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International Grantmaking: Staying Compliant While Working with What You Have

When: 
Tuesday, December 13, 2016
12:00pm - 2:00pm PST
Where: 
LA84 Foundation
2141 W Adams Blvd., Los Angeles, CA 90018
Fee: 
Members: $0.00
Non-Members: $100.00
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In this interactive session—designed for both program and grants managers—we will connect the dots between what you need to meet U.S. legal requirements and how to get pertinent information from grantees who operate in different regulatory contexts around the world. 

We will hear about creative problem-solving techniques related to international grantmaking from a panel of family, corporate, and community foundation representatives: 

  • Allison Gister, Director, Grants and Knowledge Management, Conrad N. Hilton Foundation 
  • Janet Sandoval, Senior Manager, Corporate Social Responsibility, Avery Dennison 
  • Emily A. Zietlow, Grants and Fund Operations Manager, California Community Foundation 

This conversation will touch on the nuances of legal procedures, practical guidance on how to get started making international grants, and doing your due diligence with new grantees. We’ll also discuss why your organization relies on certain documents to fulfill IRS requirements and if there are any substitutes or workarounds that could be utilized to facilitate and streamline international grantmaking. 

Participants will consider these issues:

  • the benefits and shortfalls of current organizational practices and check-box policies; 
  • IRS requirements and compliance procedures for public, private, and corporate funders; 
  • what to do when documentation is unavailable; and 
  • resources, tools, and ideas to take back to your organization. 

Following this interactive discussion, our speakers will lead small group conversations with participants to dive deeper on issues related to specific funder types. This peer learning exercise will provide space for more in-depth discussions with our panelists as well as opportunities for all participants to share ideas and best practices with one another.

We hope that both program and grants managers join us to explore how to work together to employ creative methodologies that ensure you're approaching international grants in a legal, effective, and efficient manner. 

Speaker Biographies:

Allison Gister
Director, Grants and Knowledge Management, Conrad N. Hilton Foundation
Allison Gister leads the Conrad N. Hilton Foundation’s grants management team, applying best practices for effective, efficient, and knowledgeable grantmaking that aligns with Foundation requirements and complies with IRS regulations. She also partners with leadership and others to further develop an innovative knowledge management strategy to foster learning, communication, and decision making. Prior to joining the Foundation, Gister spent more than eight years at the Annenberg Foundation, most recently serving as Grants Manager, where she also provided programmatic support to members of the Board of Directors. Gister earned a bachelor’s degree in History from Washington University in St. Louis.

Janet Sandoval
Senior Manager, Corporate Social Responsibility, Avery Dennison
Janet Sandoval is the Senior Manager, Corporate Social Responsibility for Avery Dennison and the Avery Dennison Foundation. She manages grant programs, including the Global Grantmaking Initiative and the Granting Wishes program. Sandoval supports Avery Dennison's scholarship program for university students in China and India; oversees employee volunteerism activities; and leads large-scale employee volunteer projects, such as Employee Giving Campaigns. Prior to joining Avery Dennison, she was a communications associate at The California Wellness Foundation. She is a member of Business for Social Responsibility, Environmental Grantmakers Association, and SCG. Sandoval has served as Co-chair for the LA chapter of Emerging Practitioners in Philanthropy and currently serves on EPIP’s national Board of Advisors. She also serves on the Boards of Exceptional Minds and the YMCA of Glendale. Sandoval earned her bachelor's degree in business from the University of Phoenix. 

Emily A. Zietlow
Grants and Fund Operations Manager, California Community Foundation
Emily Zietlow has been with the California Community Foundation since 2008. As Grants and Fund Operations Manager, she oversees all components of Foundation grantmaking, including structure of grants and regulatory compliance, and provides guidance for the Foundation on legal, tax, and process issues related to grants management. Prior to joining CCF, Zietlow was a program assistant for Art in the Village, an arts education outreach program of the USC Fisher Gallery in Los Angeles. She has a bachelor of arts degree in English from the University of Southern California.


Fees: 
Members: no cost to participate 
Non-members: $100

Who May Attend:
Current SCG members and grantmakers eligible for SCG membership.

Registration:
SCG members: register online through the SCG website (you must log in to your SCG account to register).

Non-members: register online. If you do not have an SCG account, contact us.

Funding Issue Area & Geographic Regions
Funding Area