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Protecting Donor Intent in Higher Education Grantmaking

Higher education can be among the most rewarding and meaningful areas for one’s donor dollars, yet it is the most challenging sector for donor intent and grant compliance. Unless one is careful, college and university administrations may ignore, creatively interpret, disregard, or directly violate your donor intent. In 2001, Michael Moritz and Ohio State University entered into an endowment agreement under which Michael provided $30.3 million designated for 30 full scholarships to law students each year in perpetuity. Nine months later, Michael was killed by a hit-and-run driver. OSU never provided the 30 annual scholarships, but rather spent the endowment dollars on salaries and expenses to entertain wealthy alumni. Now Jeffrey Moritz is trying to find a way to enforce the endowment agreement between OSU and his father. He moved the probate court to reopen Michael s estate for that purpose. He sued no one, but OSU and the Ohio Attorney General suddenly appeared at a hearing to oppose reopening the estate, and three years of litigation ensued. The result: The probate court declined to reopen the estate, and the court of appeals affirmed. Jeffrey is deciding whether to seek review in the Ohio Supreme Court.

The Election and Implications for the Pro-freedom Agenda

We are beginning to have more clarity as to what the new political landscape will be for the next few years. Even though questions remain and the effects of transition will take time to unfold, we can expect that there may need to be a shift in the short-term priorities of those working to increase liberty and opportunity.

Donor Privacy on the Move

Donor privacy is a fundamental of philanthropic freedom, protecting the right of those who choose to give anonymously to do so without fear of harassment. In 2020, 15 states considered legislation that would threaten such privacy. On the other side, seven states advanced donor privacy protections this year, with four of them enacting them into law. A broad coalition of groups spanning the ideological spectrum have been working to oppose bills that would undermine donor privacy and have contributed to significant legislative and judicial victories. In this session, attendees heard from legislative experts about the latest updates in donor privacy protection.

The Time to Stand and Speak

The Atlas Network’s 2020 Liberty Forum & Freedom Dinner: On Wednesday, November 11, Roundtable President and CEO Elise Westhoff delivered an opening address titled “The Time to Stand and Speak.”

Battlegrounds, Defending Democracy through Principled Foreign Policy

In this session, former National Security Advisor Lt. General H.R. McMaster illuminated the threats and oppositions to America s security, prosperity, and influence from the Chinese Communist Party. He addressed what measures are being taken and what more should be done to defend our democracy against these threats.