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<p>+1 Olivier and Judith<br>
</p>
<p>WYn<br>
</p>
<div class="moz-cite-prefix">On 08/10/2024 9:45 PM, Judith
Hellerstein via Chapter-delegates wrote:<br>
</div>
<blockquote type="cite"
cite="mid:E32E2EB8-B8B0-44A6-8F77-8C8F480FE77B@jhellerstein.com">
<meta http-equiv="content-type" content="text/html; charset=UTF-8">
Hi Olivier and others,
<div>The Washington DC Chapter also support Olivier in this
important endeavor </div>
<div><br>
</div>
<div>Judith <br id="lineBreakAtBeginningOfSignature">
<div dir="ltr">Sent from my iPad<span style="font-size: 13pt;"> </span>
<div><span style="font-size: 13pt;"><a class="moz-txt-link-abbreviated" href="mailto:judith@jhellerstein.com">judith@jhellerstein.com</a> </span></div>
<div><span style="font-size: 13pt;">Skype ID:JudithHellerstein</span></div>
</div>
<div dir="ltr"><br>
<blockquote type="cite">On Oct 8, 2024, at 8:47 AM, Olivier MJ
Crépin-Leblond via Chapter-delegates
<a class="moz-txt-link-rfc2396E" href="mailto:chapter-delegates@elists.isoc.org"><chapter-delegates@elists.isoc.org></a> wrote:<br>
<br>
</blockquote>
</div>
<blockquote type="cite">
<div dir="ltr">
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content="text/html; charset=UTF-8">
Dear Ilona,<br>
<br>
Further to our discussion two weeks ago regarding the
definition of the relationship between the Internet Society
and the Internet Society Foundation, in the absence of your
response, I wish to reiterate the need for a clear
outsourcing agreement between these entities. It is
recognised as good business practice internationally to
establish such agreements to delineate respective
liabilities in the execution of these contracts.<br>
<br>
Responding to your note: "<i>All necessary legal documents,
including agreements, have been put in place to respect
the separate nature of the two organizations.</i>"<br>
<br>
All I am asking is for them to be shared. If that is not
possible, even in a redacted manner, for whatever reason,
then please provide a list of the agreements to which you
refer, including the date of the agreement, the name of the
agreement, the signatory parties, and a brief description of
each agreement.<br>
<br>
Looking forward to your prompt response.<br>
<br>
Kindest regards,<br>
<br>
Olivier Crépin-Leblond<br>
<br>
<br>
<br>
<div class="moz-cite-prefix">On 24/09/2024 17:22, Olivier MJ
Crépin-Leblond wrote:<br>
</div>
<blockquote type="cite"
cite="mid:3d8130f2-459f-40d9-94b7-1a503d7234ec@gih.com">
<meta http-equiv="Content-Type"
content="text/html; charset=UTF-8">
Dear Ilona,<br>
<br>
Many thanks for your follow-up.<br>
<br>
The thread may not have come all through. During the
Chapter Advisory Council call, Ted mentioned the transfer
of some responsibilities in relation to Communications
from the Internet Society to the Internet Society
Foundation. My initial question to Ted was in regards to
the outsourcing agreement as follows:<br>
<br>
<i>"I was previously unaware of this change. Although the
Internet Society Foundation may have been designated by
the Internet Society as a "supporting organisation" of
the Internet Society, it remains a distinct and separate
legal entity. Therefore, I assume that any "outsourcing"
of responsibilities such as Marketing and/or
Communications would be defined in a written "contract
for services" between the Parties setting out
(inter-alia) the terms, rights, and obligations of each
Party. Could you please provide the terms for such an
agreement and any limitations therein?<br>
</i> <i><br>
My principal concern lies in distinguishing between
executing the Communications Plan and drafting the
Communications Plan. These are fundamentally different
tasks and would undoubtedly be included in the "contract
for services"".</i> <br>
<br>
The top level responsibility of the strategy of the
Internet Society remains within the Internet Society. I
find it surprising that an outsourcing entity would be
able to dictate that strategy without it being agreed by
the Internet Society itself.<br>
The Internet Society has the opportunity to outsource the
execution of its Communications Plan to a supporting
organisation on the basis of terms and conditions agreed
between the parties. This requires outsourcing
agreement(s) in order to know where the boundaries and
responsibilities are between the two organisations,
including their respective liabilities in the execution of
these agreement(s).<br>
<br>
For example: <br>
<br>
<h3
style="padding: 0px; margin: 12px 0px 0px; word-break: break-word; font-size: var(--cib-type-subtitle1-stronger-font-size); line-height: var(--cib-type-subtitle1-stronger-line-height); font-weight: var(--cib-type-subtitle1-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle1-stronger-font-variation-settings); color: rgb(17, 17, 17); font-family: -apple-system, Roboto, SegoeUI, "Segoe UI", "Helvetica Neue", Helvetica, "Microsoft YaHei", "Meiryo UI", Meiryo, "Arial Unicode MS", sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">Key
Components of an Outsourcing Communications Agreement</h3>
<ol
