Events & Webinars

A frank, practitioner-led briefing on the full threat landscape for HNWI donors and family foundations — from two people who have run government investigations.

What's Changed Since April

• A new FBI–IRS joint initiative expanding nonprofit targeting scope
• 150+ climate organizations under FARA scrutiny, with nearly $2B in foreign funding flagged
• 37+ active congressional investigations, up from 32 at our last briefing
• DAF providers blocking grants based on indictments alone — no court ruling required
• 4 bills advanced by House Ways & Means targeting fiscal sponsors, foreign funding, and democracy grantmaking
• HNWI donors freezing or retreating — and what that signals for what comes next

What You'll Walk Away With

1. Whether your clients are already in a target file, and what the enforcement architecture looks like across every active front right now
2. How to tell political pressure from genuine legal exposure — and why conflating them creates the paper trail investigators need
3. What the four House Ways & Means bills mean for fiscal sponsorship structures, international funding, and democracy grantmaking, before any become law

Featured Speakers

Leslie Gross — Founder, Advantage Insights; P150 Member. Former Chief Oversight Counsel to Senate Majority Leader Harry Reid. Former Deputy Assistant Secretary for Legislative Affairs, U.S. Department of Homeland Security (Obama Administration).

D. Michael Stroud, Jr. — Partner, Taft Law, Public Affairs Strategies Group. Former Deputy Assistant Secretary for Legislative Affairs & Assistant Secretary for the Private Sector, U.S. Department of Homeland Security. Former Deputy Chief Counsel, U.S. House Committee on Homeland Security.

45 minutes plus Q&A.

Coordination, Not Chaos — What Changed in August, and What the Post-Recess House Calendar Means Next

Back by request, following our August 6 briefing. A frank, practitioner-led update on every front, from two people who have run government investigations — this session picks up where the last one left off, with a specific eye toward what August's administrative implementation means for boards heading into September.

What's Changed Since August 6

• FEMA has operationalized the NSPM-7 domestic-terrorism priority inside FY26 homeland security grant awards — direct implementation, not just policy language.
• The State Department has internationalized the political-terrorism agenda, convening a ministerial on cooperation, designations, and financial measures.
• The en banc D.C. Circuit upheld relief for Climate United on August 4 — but a stay keeps GGRF funds practically unavailable through at least November 9.
• Treasury/IRS's RIN 1545-BS05 remains under OIRA review, with no public text yet — still a "monitor," not a live restriction.

What You'll Walk Away With

1. What the IRS's two new §4945(g) determinations reveal about the grant-procedure controls regulators actually accept, and how to benchmark your own grant files against them.
2. How FEMA's NSPM-7 implementation and the State Department's political-terrorism agenda are converging into a single, cross-agency posture, and what that means if your grantees touch federal funding, policing, or civic-expression work.
3. What the post-recess House calendar means for H.R. 9721 and related bills, and how to read the Climate United stay as a funding-continuity problem to manage now, not only a legal question to wait out.

Featured Speakers

Leslie Gross — Founder, Advantage Insights; P150 Member. Former Chief Oversight Counsel to Senate Majority Leader Harry Reid. Former Deputy Assistant Secretary for Legislative Affairs, U.S. Department of Homeland Security (Obama Administration).

D. Michael Stroud, Jr. — Partner, Taft Law, Public Affairs Strategies Group. Former Deputy Assistant Secretary for Legislative Affairs & Assistant Secretary for the Private Sector, U.S. Department of Homeland Security. Former Deputy Chief Counsel, U.S. House Committee on Homeland Security.

Tuesday, September 9, 2026 · 2:30 PM ET · 45 minutes plus Q&A.

View the event flyer

AI You Fund, AI You Use: The Two Responsibilities of the Modern Philanthropist

Part 1 of a 3-part governance series. As a donor or foundation, you have two distinct responsibilities when it comes to AI: as a user, adopting it internally without eroding equity or community voice; as a funder, shaping how AI develops through where your capital goes. This session names both and gives you a framework for holding them together.

You'll walk away able to:

• Distinguish your "user" responsibilities from your "funder" responsibilities
• Recognize how AI can deepen inequities in grantmaking, and apply equity guardrails
• Understand the landscape of values-aligned AI funding
• Draft your own personal "AI giving stance"

Takeaway: A "Two Responsibilities" self-assessment worksheet mapping your user-side and funder-side posture.

Free session. 60 minutes.

The Fiduciary's Guide to AI: Governance, Risk, and Duty for Foundation Boards and Donors

Part 2 of our 3-part governance series. This session reframes "should we use AI?" from an IT question into a board-level fiduciary duty question — including your legitimate right to decline — and covers the compliance ground that's easy to overlook: donor-data privacy, IP and copyright of AI outputs, and vendor model-training clauses.

You'll walk away able to:

• Frame AI adoption as a governance and fiduciary decision
• Apply a three-dimension model — organizational, ethical, technical — to your own foundation
• Identify core compliance exposures: donor-data privacy, AI-output IP/copyright, and vendor model-training clauses
• Leave with a starter AI governance policy and a board-level discussion guide

Takeaway: A one-page AI Governance Checklist for Trustees, plus an editable policy template.

Free session. 60 minutes.

Compliance content is educational, not legal advice, and should be validated with qualified counsel.

From Curiosity to Policy: A Working Session to Build Your Foundation's AI Playbook

Part 3 of our 3-part governance series — an interactive working session, not a lecture. Where most AI programming stops at awareness, this one goes to artifact: you leave with a drafted policy, not a tool list.

You'll walk away able to:

• Move from ad-hoc AI use to a formal policy covering acceptable use, privacy, accountability, and human oversight
• Run a vendor-evaluation and data-security screen
• Set compliance guardrails — what donor data can never enter which tools, and how to handle AI-generated IP
• Establish an internal AI governance structure, including an advisory group and review cadence

Takeaway: Each foundation leaves with a first-draft, board-ready AI policy.

Paid working session. 2 hours.

Compliance content is educational, not legal advice, and should be validated with qualified counsel.