The Value of Relationships between State Regulators and Philanthropy

This publication, a partnership between the Forum and the Council on Foundations, seeks to enhance the accountability and effectiveness of foundations and their oversight by state charity regulators by highlighting the value of ongoing, productive relationships between regulators and the philanthropic sector. It also demonstrates how such relationships can be successfully achieved.

This information is intended for people working in both charity regulators' offices and the charitable sector.

 

Materials

  • The Value of Relationships Between State Regulators and Philanthropy--Full Report (1 MB, PDF)
    This 2006 full report presents a review of the models, value and benefits of developing relationships between state charity regulators and philanthropy; lessons from the field; an overview of federal and state regulation of foundations and charities, including a review of attorney general oversight in 16 key states; and case studies from four states.
  • Highlights Report: The Value of Relationships Between State Regulators and Philanthropy (PDF)
    Read key highlights from the publication, including an overview of the models of regulator-philanthropy relationships, the value and benefits of such relationships, and practical lessons from the field.
  • Government Regulation of Charities - An Overview (PDF)
    An overview of federal and state regulation of charities as it affects the governance of foundations, including a review of attorney general oversight in 16 key states.
  • Illinois Case Study: Creating a Permanent Charitable Advisory Group (PDF)
    The Illinois General Assembly passed groundbreaking legislation in 2001 to create the Charitable Advisory Council (CAC) as a permanent body to advise the Illinois Attorney General on issues related to charities and charitable giving in the state. In its first few years of operation, the CAC has had some clear success in helping the Attorney General's Office understand, negotiate and raise awareness of the many issues involved in regulating and strengthening charitable organizations in Illinois.
  • Ohio Case Study: Educating Philanthropy & Building a Relationship (PDF)
    As they worked together to create education resources for grantmakers, Ohio's Attorney General's Office and philanthropy sector developed a more collaborative relationship. The two organizations have jointly created two guides for grantmaking foundations-one to help foundation leaders understand their registration and reporting requirements under Ohio law, and one that describes the legal duties and best practices of foundation board members.
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