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Equivalency Determination: A Journey Down a Long Path  


Author:  Ted R.  Batson, Jr., MBA, CPA, CFP.


Source: Volume 07, Number 05, July/August 2008 , pp.1-4(4)




Family Foundation Advisor

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Abstract: 

Our first efforts at finding a solution centered around finding a U.S.-based public charity that either already had a relationship with the African charity or was already operating in Africa and was in a position to exercise the required oversight. After inquiring of the charity’s executive director we determined that this was a dead end. We did discover that a major U.S. private foundation had made a multiyear grant to the charity, but we were unsuccessful in reaching an agreement to piggyback on their efforts.

Keywords: 

Affiliations:  1: Renaissance.

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