style="margin: 12px 0px 0px; display: flex; flex-direction: column; gap: 12px; padding-inline-start: 24px; color: rgb(17, 17, 17); font-family: -apple-system, Roboto, SegoeUI, "Segoe UI", "Helvetica Neue", Helvetica, "Microsoft YaHei", "Meiryo UI", Meiryo, "Arial Unicode MS", sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Introduction
and Definitions</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Clearly define the parties involved.</li>
<li>Provide definitions for key terms used
throughout the agreement.</li>
</ul>
</li>
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Scope
of Services</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Detail the specific services to be outsourced.</li>
<li>Include service level agreements (SLAs) to set
performance standards.</li>
</ul>
</li>
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Term
and Termination</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Specify the duration of the agreement.</li>
<li>Outline conditions for termination by either
party.</li>
</ul>
</li>
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Pricing
and Payment Terms</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Define the pricing structure and payment
schedule.</li>
<li>Include any penalties for late payments or
performance failures.</li>
</ul>
</li>
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Confidentiality
and Data Protection</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Ensure compliance with data protection laws.</li>
<li>Include confidentiality clauses to protect
sensitive information.</li>
</ul>
</li>
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Intellectual
Property Rights</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Clarify the ownership of any intellectual
property created during the agreement.</li>
</ul>
</li>
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Warranties
and Liability</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Outline the warranties provided by the service
provider.</li>
<li>Define the liability limits for both parties.</li>
</ul>
</li>
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Monitoring
and Reporting</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Establish how performance will be monitored and
reported.</li>
<li>Include provisions for regular review meetings.</li>
</ul>
</li>
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Dispute
Resolution</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Specify the process for resolving disputes.</li>
<li>Include mediation or arbitration clauses if
applicable.</li>
</ul>
</li>
<li>
<p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Exit
Management</strong>:</p>
<ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
<li>Plan for the transition of services back to the
company or to another provider.</li>
<li>Include provisions for the transfer of data and
assets.</li>
</ul>
</li>
</ol>
<br>
<br>
I trust that you mentioned: "All necessary legal
documents, including agreements, have been put in place to
respect the separate nature of the two organizations."<br>
Thus I would be interested in its details as explained in
my email.<br>
<br>
Kindest regards,<br>
<br>
Olivier<br>
<br>
<br>
<div class="moz-cite-prefix">On 23/09/2024 18:36, Ilona
Levine wrote:<br>
</div>
<blockquote type="cite"
cite="mid:5579F0FC-213F-4E3B-B19B-BF9FD6D8F840@isoc.org">
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<p class="MsoNormal"><span style="font-size:11.0pt">Dear
Olivier,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">I
understand that the nature of your request is to
assist the Chapters Advisory Council and Chris
Locke in preparation to his session on the
communication plan. The agreement in place since
2018 between the Foundation and Internet Society
focuses on the legal obligations in line with the
Foundation's role as a 509(a)(3) and therefore,
won’t be useful for that purpose.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Best
regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Ilona<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<div
style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span
style="font-family:"Calibri",sans-serif;color:black">From: </span></b><span
style="font-family:"Calibri",sans-serif;color:black">Olivier
MJ Crépin-Leblond <a
class="moz-txt-link-rfc2396E"
href="mailto:ocl@gih.com"
moz-do-not-send="true"><ocl@gih.com></a><br>
<b>Date: </b>Sunday, September 22, 2024 at 8:52
AM<br>
<b>To: </b>Ilona Levine <a
class="moz-txt-link-rfc2396E"
href="mailto:levine@isoc.org"
moz-do-not-send="true"><levine@isoc.org></a>,
Ted IETF <a class="moz-txt-link-rfc2396E"
href="mailto:ted.ietf@gmail.com"
moz-do-not-send="true"><ted.ietf@gmail.com></a><br>
<b>Cc: </b>Chapter Delegates <a
class="moz-txt-link-rfc2396E"
href="mailto:Chapter-delegates@elists.isoc.org" moz-do-not-send="true"><Chapter-delegates@elists.isoc.org></a>,
Sally Wentworth <a
class="moz-txt-link-rfc2396E"
href="mailto:wentworth@isoc.org"
moz-do-not-send="true"><wentworth@isoc.org></a><br>
<b>Subject: </b>Re: Follow-up on Chapters
