Legal Essentials

Join us in Washington, DC on May 10, 2017 for our signature seminar on Legal Essentials for Private Foundations.

We all want to feel confident that our foundation is operating within its legal bounds. Join us for a full day of interactive and engaging learning geared to those who are new to the legal requirements of private foundation giving, or in need of a refresher. This seminar will cover the essentials of board responsibilities, managing liability, the private foundation rules, staying legal in grantmaking, and more. 

Learning Objectives

By the end of this seminar participants will be able to:

  • Recognize potential legal risks and know when to contact an attorney.
  • Be confident in making grants with proper documentation.
  • Describe the scope and details of state fiduciary duties and the federal “private foundation rules”, including self-dealing.
  • Gain clarity on the advocacy that a foundation can engage in.

Register Today >> 


 Exponent Philanthropy Member  $445
 Non-member  $545


Members of Washington Regional Association of Grantmakers (WRAG) may register at the Exponent Philanthropy member rate with their discount code. 

Register now button - rectangle

Reviews from Past Participants 

“Hands down the best legal seminar I’ve done.”

“This was a wonderful overview of legal issues affecting foundations and their boards. I was not thrilled to learn we’ve been making some mistakes, but now I know what to correct.”

Webinar: Self-Dealing & Conflicts of Interest 

Listen (members only) 


May 10, 2017, 8:30 a.m. - 4:30 pm 

8:30 - 9:00 a.m. Registration and Breakfast
 9:00 a.m. - 4:30 p.m.   Legal Essentials Seminar (includes lunch, morning and afternoon breaks)
 4:30 p.m. - 6:00 p.m.   Networking Reception 



Jim-Joseph Legal Essentials

 Jim Joseph, Partner, Arnold & Porter Kaye Scholer LLP

James Joseph is co-chair of the firm's tax practice, and represents clients on tax planning and litigation matters. He represents tax-exempt organizations in structuring and implementing complex charitable programs and business ventures. James works with corporate and tax-exempt clients on governance, executive compensation, employment tax, and other general tax matters. Since 2013, he has been named a Washington, DC Super Lawyer for nonprofit organizations and tax law. In 2003, James was a recipient of the Ally of Justice Award for his work for the Human Rights Campaign.

Andras-Kosaras Legal Essentials


Andras Kosaras, Counsel, Arnold & Porter Kaye Scholer LLP

Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and operational matters, including structuring domestic and international programs, grantmaking, and business ventures. Additionally, he represents individuals and corporate donors on charitable giving. Andras also works with the firm's legislative team to monitor and provide advice on legislative and regulatory tax proposals affecting tax-exempt organizations. He regularly speaks at programs for tax-exempt organizations.

Location and Hotel Accommodations

The seminar will be held at Arnold & Porter Kaye Scholer LLP, 601 Massachusetts Ave, NW, Washington, DC 20001. Although we have not secured a room block at any hotel, here are a few nearby hotels and their distance from the seminar location: 

Hampton Inn Washington-Downtown-Convention Center
901 6th Street., NW, Washington, DC 20001
Tel: 202-842-2500
(located next door to the venue, a 2-minute walk)

Marriott Marquis Washington, DC
901 Massachusetts Ave NW, Washington, DC 20001
Tel: 855-213-0582
(0.3 miles, 6-minute walk)

Homewood Suites by Hilton Washington DC
465 New York Avenue NW, Washington, DC 20001
Tel: 202-628-4663
(0.3 miles, a 6-minute walk)

Please contact the hotel of your choice to make your hotel reservation.

Cancellation and Other Policies

Substitutions are accepted at any time. Cancellations on or before Wednesday, April, 5 are subject to a $75 processing fee. Cancellations received between April 6 and May 1 will receive a 50% refund. Cancellations after Monday, May 1 are non-refundable.  

Please submit all substitutions or cancellations by e-mail to, or by mail to: 

Exponent Philanthropy
ATTN: Educational Programs
1720 N St NW 
Washington, DC 20036

By registering for this program, participants are agreeing to the Exponent Philanthropy Participant Guidelines.

Sponsor Information

This seminar is generously sponsored by Arnold & Porter Kaye Scholer LLP.

Arnold & Porter Kaye Scholer LLP Legal Essentials


Looking for a focused discussion on the tricky rules around self-dealing and conflicts of interest?

Members can listen to our webinar on Self-Dealing and Conflicts of Interest  here. It serves as a great lead-in to this daylong seminar. 

Distance Learning Archive >>