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Your search found 78 record(s)
Results are sorted by year, the most recent publications appearing first. To change to an alphabetic sort, or a shorter format without abstracts, use the drop list at the top of the page.


1.   Beggs, Sara;  Carroll, Andy (ed.) How to avoid self-dealing. Washington, DC: Association of Small Foundations. 2008. 30 p.

Abstract: Describes the rules that prohibit foundations from participating in transactions with foundation insiders, or "disqualified persons." The guide explains the range of prohibited activities, discusses exceptions to the prohibitions, and provides suggestions for protecting your foundation.

Call Number: 510 ASF HOW AVO
Subject/descriptor: Foundations--accountability;  Foundations--law and legislation;  Laws regulating philanthropy
Location: New York;  DC;  Cleveland;  San Francisco;  Atlanta

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2.   Cohen, Rick. "'Greenlining' foundation grantmaking : racial equality reporting in California". Nonprofit Quarterly vol. 15 (Summer 2008) p. 60-6.

Abstract: Weighs the pros and cons of AB 624, the proposed bill that would require large private foundations in California to report on their grantmaking to minority-led organizations, and to nonprofits that serve minority populations.

Subject/descriptor: Foundations--California;  Foundations--diversity;  Foundations--law and legislation;  Foundations--controversial activities
Location: New York;  DC;  Cleveland;  San Francisco;  Atlanta

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3.   Dorfman, Aaron. "Serious about diversity? Measure it.". Responsive Philanthropy (Spring 2008) p. 2-5.

Abstract: The National Committee for Responsive Philanthropy's executive director argues in support of AB 624, the proposed bill that would require California's largest foundations to publicly share diversity data concerning their boards, staff, grantees, and vendors. He compares trade associations' opposition to the bill to the banking industry's resistance to the Home Mortgage Disclosure Act and Community Reinvestment Act during the 1970s.

Subject File Number: 910
Subject/descriptor: Foundations--diversity;  Foundations--California;  Foundations--law and legislation--United States;  Foundations--public responsibility
Location: New York

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4.   Hopkins, Bruce R. Private foundation law made easy. Hoboken, NJ: John Wiley & Sons. 2008. xvi, 301 p.

Abstract: In this comprehensive and non-technical guidebook, Hopkins covers the basic principles of foundation law as well as new issues and emerging concepts. He distinguishes between private foundations and public charities and their subgroups. Chapters discuss legal concerns such as disqualified persons, tax rules, payout, prohibited expenditures, self-dealing, investments, business holdings, charitable giving, reporting requirements, alternatives to private foundations, governance, and trustee liability. Indexed.

Call Number: 914 HOP PRI
Subject/descriptor: Foundations--law and legislation--United States;  Foundations--accounting
Location: New York;  DC;  Cleveland;  San Francisco;  Atlanta

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5.   Kramer, Mark;  Stetson, Anne. A brief guide to the law of mission investing for U.S. foundations. Boston, MA: FSG Social Impact Advisors. 2008.

Abstract: Provides an overview of the law related to mission investing, based on legal research and interviews with practitioners at foundations.

Subject File Number: 517
Subject/descriptor: Foundations--investments;  Foundations--law and legislation--United States
Location: New York

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6.   Perry, Suzanne. "California's diversity push fuels pressure on foundations elsewhere". Chronicle of Philanthropy vol. 20 (24 July 2008) p. 30.

Abstract: Following California lawmakers' introduction of a bill that would require the state's foundations to report on the diversity of their giving, staff, and boards, groups in other parts of the country have expressed interest in pursuing similar requirements for their states. The article discusses efforts made in Pennsylvania, New Jersey, Florida, and other locations.

Subject/descriptor: Foundations--diversity;  Foundations--law and legislation;  Foundations--California
Location: New York;  DC;  Cleveland;  San Francisco;  Atlanta

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7.   VanDeCarr, Paul. Grants to individuals : investing in people and their communities. New York, NY: GrantCraft. 2008. 33 p.

Abstract: The brief guide explains how grants to individuals can help grantmakers achieve objectives. The author provides advice for designing, managing, and evaluating a grants-to-individuals program. Includes five case studies and a section on legal issues.