Advisory Council Meeting of 17 September 2024<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<p class="MsoNormal" style="margin-bottom:12.0pt">Dear
Ilona,<br>
<br>
thank you for clarifying that all necessary legal
documents, including agreements, have been duly
executed to respect the separate nature of the two
organisations.<br>
<br>
I am aware of the publication of the original IETF
Administration LLC agreements with the Internet
Society, specifically:<br>
<a
href="https://www.ietf.org/media/documents/IETF_Funding_Agreement_-_Executed_-_20201123.pdf"
moz-do-not-send="true">IETF-ISOC Funding Agreement
(2020)</a><br>
<a
href="https://www.ietf.org/media/documents/IETF_ISOC_Funding_Amendment_Amendment_-_20201222.pdf"
moz-do-not-send="true">IETF-ISOC Funding Agreement
Amendment (2020)</a><br>
<a
href="https://www.ietf.org/media/documents/ISOC-IETF_Amended_Funding_Agreement_-_20240103_-_Redacted_Executed.pdf"
moz-do-not-send="true">IETF-ISOC Funding Agreement
Amended and Restated (2024)</a><br>
<br>
These documents are accessible on the IETF
Administration LLC’s website at <a
href="https://www.ietf.org/administration/overview/"
moz-do-not-send="true"
class="moz-txt-link-freetext">
https://www.ietf.org/administration/overview/</a>.<br>
<br>
Could you kindly confirm whether the agreements
between the Foundation and the Internet Society are
also publicly available? I have been unable to
locate them on either website.<br>
<br>
I would appreciate it if you could provide a list of
the agreements to which you refer, including the
date of the agreement, the name of the agreement,
the signatory parties, and a brief description of
each agreement.<br>
<br>
I look forward to your kind response.<br>
<br>
Kindest regards,<br>
<br>
Olivier<br>
<br>
<o:p></o:p></p>
<div>
<p class="MsoNormal">On 20/09/2024 19:48, Ilona
Levine wrote:<o:p></o:p></p>
</div>
<blockquote
style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal"><span style="font-size:11.0pt">Hi
Olivier, thank you for your follow up email.
You noted that you are aware of the tax
requirements that apply to supporting
organizations. Mainly, those requirements
relate to supporting the mission of its
supported entities. In this case, the Internet
Society. </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt">As
part of that support, the Foundation provides
grants to other organizations that have missions
consistent with the Internet Society’s in order
to fund programs that further the Internet
Society’s purposes. The Foundation also engages
in activities that support Internet Society
directly. For example, the Foundation engages in
fundraising and communication activities for the
benefit of the Internet Society.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt">As
you also pointed out, the Foundation is a
separate legal entity. It is a controlled
subsidiary of Internet Society. All necessary
legal documents, including agreements, have been
put in place to respect the separate nature of
the two organizations.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt">I
trust this answers your question.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Best
regards,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Ilona</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
<div>
<div>
<p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white">Ilona
Levine,</span></b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"> SVP,
General Counsel and Corporate Secretary</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"><a
href="mailto:levine@isoc.org"
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<p class="MsoNormal"><b><span
style="font-family:"Calibri",sans-serif;color:black">From: </span></b><span
style="font-family:"Calibri",sans-serif;color:black">Olivier
MJ Crépin-Leblond <a
href="mailto:ocl@gih.com"
moz-do-not-send="true"><ocl@gih.com></a><br>
<b>Date: </b>Friday, September 20, 2024 at
11:38 AM<br>
<b>To: </b>Ted IETF <a
href="mailto:ted.ietf@gmail.com"
moz-do-not-send="true"><ted.ietf@gmail.com></a>,
Ilona Levine <a href="mailto:levine@isoc.org"
moz-do-not-send="true"><levine@isoc.org></a><br>
<b>Cc: </b>Chapter Delegates <a
href="mailto:Chapter-delegates@elists.isoc.org" moz-do-not-send="true"><Chapter-delegates@elists.isoc.org></a>,
Sally Wentworth <a
href="mailto:wentworth@isoc.org"
moz-do-not-send="true"><wentworth@isoc.org></a><br>
<b>Subject: </b>Re: Follow-up on Chapters
Advisory Council Meeting of 17 September 2024</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<p class="MsoNormal" style="margin-bottom:12.0pt">Dear
Ted,<br>
<br>
thank you for your follow-up on this matter. I am
aware of the special tax terms in relation to
"supporting organisations". <br>
<br>
That being said, the Internet Society Foundation
is a distinct and separate legal entity to the
Internet Society, irrespective of the relationship
between them. As a result, any outsourcing task
undertaken by one, for the other entity, would be
defined in a contract, whether written, verbal or
otherwise. If not, there is a lack of clarity and
expectations about the relationship, which brings
potential liability and risk that both entities
