Philanthropic giving from the United States to other countries around the world has increased over the past several years in response to a growing recognition that addressing societal challenges requires more effective cross-sector and cross-border collaboration. As the pandemic has shown us, we are more connected across the globe than ever before.

As international funding increases, there is a corresponding need to ensure the due diligence and legal and regulatory rigor involved in sending those funds to entities around the world is done in a way that supports and builds relationships with grantees. Funding organizations locally is critical to supporting local communities and problem solving alongside them. And effective grant making requires understanding and appreciating, from a legal perspective, the type of funder you are, the type of grantee, and the grant purpose.

This session is for those just getting started in global grantmaking all the way through to those who have been engaged in it for years, and will explore both non-complex and complex grant making concepts.

Nic Campbell, Rockefeller Philanthropy Advisor’s General Counsel, will address how to ensure compliance with key regulations while making grants internationally.

This session will provide guidance on:

• When to engage in which due diligence efforts, and how much is “enough”
• Strategies for balancing legal and regulatory rigor with getting funds to where they will have the most impact
• Ensuring cultural competence when engaging in cross-border grantmaking

The rules surrounding whether a foundation or public charity can engage in or support organizations or projects that engage in lobbying, determining when advocacy is considered lobbying, and when and how much advocacy is permissible for nonprofits under U.S. tax laws, can be complex. These types of questions may become even more complex when navigating these rules in grants to organizations that are not charities. Innovative funders approach this type of grantmaking with an asset mindset instead of a deficit mindset, which often creates deeper impact.

Nic Campbell, Rockefeller Philanthropy Advisor’s General Counsel, will address how to support advocacy through grantmaking to charities and social welfare organizations.

This session will provide guidance on how to:

• Support and structure grants to projects and programs containing advocacy
• Form successful partnerships within organizations engaged in advocacy
• Engage in grant making to (for-profit and nonprofit) organizations engaged in advocacy