Call Number: 519 GRA IND
Subject/descriptor: Foundations--grantmaking;  Foundations--grants to individuals;  Foundations--management;  Foundations--case studies;  Foundations--law and legislation--United States;  Laws regulating philanthropy--(2000-2009);  Individual grants and grantseekers
Location: New York;  DC;  Cleveland;  San Francisco;  Atlanta

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8.   Adler, Betsy Buchalter;  Mittermaier, Ingrid P.;  Levitt, David. The rules of the road : a guide to the law of charities in the United States. 2nd ed. Washington, DC: Council on Foundations. 2007. vii, 86 p.

Abstract: For both a domestic and international audience, explains the U.S. laws as they pertain to charities. Defines "charity" and describes the tax benefits of the charitable status; various categories of public charities; certain regulations of private foundations; issues related to lobbying and advocacy; foreign charitable activity; governance and accountability; and commercial activities. Appendices include samples of articles of incorporation and the foreign equivalence affidavit.

Call Number: 900 ADL
Subject/descriptor: Nonprofit organizations--law and legislation--United States;  Laws regulating philanthropy--(2000-2009);  Lobbying;  Nonprofit organizations--government regulations;  Foundations--law and legislation
Location: New York;  DC;  Cleveland;  San Francisco;  Atlanta

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9.   Comparative highlights of foundation laws : the European Union of 27. Brussels, Belgium: European Foundation Centre. 2007. 24 p.

Abstract: Provides an overview of the laws governing foundations in each of the 27 Member States of the European Union, through comparative charts. Issues addressed include the purpose that a foundation may legally pursue, the need for state approval or registration, the minimum capital required, and many others.

Subject File Number: 305
Subject/descriptor: Foundations--Europe;  European Union;  European Foundation Centre;  International philanthropy--Europe;  Foundations--law and legislation
Location: New York;  DC;  Cleveland;  San Francisco;  Atlanta

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10.   Internal Revenue Service. Compliance guide for 501(c)(3) private foundations. [Washington, DC]: U. S. Department of the Treasury. Internal Revenue Service. [2007]. 35 p.

Abstract: Explains the types of private foundations and identifies the activities that may put a foundation's exempt status at risk. Describes federal tax returns for foundations as well as recordkeeping and public disclosure requirements.

Subject File Number: 918
Subject/descriptor: Tax exemption;  Laws regulating philanthropy--(2000-2009);  Federal laws regulating philanthropy;  Foundations--law and legislation
Location: DC;  Atlanta

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11.   Lieber, Penina Kessler (ed.);  Levy, Donald R. (ed.) Complete guide to nonprofit organizations : law, taxation, operational planning. 2007 cumulative supplement. Kingston, NJ: Civic Research Institute. 2007. various pagings.

Abstract: Updates the Complete Guide to Nonprofit Organizations with new legislation and significant cases decided since the original's publication. In addition to updating older material, this supplement contains two new chapters: Public Charities and Current Governance Issues for Health Care Organizations. Directed to lawyers, accountants, consultants and board members who advise nonprofit organizations. Major chapters include: The Nonprofit Organization--Its Form and Structure; Tax Issues for Private Foundations; Exempt Organizations: Noncharitable Special Purpose Organizations; Intermediate Sanctions: Accountability Rules for Nonprofit Insiders; Employee Benefits Basics for Nonprofit Employers; Intellectual Property Issues; Current Issues in Nonprofit Health Care; State Charitable Solicitation Statutes; Cross-Border Philanthropy. Includes table of cases and federal and state statutes. Indexed.

Call Number: 944 LIE SUPP
Subject/descriptor: Nonprofit organizations--law and legislation--United States;  Tax exemption--procedures;  Foundations--law and legislation--United States
Location: New York;  DC;  Atlanta

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12.   Minnesota Council on Foundations. What every grantmaker should know & frequently asked legal questions. Minneapolis, MN: Minnesota Council on Foundations. 2007. v, 54 p.

Abstract: This guidebook addresses key legal issues including self-dealing, excess benefit transactions, compensation, conflicts of interest, investments, grantmaking, public policy, lobbying, payout requirement, reporting, public disclosure, and audits.

