ExpiredTax and Legal Issues for Investments in Social Innovation

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  • Tax and Legal Issues for Investments in Social Innovation
    July 27, 2016
    8:30 am - 10:30 am

Social Innovation encompasses many different activities and businesses.  This presentation will begin with a review the different legal forms that a social entrepreneur can use to form a social enterprise and the different tax consequences of using these forms.  We’ll focus on how a private foundation or other grant-makers can fund or invest with social entrepreneurs depending on the chosen tax and legal structure.  This will include a review of the program related investment rules and examples of high-profile investments in social innovation.


Kohout, JasonJason J. Kohout practices at the law firm of Foley & Lardner, LLP, specializing in tax-exempt organizations, charitable giving, and complex estate planning. His practice includes advising a wide variety of tax-exempt organizations, including family and corporate foundations as well as healthcare and social service organizations. He also assists clients with structuring charitable gifts and bequests. He has given presentations on unrelated business income tax, director and officer fiduciary liability, and political and lobbying issues of tax-exempt organizations.


8:30 a.m. - 9:00 a.m. - Registration

9:00 a.m. - 10:30 a.m. - Program

Two days prior to the event, you will receive an email with directions and parking information.



Hosted & Sponsored By



Caty Bulgrin, Director of Operations and Research, at 262.317.6004 or cbulgrin@wiphilanthropy.org.

Venue:   Bader Philanthropies, Inc.

Venue Phone: 414-224-6464

Venue Website:

233 N. Water Street, 4th Floor, Milwaukee, 53202