Fiscal Sponsorship and Intermediary Grantmaking: A Trap for the Unwary

Presenter: John Edie, Director, Exempt Organizations Tax Services, PricewaterhouseCooper

Foundations are often tempted to use “fiscal agents” or financial intermediaries to avoid a variety of different legal requirements. If not structured with care, these arrangements can backfire and cause multiple legal problems. Attendees at this session will learn how to use fiscal sponsorships correctly in order to stay out of trouble.

Document: 

FiscalSponsorshiprv.JohnEdie.pdf