Call Number: 914
Subject/descriptor: Foundations--accountability;  Foundations--administration;  Foundations--management;  Foundations--law and legislation
Location: New York;  Atlanta

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13.   Panel on the Nonprofit Sector. Principles for good governance and ethical practice : a guide for charities and foundations. Washington, DC: Independent Sector. 2007. 28 p.

Abstract: The guide outlines 33 practices designed to support board members and staff leaders of every charitable organization as they work to improve their own operations. The Panel on the Nonprofit Sector incorporated a careful review of more than 50 self-regulation systems, counsel from a diverse committee of experts, and significant feedback from the field in the development of the principles outlined in the publication.

Subject File Number: 406
Subject/descriptor: Nonprofit organizations--administration;  Nonprofit organizations--government regulations;  Nonprofit organizations--law and legislation--United States;  Nonprofit organizations--ethics;  Foundations--administration;  Foundations--government policy;  Foundations--law and legislation--United States
Location: New York;  DC;  Cleveland;  San Francisco;  Atlanta

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14.   Accountability self-assessment for staffed private foundations. Washington, DC: Forum of Regional Associations of Grantmakers. 2006. 44 p.

Abstract: The assessment tool covers governance, communications, grantmaking, finance, administration, personnel, public policy, mission, and evaluation.

Subject File Number: 510
Subject/descriptor: Foundations--accountability;  Foundations--administration;  Foundations--law and legislation--United States
Location: Atlanta

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15.   Accountability self-assessment for unstaffed private foundations. Washington, DC: Forum of Regional Associations of Grantmakers. 2006. 38 p.

Subject File Number: 510
Subject/descriptor: Foundations--accountability;  Foundations--administration;  Foundations--law and legislation--United States;  Family foundations--administration
Location: Atlanta

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16.   "Addressing the foundation payout debate : a strategic, mission-based approach". Snapshots vol. 40 (February-March 2006) p. 1-5.

Abstract: This article presents in a concise but detailed narrative the pros and cons of the payout debate, drawing extensively on a recent report by Thomas J. Billitteri.

Subject File Number: 918
Subject/descriptor: Foundations--law and legislation--United States;  Foundations--grantmaking--analysis;  Foundations--government policy
Location: New York

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17.   Associations, fondations, congrégations : 2006-2007 [in French]. Levallois, France: Editions Francis Lefebvre. 2006. 1,420 p.

Abstract: This comprehensive manual explains the legal underpinnings that regulate the nongovernmental sector in France. Indexed.

Call Number: 306 FRA ASS
Subject/descriptor: Foundations--France;  Foundations--government policy;  Foundations--law and legislation;  Nongovernmental organizations
Location: New York

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18.   Beggs, Sara;  Perry, Miranda. Legal essentials for small foundations. Washington, DC: Association of Small Foundations. 2006. 31 p.

Abstract: Discusses legal issues related to grantmaking, operations, administration, investment, and termination.

Call Number: 510 ASF LEG
Subject/descriptor: Foundations--law and legislation;  Laws regulating philanthropy--(2000-2009)
Location: New York

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19.   Biemesderfer, David;  Kosaras, Andras. The value of relationships between state charity regulators & philanthropy. Washington, DC: Council on Foundations. 2006. iv, 41 p.

Abstract: Provides an overview of government regulation of charities--at the federal level, state level, and by attorneys general. Throughout, the authors emphasize the mutually beneficial nature of these relationships. Case studies from Illinois, Michigan, New Hampshire, and Ohio illustrate ways that regulators and charities can collaborate.

Subject File Number: 900
Subject/descriptor: Government regulation of philanthropy--federal;  Government regulation of philanthropy--state and local;  Foundations--law and legislation--United States;  Nonprofit organizations--law and legislation--United States
Location: New York;  DC;  Cleveland;  San Francisco;  Atlanta

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20.   Carroll, Andy. Effective governance for unstaffed foundations. Washington, DC: Association of Small Foundations. 2006. 15 p.

Abstract: Contents cover board structure, grantmaking, foundation administration, and legal issues.

Call Number: 510 ASF EFF
Subject/descriptor: Foundations--administration;  Foundations--grantmaking;  Foundations--law and legislation--United States;  Board members
Location: New York

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