Midwest Family Foundation Webinar Series: Legal Pitfalls - Do You Know What You Don't Know?

Wednesday, November 15, 2017 12:00pm - 1:30pm CST

Description: After getting great legal advice while establishing the foundation, many family foundations plunge ahead without ongoing professional help.  Most legal mistakes are inadvertent and avoidable – foundations just need to know what to look out for, and where to look for help.  Join this interactive session for a discussion on how foundations navigate potential legal issues safely.

Speaker: Jennifer Oertel, Attorney & Counselor, Jaffe Raitt Heuer & Weiss P.C

Jennifer Miller Oertel is a shareholder in the law firm of Jaffe Raitt Heuer & Weiss where she leads the firm’s Tax-exempt Organizations and Impact Investing Group.  Jennifer serves as co-chair of the Nonprofit Corporations Committee (Business Law Section) of the State Bar of Michigan, was the founding Vice Chair of the Michigan chapter of Social Enterprise Alliance, is one of five judges of  “Crain’s Best Managed Nonprofits” and regularly judges social enterprise business plan competitions.  Elected as a  “Leader in the Law” and to “dBusiness Top Lawyers” and “Superlawyers,” Jennifer represents family and corporate foundations, community foundations, public charities, regional associations, trade associations, chambers of commerce, religious organizations and other tax-exempt organizations as well as impact investors, impact funds, and social enterprises,  in all aspects of their business.  She was recently appointed by the Council on Foundations to the National Standards Board, and in 2015 her impact investing practice was highlighted by National Law Journal. 

2017 Midwest Family Foundation Webinar Series

Join colleagues from across the Midwest and beyond for four webinars designed for staff and/or trustees affiliated with non- or small-staffed family foundations eager to find new ways of thinking smarter and performing better when it comes to their grantmaking.

This webinar series is presented in collaboration with Indiana Philanthropy Alliance (IPA), Philanthropy Ohio (PO), Council of Michigan Foundations (CMF), and Minnesota Council on Foundations (MCF). Together, these regional associations hope to harness and share the collective expertise of each state’s leading philanthropic organizations and trusted community partners.

  • 5/17/17 | Exploring Affective vs Effective Grantmaking (Hosted by Philanthropy Ohio)
  • 7/26/17 | Is Your Family's Philanthropy Ready for the Future (Hosted by Indiana Philanthropy Alliance)
  • 9/28/17 | Going Beyond Grantmaking: Using Impact Investment Tools for Mission (Hosted by Minnesota Council on Foundations)
  • 11/15/17 | Legal Pitfalls: Do You Know What You Don't Know? (Hosted by Council of Michigan Foundations)

By the end of each webinar, participants should be able to:

  • Understand the concepts and strategies related to effective family philanthropy

  • Learn with like-minded family philanthropy professionals in Ohio, Indiana, Michigan, and Minnesota; and

  • Use tools and best practices to design and implement effective family philanthropic strategies.

Presented by Indiana Philanthropy AllianceCouncil of Michigan FoundationsMinnesota Council on FoundationsPhilanthropy Ohio

Register by: 11/13/17

MCF cancellation policy: Please cancel by 11/13/17 in order to receive a refund. In order to view or cancel current registrations, login to your account at www.mcf.org. Once you are logged in, click on "My Account" at the top of the screen. Your profile will show up in the main body of the webpage. Click on "Registrations" in the menu above your profile. Here you'll be able to view all your current registrations and cancel if necessary

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