FUNDAMENTALS | Identifying High Impact Opportunities

What is high impact philanthropy? This session will discuss what it means to practice high impact philanthropy, including how to assess opportunities for social impact, philanthropic ‘bang for buck’, and other factors that can inform funders decisions.

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FUNDAMENTALS | The Painless Way to Ace an Audit

  Transparency and setting expectations with beneficiary organizations Reporting requirements that enable successful monitoring and evaluation Record-keeping requirements Adverse outcomes of inadequate record-keeping Being prepared for an audit          

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FUNDAMENTALS | 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.

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FUNDAMENTALS | Vetting Foreign Organizations

Getting to know and trust a partner organization or grantee that is thousands of miles away and operates in a foreign legal context can be daunting. Within the context of AML and CFT requirements, this session will discuss best practices in vetting foreign charities, identifying red flags during due diligence, and going beyond a checklist […]

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FUNDAMENTALS | Cross-Border Giving Roadmap

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 validation—outlining the full flowchart of the international grantmaking process. The session will conclude by introducing the IGS19 Case Study, a practical example that will unfold throughout the two-day Symposium, following the full […]

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