Many are familiar with the notion that a foundation has to disburse roughly 5 percent of its assets every year in grants and other charitable .. Read more expenses. However, more sophisticated foundations are starting to tap into the “other 95 percent” of their portfolio to further their charitable goals. While ESG investing has its champions and detractors, “impact” investments in the form of mission- and program-related investments (MRIs and PRIs) are becoming more widespread because such investments seek, to differing degrees, financial and charitable returns on their investments. In this presentation, we’ll discuss these “hybrid” financial and charitable options and describe their advantages and drawbacks. Jeffrey D. Haskell is one of the nation’s most knowledgeable speakers and authors in the areas of private foundation law, compliance, and taxation. He works with and provides guidance to a team of attorneys, accountants, and support professionals who provide tax reporting services to clients of the company as well as support to foundations and their advisors on a range of issues including Program- and Mission-Related Investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects, return preparation, and compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.
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