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The International Grantmaking Symposium

Now in its sixth year, the International Grantmaking Symposium (IGS) is the premier convening for practitioners, corporate and private foundations, advisors, and attorneys dedicated to advancing international philanthropy, sharing best practices, and getting updated on the latest rules and regulations governing cross-border giving. The Symposium provides the tools to ensure compliance with domestic and international laws and explores the immediate and long-term implications of current trends on domestic and cross-border philanthropy.


 

9:45 am - 10:00 am ET

Welcome Remarks

Ted Hart, President and CEO | CAF America

10:00 am - 10:15 am ET

Breakout Rooms

10:15 am - 11:00 am ET

Cross - Border Giving Mechanisms

FUNDAMENTALS

This session will present the key elements of cross-border giving: The regulatory framework, mechanisms for international grantmaking, and tools for validating charities and projects within the context of the regulatory environment in the United States and Canada. 

Speaker coming soon...

11:00 am - 11:15 am ET

Break

11:15 am - 12:15 pm ET

Establishing Eligibility: ED & ER

FUNDAMENTALS

This session explores in great detail the two tools for making international grants in a legally compliant manner: Equivalency Determination (ED) and Expenditure Responsibility (ER). Providing a step-by-step breakdown of each process, this session will elaborate on when these tools should be used, while also discussing the latest guidance pertaining to ED.

Speaker coming soon...

12:15 pm - 12:45 pm ET

Lunch / Break

12:45 pm - 1:00 pm ET

Breakouts / Networking

1:00 pm - 1:45 pm ET

Civil Society and Sanctions: Navigating a Challenging Relationship

TRENDS

In regions under broad-based US sanctions, while not the intended target, civil society also faces economic hardship. Financial transactions are often delayed or blocked by banks concerned about liability. This session will provide insight on how to navigate sanctions and OFAC policies as a grantmaker to ensure the continued flow of grants to grantees operating in such regions.

Speaker: Paul Carroll, Director | Charity & Security Network

1:45 pm - 2:30 pm ET

The Enabling Environment for Philanthropy: Looking Ahead

TRENDS

This session will provide an up-to-date overview of the normative environment impacting philanthropy worldwide. Dr. Una Osili from the Lilly Family School of Philanthropy will present the Global Philanthropy Environment Index, the world’s largest and most comprehensive effort to document the enabling environment for philanthropy within each economy worldwide. Jessie Krafft from CAF America will provide context on the evolving regulatory environment for international grantmaking around the world.

Speaker: Dr. Una Osili, Associate Dean for Research and International Programs | Lilly Family School of Philanthropy

 

 

 

Speaker: Jessie Krafft,  Senior Vice President of External Affairs | CAF America

2:30 pm - 2:45 pm ET

Break

2:45 pm - 3:30 pm ET

Building Blocks of Impact

TRENDS

Panelists will discuss how corporations can increase the impact of their philanthropy within the context of  “Building Blocks of Impact,” a helpful framework for increasing the ROI on philanthropic investments.

Moderator: Sue Norton, Adjunct Global Impact Strategist | CAF America

Panelists coming soon...

3:30 pm - 3:45 pm ET

Break

3:45 pm - 4:30 pm ET

DEI Strategies in Domestic and Cross-Border Giving

PANEL DISCUSSION & WORKSHOP

The racial reckoning during the pandemic has highlighted a critical systems failure. The complexity of the issue requires a nuanced understanding of local dynamics to move the needle of social progress. This session will explore the implications of diversity, equity, and inclusion on domestic and cross-border donor strategies.

Moderators coming soon...

Speaker: Kimelyn Harris, SVP, ESG and Public Policy | Bank of America, 

 

 

 

 

Speaker: Paula Fabiani, CEO | IDIS

4:30 pm - 4:45 pm ET

Closing Remarks