In Part II of the Navigating Self-Dealing: Real World Scenarios for Private Foundations podcast, Sarah Tomeo Hertzog, Amy Qiu, and Katherine Toth build on their discussion in Part I by exploring additional real-world scenarios that can trigger self-dealing concerns for private foundations. Through practical examples, including hiring family members, shared resources, and charitable grants to organizations with overlapping fiduciaries, they highlight how common arrangements may create compliance risks.
The group shares key insights on navigating the rules around compensation, grants to affiliated organizations, and expense payments, while unpacking concepts like reasonableness and fair market value.
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