New Rules for Grantmakers and Donors

“New Rules for Grantmakers and Donors: An Overview for Private Foundations, Organizations Sponsoring Donor-Advised Funds, and Donors” addresses the steps funders and donors must take to be compliant with IRS regulations:

  • reviews the steps grantors and contributors must take to comply with revised requirements published in IRS Revenue Procedure 2011-33;
  • outlines the importance of documenting this research;
  • discusses the consequences of failing to follow the new IRS rules;
  • provides a convenient checklist to help grantmakers and donors keep their charitable contributions 100 percent IRS compliant.

Publication date: August 2011

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