Conflicts of Interest and Avoiding Self-dealing for Family Foundation Boards

What is self-dealing? Who is a disqualified person? This Passages Issue Brief is in the National Center’s growing library of resources designed to help families pursue high practice in their philanthropic endeavors. This Issue Brief includes a detailed history and descriptions of the self-dealing rules, with a particular focus on self-dealing as it relates to managing a foundation’s investments. The paper also features a collection of short vignettes on common questions and a one-page referral checklist for board members and staff.