<div dir="ltr"><div dir="ltr"><div class="gmail_default"><span style="color:rgb(0,0,0)"><font face="verdana, sans-serif" size="4">IIona:</font></span></div><div class="gmail_default"><span style="color:rgb(0,0,0)"><font face="verdana, sans-serif" size="4"><br></font></span></div><div class="gmail_default"><font face="verdana, sans-serif" size="4"><span style="color:rgb(0,0,0)">From your email, I understand there is no formal "contract for services" between ISOC and the ISOC Foundation. Is my interpretation correct?</span><br></font></div><div class="gmail_default"><font face="verdana, sans-serif" size="4"><br></font></div><div class="gmail_default"><font face="verdana, sans-serif" size="4">-ed</font></div><div class="gmail_default"><font face="verdana, sans-serif" size="4">ISOC Puerto Rico</font></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Oct 10, 2024 at 12:04 PM Ilona Levine via Chapter-delegates <<a href="mailto:chapter-delegates@elists.isoc.org">chapter-delegates@elists.isoc.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left-width:1px;border-left-style:solid;border-left-color:rgb(204,204,204);padding-left:1ex"><div class="msg4262589037869372618">
<div lang="EN-US" style="overflow-wrap: break-word;">
<div class="m_4262589037869372618WordSection1">
<p class="MsoNormal"><span style="font-size:11pt">Hi Olivier,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Thank you for your follow up email. I think the use of the term "outsourcing" in the email below might have caused some confusion. You mentioned you are familiar with the “supporting organizations” and how
they operate, but it might also be helpful for me to provide some additional background for others.<br>
<br>
As you know, the relationship between supporting and supported organizations is not a vendor or contractor relationship. Though the Foundation is a separate corporation, it is a controlled subsidiary of ISOC, not a third-party service provider or outside contractor.
So ISOC is not “outsourcing” to the Foundation but instead, the two entities cooperate to achieve the mission of the Internet Society. In other words, as a supporting organization, the Foundation’s purpose is to operate for the benefit of, and to support,
ISOC. In furtherance of that purpose, the Foundation conducts programs and activities that benefit ISOC and furthers ISOC’s mission. For example, the Foundation engages in communications activities at the direction of and to the benefit of ISOC.<br>
<br>
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">As you also know based on your extensive experience with nonprofits, the Internet Society Board develops the overall strategy for ISOC. Internet Society management then develops its action plan and in turn,
works with the Foundation to ensure that it, as a supporting organization, provides the support necessary to achieve ISOC’s goals. The Foundation does that through its own action plan, which sets out objectives for all of its functions, including the communications
function. So the Board sets the strategy, Internet Society management creates the action plans, and the Foundation management allocates resources to support those plans as necessary.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">After the approval of the 2025 action plans, ISOC will share them with the community. As discussed earlier, part of that will be Chris presenting to this community how the communications group will be tackling
its work in the upcoming year.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Best regards,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Ilona <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<div style="border-width:1pt medium medium;border-style:solid none none;border-color:rgb(181,196,223) currentcolor currentcolor;padding:3pt 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 href="mailto:ocl@gih.com" target="_blank">ocl@gih.com</a>><br>
<b>Date: </b>Tuesday, October 8, 2024 at 8:47 AM<br>
<b>To: </b>Ilona Levine <<a href="mailto:levine@isoc.org" target="_blank">levine@isoc.org</a>>, Ted IETF <<a href="mailto:ted.ietf@gmail.com" target="_blank">ted.ietf@gmail.com</a>><br>
<b>Cc: </b>Chapter Delegates <<a href="mailto:Chapter-delegates@elists.isoc.org" target="_blank">Chapter-delegates@elists.isoc.org</a>>, Sally Wentworth <<a href="mailto:wentworth@isoc.org" target="_blank">wentworth@isoc.org</a>><br>
<b>Subject: </b>Re: Follow-up on Chapters Advisory Council Meeting of 17 September 2024<u></u><u></u></span></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<p class="MsoNormal" style="margin-bottom:12pt">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>
<u></u><u></u></p>
<div>
<p class="MsoNormal">On 24/09/2024 17:22, Olivier MJ Crépin-Leblond wrote:<u></u><u></u></p>
</div>
<blockquote style="margin-top:5pt;margin-bottom:5pt">
<p class="MsoNormal">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>
<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>
<br>
<u></u><u></u></p>
<h3 style="margin-right:0in;margin-bottom:0in;margin-left:0in;background:repeat white">
<span style="font-family:Roboto;color:rgb(17,17,17)">Key Components of an Outsourcing Communications Agreement<u></u><u></u></span></h3>
<ol style="margin-top:0in;display:flex;font-variant-ligatures:normal;font-variant-caps:normal;text-align:start;text-decoration-style:initial;text-decoration-color:initial;word-spacing:0px" start="1" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Introduction and Definitions</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="1" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Clearly define the parties involved.<u></u><u></u></span></li><li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Provide definitions for key terms used throughout the agreement.<u></u><u></u></span></li></ul>
</ol>
