal, click on its individual goal link below.
• Goal 1: Center Equity
• Goal 2: Provide Flexible Funding
• Goal 3: Provide Reliable Funding
• Goal 4: Reduce Paperwork Burden
Self-Assessment/Reflection Tool for Funders
Philanthropy and Nonprofits for Greater Impact: The “Doing Good Better” Blueprint Video
Private and public foundations can play an important role in advocacy by engaging in advocacy themselves and funding their grantees to advocate on their issues. After this workshop with Bolder Advocacy, your foundation will have a clear understanding of the kinds of advocacy activities you can safely engage in and best practices for grantmaking to give your grantees the most flexibility under the law for their advocacy efforts. Not sure how to make the case for funding advocacy? Uncertain whether you can fund grantees that lobby? Wondering whether your public or private foundation can speak out on a particular issue? This training answers these questions and more! The workshop is designed for foundation staff and trustees.
Participants will learn:
- Why public and private foundation should support advocacy;
- An overview of activities that constitute advocacy and public policy work;
- Various advocacy roles for foundations;
- The tax code’s definitions of lobbying;
- Activities that are exceptions to the definitions of lobbying, including those which private foundations can engage in;
- Rules for private and public foundation grants to nonprofits that lobby, including general support, specific project, and multi-year grants; and
- Grant agreement language that permits support for policy work.
This will be a virtual session; connection details will be provided upon registration.
This program is for members of the following philanthropy-serving organizations: Maryland Philanthropy Network, Council of New Jersey Grantmakers, Florida Philanthropic Network, Grantmakers of Western Pennsylvania, Philanthropy Wisconsin, NY Funders Alliance, and North Carolina Grantmakers.
United Philanthropy Forum is committed to advancing racial equity in philanthropy. We provide space for our members to connect, learn and share together on how to effectively address racial equity in their work as philanthropy-serving organizations (PSOs), and works to share our members’ learnings with the broader philanthropy field. As part of these efforts, we are pleased to share case stories from our members about their racial equity work.
Case Story
Funders Together to End Homelessness: A Racial Equity Learning Journey
Funders Together to End Homelessness began its racial equity journey in 2016. Its case story explains how the PSO named racial equity in its strategic plan and embarked on a learning journey together with its board, staff, and members to normalize the conversation about structural and historic racism and how it contributes to disparities in the homelessness system. The story also describes how Funders Together created a two-year community of practice, called Foundations for Racial Equity (FRE), that has been a critical part of its journey, and how its codified its racial equity work through the creation of its Commitment to Racial Equity.
Read Funders Together’s Case Story
Listen to Funders Together’s CEO Amanda Misiko Andere talk about her organization’s racial equity journey on an episode of the ForumNation podcast.
Case Story
Southeastern Council of Foundations: An Experiential Racial Equity Journey
In early 2018, the Southeastern Council of Foundations (SECF) along with its board undertook a racial equity learning journey in order to develop an Equity Framework that would describe and define SECF’s character, what it stood for, and what its leaders were willing to fight for. The decision to develop the Equity Framework was the culmination of years of work. SECF’s case story explains how the organization used data to inform the development of its Equity Framework, created an Equity Task Force to lead the effort of developing a Framework, and engaged board, staff and Task Force members in a racial equity learning journey.
Listen to SECF’s President & CEO Janine talk about her organization’s racial equity journey on an episode of the ForumNation podcast.