Legal Issues

This listserv query shares examples of family foundation document retention policies as well as samples from other organization types.

This Midwest webinar addresses frequent questions about self-dealing, conflicts of interest and other policies foundations can use to remain compliant.

The Lawyer on Call legal service for Philanthropy Ohio members can help with your legal questions about your foundation’s operations. The first hour of consulting services is complimentary as part of your Philanthropy Ohio membership. (Note: must be current, paid member to access free hour of advice.) We have several years of experience in connecting our members to expert legal advice and are pleased to introduce Philip Purcell as our Lawyer on Call. View the flyer for more information and contact Mary Dunbar at 614.224.1344 or mdunbar@philanthropyohio.org to submit your legal question.

In this program recording, learn how foundations can support racial equity through advocacy efforts.

This webinar recording shared how having a keen understanding of organizational capacity is crucial to ensuring foundations and nonprofits engaged in community organizing can act quickly on advocacy opportunities when they present themselves.

This webinar recording captures how private and public foundations can engage in nonpartisan election-related activities.

This webinar recording discusses the necessary state and federal forms finance staff must file, information on federal tax reform and new taxes being implemented on foundations.