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Program-Related Investment Rules for Private Foundations

This free (and fun) video resource defines and helps the user understand the basic legal rules for program-related investments.  The video guides the user through the PRI process, and discusses how these investments can support the organization’s programmatic work and/or expand the organization’s charitable work. The training features “Maya,” a program officer that helps participants through the course in a way that reflects actual experiences. Participants can return to the training at any time for a refresher and click on the individual modules to refer back to specific topics.





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Working With Government Officials: Rules for Private Foundations

This free (and fun) video resource covers the rules for private foundations related to working with government officials and ensure legal compliance, and takes approximately 60 minutes to complete. The training features “Maya,” a program officer that helps participants through the course in a way that reflects actual experiences. Participants can return to the training at any time for a refresher and click on the individual modules to refer back to specific topics.





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Advocacy and Lobbying Rules for Private Foundations

The legal staff at the Packard Foundation, Gates Foundation, Hewlett Foundation and Moore Foundation developed this free, first-of-its-kind resource, which covers the basic legal rules around what staff are allowed to fund and engage in at a private foundation. It takes less than an hour to complete and features “Maya,” a new program officer that leads participants through the course. Participants can also return to the training at any time for a refresher and click on the individual modules to refer back to specific topics. Course covers: Private Foundations and Public Charities Definition of Lobbying Direct Lobbying Spotting Lobbying Issues Read more







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Expenditure Responsibility Rules for Private Foundations

The legal staff at the Packard Foundation, Gates Foundation, Hewlett Foundation and Moore Foundation developed this free, resource, which covers the basic legal rules around expenditure responsibility. It takes less than thirty minutes to complete and features “Maya,” a program officer that helps participants through the course. Participants can also return to the training at any time for a refresher and click on the individual modules to refer back to specific topics. Course covers: Grantees that do and do not require expenditure responsibility How it is exercised (pre-grant inquiries, grant agreements, separate accounts, reports, IRS) How to handle complicating issues Read more