2021 Agenda

IGS 2021 Agenda

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


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: Loren Previti (CAP®), Assistant Vice President of Donor Services, CAF America





Speaker: Kelsey McCarthy (CAP®), Sr. Director, Private Donor Services, CAF America

11:00 am - 11:15 am ET


11:15 am - 12:15 pm ET

Establishing Eligibility: ED & ER


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: David Shevlin, Head of Exempt Organizations Practice | Simpson Thacher and Bartlett LLP

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


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


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


2:45 pm - 3:30 pm ET

Building Blocks of Impact


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





Speaker: Gözde Morkoc-Nikelay, Assistant Manager, Europe | PepsiCo Foundation





Speaker: Ana Guerra Oropeza, Foundation Assistant Manager, Latin America | PepsiCo Foundation

3:30 pm - 3:45 pm ET


3:45 pm - 4:30 pm ET

DEI Strategies in Domestic and Cross-Border Giving


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.


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





Speaker: Paula Fabiani, CEO | IDIS





Moderator: Kameish Johnson (CDE®) , Officer of Private Donor Services | CAF America





Moderator: Michael Pedersen (CDE®) , Chief of Staff | CAF America

4:30 pm - 4:45 pm ET

Closing Remarks