Tech Transfer Central
Industry-Sponsored Research Management

Cultivating, Negotiating, and Managing Research Agreements with Philanthropic Organizations

Format: On-Demand Video, DVD, or PDF Transcript
Originally presented: June 14, 2017

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Working with a philanthropic organization might sound like a walk in the park on a sunny day, but increasingly the research funding you receive from a “charity” comes with as many challenges and requirements as a VC investment or a licensing deal.

It used to be that these types of organizations offered grants and little in the way of oversight or management of projects. But times have changed, research is big business, and today’s agreements with philanthropic groups present unique issues and can be extremely difficult to manage without the proper terms and stringent reporting systems in place. It may seem counterintuitive coming from a philanthropy standpoint, but each organization has its own unique agenda and there are questions you must ask before diving in head-first: Are they looking for certain scientific outcomes? What are their interests in IP ownership, royalties and return on investment?

Technology Transfer Tactics is pleased to announce Katharine Ku of Stanford University as the program leader for this session. Katharine has years of first-hand experience dealing with research agreements involving non-profits, and she is ready to present this practical session that will take a detailed look at specific issues to consider before entering into a partnering deal.  

Cultivating, Negotiating, and Managing Research Agreements with Philanthropic Organizations

Here’s a quick look at the agenda:

  • What kinds of philanthropic organizations fund research
    • Big foundations
    • Disease focused groups
    • Wealthy individuals
  • Statistics – fastest growing sector
  • University relations
    • Past: grant making organization
    • Present: more interest in intellectual property and “return on investment”
  • Intellectual Property
    • Past: very few issues, e.g., Multiple Sclerosis Society
    • Present: want more say, want a royalty share
  • Challenges with royalty sharing
    • How to allocate:
      • research dollars
      • inventors
      • based on invention, patent application/issued patent, patent claim
    • Inventor share:
      • preserving inventor’s share or not
      • how does it affect other inventors
    • Allocation for one invention
    • Allocation for many inventions
    • What if you have many entities to share royalties with

Meet Your Presenter:

Katharine KuKatharine Ku
Executive Director
Office of Technology Licensing
Stanford University




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