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Fiscal Sponsorship for Funders (Not Dummies)

Wednesday, May 21, 2014 -
10:00am to 11:30am PDT
The San Francisco Foundation
One Embarcadero Center, Suite 1400, San Francisco, CA
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Tax Laws for Private Foundations What You Always Wanted to Know But Were Afraid to Ask is part of NCG's two-part Legal Essentials for Grantmakers pilot.
The field of philanthropy is now more complex and dynamic than ever. Philanthropy, and the profession that supports it, is evolving in sophisticated ways, requiring new resources to support the people and organizations charged with grantmaking more productive and effective. These increased demands on philanthropic organizations and their staffs have produced an unprecedented need for professional development throughout the field, specifically in the area of legal compliance.
NCG is committed to serving this need through the continued development of its educational programs. Now more than ever it is increasingly important for grantmakers to understand the legal environment in which they operate, which is why NCG created this two-session legal essentials pilot for grantmakers.

Program Description

This seminar will explain what fiscal sponsorships are, how to fund a fiscally-sponsored project properly, and what happens if things go wrong, with tips for what to look out for and how to address common problems.  Please bring all your questions pertaining to funding sponsorships.
Please join us to learn more about:
  • the appropriate uses of fiscal sponsorship;
  • earmarking - the program and solution;
  • what a private foundation should look for in making a fiscal sponsorship grant; and
  • other potential issues in fiscal sponsorship.

Target Audience

Both programs are free and open to staff who work in all capacities and trustees of NCG member foundations. To learn more about the series contact NCG Program Specialist Angela Jones at 415.777.4111 ext. 15 or at ajones[at]ncg[dot]org.


Rosemary Fei is a principal at the law firm of Adler & Colvin, San Francisco.  Her firm represents nonprofit and tax-exempt organizations exclusively, and her practice spans the full range of nonprofit and tax-exempt legal issues, with emphasis on political advocacy issues and nonprofit corporate governance. Rosemary is a member of the Exempt Organizations Committee, Tax Law Section, American Bar Association, and Co-Chair of its Subcommittee on Political and Lobbying Organizations and Activities; the former Chair of the Board of Redefining Progress and a former director of The Conservation Campaign, Center for Lobbying in the Public Interest, CompassPoint Nonprofit Services, and The Marine Mammal Center. Before joining Adler & Colvin, Rosemary was a general business transactional lawyer, a Federal election law compliance officer and budget director for the Dukakis Presidential campaign, and an attorney in the U.S. Department of State. Rosemary writes and teaches extensively. Rosemary graduated summa cum laude from The Wharton School, University of Pennsylvania in 1980, and she graduated cum laude from Harvard Law School in 1986.
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