I am pleased to be on a panel at Arnova in Washington entitled "The Foundation Payout Debate: Comparative Perspectives on Distribution, Perpetuity and the Role of Foundations".
Here is the full description and presenters:
The Foundation Payout Debate: Comparative Perspectives on Distribution, Perpetuity and the Role of Foundations
Public Policy & Law
In a number of countries, the question of mandatory or minimum foundation payout requirements remain an area of significant controversy. How much should foundations have to distribute in grants and charitable activities? Should foundations be perpetual? This Colloquium explores these issues from a comparative perspective, looking at recent debates in the United States, Canada and Germany, with reference to other countries in Europe and in Asia. In addition to providing these comparative perspectives, the session will update attendees on new developments in this important area of public policy.
Presenter: Mark Sidel, University of Wisconsin-Madison
Presenter: Stefan Toepler, George Mason University
Presenter: Iryna Khovrenkov, University of Regina
Presenter: Mark Blumberg, Blumberg Segal LLP
Discussant: Andras Kosaras, Arnold & Porter LLP
Chair: Mark Sidel, University of Wisconsin-Madison
Here is a description of the conference:
Nonprofits, Philanthropy, and Government: Policy and Partnerships in an Era of Change
Hyatt Regency Washington on Capitol Hill
November 17-19, 2016
The size, reach, and scope of the nonprofit and philanthropic sectors have never been greater. In the United States, available data indicate that nonprofit revenues, expenditures, and assets continue to expand. Within philanthropy, foundations have experienced significant growth as well, leading some to declare that the foundation field is in the midst of a second golden era, comparable only to the period when these institutions first achieved legal status. Despite a significant slowdown due to the Great Recession, growth also characterizes the long-term trend in individual giving. Much more than a U.S. phenomenon, efforts to document cross-national trends in nonprofit, philanthropic, and broader civil society initiatives reveal a striking global pattern of increased activity.
What are the origins and the implications of these developments? The conference this year will explore these questions, especially in relation to policy and partnerships with government. Though widely used labels like nongovernmental organization (NGO), the third sector, and the independent sector connote separation from government, the public sector is intimately linked to the nonprofit and philanthropic sectors. Many studies have demonstrated that the growth of civil society and nonprofit organizations in the United States is inextricably linked to the structure and growth of governments in the U.S., from the founding of the colonies to modern times. Especially noticeable in the last few decades, the outsourcing of public services has contributed to the professionalization of nonprofits. Public policy is a more immediate source of exchange, though the direction of influence is not always clear. Public policy defines the regulatory framework for the nonprofit sector, for instance, but nonprofits also influence public policy through lobbying and advocacy.
Partnerships imply direct interaction, and the role of the nonprofit sector in providing public services is well established. Besides interacting with government through formal contracts and grants, many nonprofits have informal ties with public agencies and collaborate through multi-sector networks. Economic conditions and the Federal government's emphasis on social entrepreneurship and innovation also have led to more formal partnerships between public agencies and nonprofits. These partnerships by no means are limited to public charities. Foundations are establishing partnerships with public agencies to develop social impact bonds and to facilitate other innovations for the public good. Organizations engaging in hybrid, double-bottom-line activity - “doing good” and “making money” - have won new legal status in the form of benefit corporations and L3Cs in many states. What does the future hold for public policy and partnerships in this era of change? Research on the relationship between the nonprofit and public sectors has a long history in the field, and the conference this year will build on this tradition by considering recent changes in this relationship in the U.S. and around the world.
Do you require legal advice with respect to Canadian or Ontario non-profits or charities?
Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works almost exclusively in the areas of non-profit and charity law.