As 2026 draws to a close, private foundations are balancing year-end grantmaking, compliance requirements, and planning for the year ahead. Join us for an open office hours session where the Council’s Legal Resources team will answer any questions you may have about key legal and tax considerations for private foundations including concerns regarding:
• Minimum distribution requirements and qualifying distributions
• Self-dealing considerations and transactions involving disqualified people
• Grants to organizations that are not public charities, including expenditure responsibility requirements
Whether you're wrapping up your foundation’s activities or preparing for a strong start to 2027, this is a great opportunity to get clarity.
Bring your questions! This session is designed to be interactive and responsive to your needs.