Like a grant, a PRI is a vehicle for making charitable capital available to organizations committed to addressing social or environmental concerns. Unlike a grant, however, a PRI is repaid with at least a modest rate of return. After a PRI is repaid, the private foundation may reuse the PRI to fund other charitable purposes. […]
Presented by: Casey Hale, Alexander "Zan" Schindler Offering 1.0 hour of CLE credit Register Here Private foundations are often misunderstood and sometimes maligned as a philanthropic vehicle. Although private foundations are subject to stringent laws, there are nevertheless plenty of ways private foundations can carry out creative and effective philanthropic initiatives. They are not limited […]
Presented by: Casey Hale, Heather Lachenauer, and Christian Matozzo Offering 1.0 hour of CLE credit Register Here Legislation enacted by Congress in July 2025 created “scholarship granting organizations” (SGOs)—a new type of IRC § 501(c)(3) organization whose donors may qualify for a dollar‑for‑dollar “Education Freedom Tax Credit” (EFTC). Effective January 1, 2027 (subject to state […]
