Minimum Due Diligence Required to Make a Grant

Presentation Date:

Wed, March 17, 2010

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Note: This video has two parts; the main presentation, followed by a question and answer session. The second video will start after the main presentation ends

This session will provide specific information about the minimum due diligence requirements to make a grant to both U.S. and non-U.S. entities. The distinction between the basic legal requirements and other fact-finding activities will be discussed. Primary emphasis will be on determining and documenting the tax status of an entity in a streamlined manner with respect to both effort and paperwork.

Presenter: Pam Foster, Managing Director and Associate General Counsel, Rockefeller Foundation