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PFS2306 - Individual Grants


‐ Jun 22, 2023 3:10pm

This session will include discussions about disaster relief, scholarships, prizes and other types of distributions. Which require advance approval, and which do not. Which are taxable to the recipient and which are not. What is the difference between qualified and non-qualified disasters and how can a foundation be used to respond to each kind. What are the self-dealing concerns with non-qualified disasters which must be dealt with. Explore alternative tools, beyond private foundations, to provide non-qualified disaster relief to individuals. What is the difference between qualified and non-qualified disasters and how can a foundation be used to respond to each kind.


Learning Objectives:

  • Recognize when additional steps are required by a PF to make grants to individuals
  • Indicate what the various types of individual grants to individuals are and what the reporting requirements are for each type

Speaker(s):

Category:

General Session Onsite and Online

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