Agenda

Now in its seventh year, the International Grantmaking Symposium (IGS) has become the preeminent forum for our fellow practitioners, corporate foundation colleagues, advisors, and attorneys to come together and learn about the latest rules and regulations governing cross-border giving. Each year, the IGS hosts a mix of sessions and panels to provide a valuable learning experience for professionals that are new to the field and seasoned industry leaders. View the schedule below:

Keynote
The State of Civil Society

Mandeep Tiwana, the Chief Programmes Officer of CIVICUS, and Ines Ms. Pousadela, Senior Research Advisor, will speak about the enabling environment for charities and the findings of the CIVICUS 2022 State of Civil Society Report. Mr. Tiwana and Ms. Pousadela will discuss the challenges and opportunities for civil society that CIVICUS has observed in their annual global review.

Fundamentals
Establishing Eligibility:
Equivalency Determination and Expenditure Responsibility

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 each tool should be used and will provide practical tips for navigating these IRS regulations.

Supporting Vulnerable Populations in Crisis Zones:
Sanctions Compliance and risk mitigation

In regions under broad-based US sanctions, civil society organizations and charitable organizations often lack access to international financial resources and subsequently face significant economic hardship. Financial transactions are often delayed or blocked by banks concerned about liability, donors are scared away from sanctioned regions due to high risk, and people in need suffer as a result. This session will provide insight on how grantmakers can navigate US sanctions and OFAC policies to ensure the continued flow of grants to grantees operating in such regions. CAF America will also provide practical advice and case studies on navigating philanthropy in sanctioned countries.

Compliance and risk mitigation in grantmaking:
Anti-Money Laundering, Anti-bribery, Anti-terrorism

This session will provide a high-level overview of compliance requirements for financial crime regulations related to cross-border financial transactions and will touch on various regulations related to anti-money laundering, anti-bribery, and anti-terrorist financing. Listeners will be able to walk away from this session with a better understanding of what compliance issues they should look out for when considering cross-border giving.

Trends
The Context for Disaster and Crisis Philanthropy:
Global Challenges to be considered in Philanthropic Planning

A group of distinguished panelists will provide important context on how to conduct effective disaster and crisis philanthropy across borders. Panelists, including representatives from the Intergovernmental Panel on Climate Change and other global institutions, will discuss global challenges we are facing in climate change, geopolitical crises, and the impacts of natural disasters. They will share the mechanisms their institutions use for their strategic planning to prepare for future crises and how they respond in emergency situations.

Climate Justice in International Philanthropy:
Incorporating Diversity and Inclusion Practices into your Disaster Philanthropy Impact Framework

The impacts of climate change and related natural disasters rest disproportionately on the shoulders of vulnerable populations around the world. Speakers from Candid, the Donors of Color Network, and the Disability Rights Fund will discuss the increasing challenges these populations are facing amidst increasing climate-related disasters, and will explore what donors can do to more equitably support populations in regions that often do not receive aid. Our panelists for the session will cover topics focusing on the principles of Climate Justice and will explore how to better incorporate principles of Diversity, Equity, and Inclusion into Crisis and Disaster Philanthropy.

The Importance of Charity Resilience and The Case for Donor Support

The CAF Resilience Program in the United Kingdom was built on the principle that local, grassroots charities are essential to supporting civil society, but they often do not have resources to invest in their long-term resilience or their ability to endure through crises such as the COVID-19 pandemic. The CAF Resilience program pilot tested what resilience could mean for small charities, how resilience funding can be structured and the impact it can have. In this session, CAF will share key learnings from their three-year pilot program, and we will also be joined by the CEO of one of the small charities that benefited from CAF’s investment in their capacity and resilience. The lessons from this pilot program hold important considerations for building an effective disaster relief program, which rely on the ability of local organizations to survive and thrive in the midst of a crisis.

Post-Crisis Models for Funding Economic Development as a Charitable Activity
Building Effective International Emergency Response Grant Programs

Stay tuned for weekly speaker announcements until the International Grantmaking Symposium on November 1 and 2.

Register to join us.