are subjected to, in relation to the other's
actions. Any lawyer would tell you that it is
highly advisable to have a written contract, if
only for legal protection.<br>
<br>
Thanks for letting me know that you are
travelling. I am copying President and CEO Sally
Wentworth in case you're unavailable for a length
of time.<br>
<br>
Kindest regards,<br>
<br>
Olivier<o:p></o:p></p>
<div>
<p class="MsoNormal">On 20/09/2024 13:12, Ted
Hardie wrote:<o:p></o:p></p>
</div>
<blockquote
style="margin-top:5.0pt;margin-bottom:5.0pt">
<div>
<div>
<div>
<p class="MsoNormal">Hi Olivier,<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">A supporting
organization is a term of art in US tax
law, please see:<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><a
href="https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types"
moz-do-not-send="true"
class="moz-txt-link-freetext">https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types</a><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">and<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><a
href="https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations"
moz-do-not-send="true"
class="moz-txt-link-freetext">https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations</a><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<div>
<p class="MsoNormal">Explaining how the
two relate is complicated enough that
there are legal briefs on it; I have
cc'ed the Society's chief counsel in
case you would like that level of
detail. The summary, however, is that a
supporting organization is a charity
because it supports the charitable
purpose of the main organization. As a
result, it can provide services to the
main organization under the special tax
rules noted above. <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Note that I am
traveling and will generally be slow to
respond for a few days, but hopefully
the links above will get you started and
Ilona can provide more detailed legal
information as needed.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">regards,<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Ted Hardie<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
</div>
</div>
<div>
<div>
<p class="MsoNormal">On Fri, Sep 20, 2024 at
6:24<span
style="font-family:"Arial",sans-serif"> </span>AM Olivier MJ
Crépin-Leblond <<a
href="mailto:ocl@gih.com"
moz-do-not-send="true"
class="moz-txt-link-freetext">ocl@gih.com</a>>
wrote:<o:p></o:p></p>
</div>
<blockquote
style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt">
<div>
<p class="MsoNormal">Dear Ted, <o:p></o:p></p>
<div>
<p class="MsoNormal"
style="margin-bottom:12.0pt"><br>
During this week’s Chapters Advisory
Council call, you mentioned that the
Internet Society Foundation, as a
"supporting organisation" of the
Internet Society, is managing the
communications department for the
Internet Society. <br>
<br>
Upon seeking clarification, you
explained that the Internet Society
Foundation comprises two elements: one
philanthropic (grant-making) and the
other as a "supporting organisation"
of the Internet Society. "This implies
that many of the supporting functions
for the Internet Society as a whole
are now part of the Foundation,
primarily because the Foundation can
provide these services to the Internet
Society at no cost".<br>
<br>
You further elaborated that this
"arrangement" allows the Internet
Society to allocate its budget more
effectively.<br>
<br>
I was previously unaware of this
change. Although the Internet Society
Foundation may have been designated by
the Internet Society as a "supporting
organisation" of the Internet Society,
it remains a distinct and separate
legal entity. Therefore, I assume that
any "outsourcing" of responsibilities
such as Marketing and/or
Communications would be defined in a
written "contract for services"
between the Parties setting out
(inter-alia) the terms, rights, and
obligations of each Party. Could you
please provide the terms for such an
agreement and any limitations therein?<br>
<br>
My principal concern lies in
distinguishing between executing the
Communications Plan and drafting the
Communications Plan. These are
fundamentally different tasks and
would undoubtedly be included in the
"contract for services". <br>
<br>
The "contract for services" (together
with any relevant supporting
information) will be helpful input for
both the Chapters Advisory Council and
also for Chris Locke and his Team
(including for the current "branding"
presentations) in preparation for the
promised session from Chris Locke to
the Chapters Advisory Council. <br>
<br>
I look forward to your response and to
receiving a copy of the "contract for
services" agreement, together with any
relevant supporting information as
requested above.<br>
<br>
Kindest regards,<br>
<br>
Olivier</p>
</div>
</div>
</blockquote>
</div>
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</blockquote>
</blockquote>
</div>
</blockquote>
</blockquote>
<span>_______________________________________________</span></div>
</blockquote>
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