<ol style="margin-top:0in" start="2" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Scope of Services</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="2" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Detail the specific services to be outsourced.<u></u><u></u></span></li><li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Include service level agreements (SLAs) to set performance standards.<u></u><u></u></span></li></ul>
</ol>
<ol style="margin-top:0in" start="3" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Term and Termination</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="3" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Specify the duration of the agreement.<u></u><u></u></span></li><li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Outline conditions for termination by either party.<u></u><u></u></span></li></ul>
</ol>
<ol style="margin-top:0in" start="4" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Pricing and Payment Terms</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="4" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Define the pricing structure and payment schedule.<u></u><u></u></span></li><li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Include any penalties for late payments or performance failures.<u></u><u></u></span></li></ul>
</ol>
<ol style="margin-top:0in" start="5" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Confidentiality and Data Protection</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="5" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Ensure compliance with data protection laws.<u></u><u></u></span></li><li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Include confidentiality clauses to protect sensitive information.<u></u><u></u></span></li></ul>
</ol>
<ol style="margin-top:0in" start="6" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Intellectual Property Rights</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="6" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Clarify the ownership of any intellectual property created during the agreement.<u></u><u></u></span></li></ul>
</ol>
<ol style="margin-top:0in" start="7" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Warranties and Liability</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="7" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Outline the warranties provided by the service provider.<u></u><u></u></span></li><li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Define the liability limits for both parties.<u></u><u></u></span></li></ul>
</ol>
<ol style="margin-top:0in" start="8" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Monitoring and Reporting</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="8" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Establish how performance will be monitored and reported.<u></u><u></u></span></li><li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Include provisions for regular review meetings.<u></u><u></u></span></li></ul>
</ol>
<ol style="margin-top:0in" start="9" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Dispute Resolution</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="9" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Specify the process for resolving disputes.<u></u><u></u></span></li><li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Include mediation or arbitration clauses if applicable.<u></u><u></u></span></li></ul>
</ol>
<ol style="margin-top:0in" start="10" type="1">
<li style="color:rgb(17,17,17);margin-top:0in;margin-bottom:0in;background:repeat white">
<strong><span style="font-family:Roboto">Exit Management</span></strong><span style="font-family:Roboto">:<u></u><u></u></span></li></ol>
<ol start="10" type="1">
<ul type="circle">
<li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Plan for the transition of services back to the company or to another provider.<u></u><u></u></span></li><li class="MsoNormal" style="color:rgb(17,17,17);background:repeat white">
<span style="font-family:Roboto">Include provisions for the transfer of data and assets.<u></u><u></u></span></li></ul>
</ol>
<p class="MsoNormal" style="margin-bottom:12pt"><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>
<u></u><u></u></p>
<div>
<p class="MsoNormal">On 23/09/2024 18:36, Ilona Levine wrote:<u></u><u></u></p>
</div>
<blockquote style="margin-top:5pt;margin-bottom:5pt">
<p class="MsoNormal"><span style="font-size:11pt">Dear Olivier,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">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.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">Best regards,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">Ilona</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<div style="border-width:1pt medium medium;border-style:solid none none;border-color:rgb(181,196,223) currentcolor currentcolor;padding:3pt 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 href="mailto:ocl@gih.com" target="_blank"><ocl@gih.com></a><br>
<b>Date: </b>Sunday, September 22, 2024 at 8:52 AM<br>
<b>To: </b>Ilona Levine <a href="mailto:levine@isoc.org" target="_blank"><levine@isoc.org></a>, Ted IETF
<a href="mailto:ted.ietf@gmail.com" target="_blank"><ted.ietf@gmail.com></a><br>
<b>Cc: </b>Chapter Delegates <a href="mailto:Chapter-delegates@elists.isoc.org" target="_blank"><Chapter-delegates@elists.isoc.org></a>, Sally Wentworth
<a href="mailto:wentworth@isoc.org" target="_blank"><wentworth@isoc.org></a><br>
<b>Subject: </b>Re: Follow-up on Chapters Advisory Council Meeting of 17 September 2024</span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"> <u></u><u></u></p>
</div>
<p class="MsoNormal" style="margin-bottom:12pt">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" target="_blank">IETF-ISOC Funding Agreement (2020)</a><br>
<a href="https://www.ietf.org/media/documents/IETF_ISOC_Funding_Amendment_Amendment_-_20201222.pdf" target="_blank">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" target="_blank">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/" target="_blank">
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>
<br>
<u></u><u></u></p>
<div>
<p class="MsoNormal">On 20/09/2024 19:48, Ilona Levine wrote:<u></u><u></u></p>
</div>
<blockquote style="margin-top:5pt;margin-bottom:5pt">
<p class="MsoNormal"><span style="font-size:11pt">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><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">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><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">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><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">I trust this answers your question.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">Best regards,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">Ilona</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<div>
<div>
<p class="MsoNormal"><b><span style="font-size:10pt;font-family:"Hind Regular";color:rgb(12,28,44);background:repeat white">Ilona Levine,</span></b><span style="font-size:10pt;font-family:"Hind Regular";color:rgb(12,28,44);background:repeat white"> SVP, General Counsel and Corporate
Secretary</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Hind Regular";color:rgb(12,28,44);background:repeat white"><a href="mailto:levine@isoc.org" title="mailto:levine@isoc.org" target="_blank"><span style="color:rgb(5,99,193)">levine@isoc.org</span></a>|
</span><span style="font-size:10pt;font-family:"Hind Regular";color:rgb(12,28,44)"><br>
<span style="background:repeat white"><a href="http://internetsociety.org" target="_blank">internetsociety.org</a> | @internetsociety</span></span><u></u><u></u></p>
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</div>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<div style="border-width:1pt medium medium;border-style:solid none none;border-color:rgb(181,196,223) currentcolor currentcolor;padding:3pt 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 href="mailto:ocl@gih.com" target="_blank"><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" target="_blank"><ted.ietf@gmail.com></a>, Ilona Levine
<a href="mailto:levine@isoc.org" target="_blank"><levine@isoc.org></a><br>
<b>Cc: </b>Chapter Delegates <a href="mailto:Chapter-delegates@elists.isoc.org" target="_blank"><Chapter-delegates@elists.isoc.org></a>, Sally Wentworth
<a href="mailto:wentworth@isoc.org" target="_blank"><wentworth@isoc.org></a><br>
<b>Subject: </b>Re: Follow-up on Chapters Advisory Council Meeting of 17 September 2024</span><u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12pt">Dear Ted,<br>
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thank you for your follow-up on this matter. I am aware of the special tax terms in relation to "supporting organisations".
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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>
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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>
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Kindest regards,<br>
<br>
Olivier<u></u><u></u></p>
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<p class="MsoNormal">On 20/09/2024 13:12, Ted Hardie wrote:<u></u><u></u></p>
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<p class="MsoNormal">Hi Olivier,<u></u><u></u></p>
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<p class="MsoNormal">A supporting organization is a term of art in US tax law, please see:<u></u><u></u></p>
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<p class="MsoNormal"><a href="https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types" target="_blank">https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types</a><u></u><u></u></p>
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<p class="MsoNormal"><a href="https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations" target="_blank">https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations</a><u></u><u></u></p>
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<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.
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<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.<u></u><u></u></p>
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<p class="MsoNormal">regards,<u></u><u></u></p>
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<p class="MsoNormal">Ted Hardie<u></u><u></u></p>
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<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" target="_blank">ocl@gih.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal">Dear Ted, <u></u><u></u></p>
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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.
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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>
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You further elaborated that this "arrangement" allows the Internet Society to allocate its budget more effectively.<br>
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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>
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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".
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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>
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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>
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Kindest regards,<br>
<br>
Olivier<u></u><u></u></p>
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