Recent Updates, Fundraising, and Governance for Non-Profit Organizations

(71 Ratings)

Produced on: March 26, 2018

Course Format On Demand Audio

Taught by

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Course Description

Time 91 minutes
Difficulty Intermediate

Several provisions of the Tax Cuts and Jobs Act of 2017 directly affect both not-for-profit organizations and their donors, and the Act is expected to impact decision-making in several areas. As many non-profits contemplate making changes in response to the Act, a thorough understanding of key fundraising and governance issues is essential to minimize financial, regulatory, and legal risk.

In this program, Pamela A. Mann, partner and chair of the Tax-Exempt Organizations (TEO) Group at Carter Ledyard, & Milburn LLP, and Ahsaki E. Benion, counsel in the firm’s TEO Group, will explain the provisions of the Act applicable to non-profits, and what they may mean for such entities.

This course will provide an overview of the maze of federal and state charitable solicitation laws that nonprofits, and any for-profits engaged in charitable fundraising, must navigate. It will also discuss the state and federal laws governing the conduct of not-for-profits and their boards of directors.


Learning Objectives:

  1. Explain the provisions of the Tax Cuts and Jobs Act of 2017 effecting tax exempt organizations
  2. Examine federal and state laws governing the solicitation of charitable gifts by non-profits, as well as by their paid solicitors and consultants
  3. Distinguish issues faced by non-profits and for-profits that engage in charitable fundraising as part of a commercial co-venture
  4. Review the state and federal laws governing fiduciary responsibilities and potential liability of nonprofit boards, and discuss issues related to appropriate governance behavior

Faculty

Pamela Mann

Carter Ledyard & Milburn LLP

Pamela A. Mann is a partner in the firm of Carter Ledyard & Milburn LLP and the Chair of its Tax-Exempt Organizations practice group. Her practice is concentrated in the representation of tax-exempt organization, and she is counsel to numerous public charities and private foundations and advises its clients in a wide range of governance, regulatory, tax, and general corporate matters. From 1985 to 1995, Ms. Mann was Chief of the Charities Bureau in the New York Attorney General’s office, directing scores of important cases and initiatives and influencing the adoption of significant legislative changes affecting tax exempt organizations. Her diverse background includes clinical teaching at Rutgers University School of Law’s Constitutional Litigation Clinic and the litigation of employment discrimination and other employment related matters at the National Employment Law Project. She has written many articles for professional and lay publications and is a frequent lecturer on non-profit issues.

Ms. Mann has been recognized in U.S. News and World Report’s Best Lawyers publication and as a “Super Lawyer” in the category of lawyers specializing in Nonprofit/Charities Law. Ms. Mann was Chair of the Committee on Nonprofit Organizations of the Association of the Bar of the City of New York from 1998-2001 and has served as President and Vice-President of the National Association of State Charities Officials. She is a member of the American Law Institute, the American Bar Fellows, the Government Relations Committee of the Nonprofit Coordinating Committee of New York and of the Exempt Organizations Committee of the American Bar Association. She is a graduate of Oberlin College and the University of Pittsburgh School of Law. For additional information, see http://www.clm.com/attorney/mann_pamela.


Ahsaki Benion

Carter Ledyard & Milburn LLP

Ahsaki Benion is a Counsel in the Tax-Exempt Organizations Group. She focuses her practice on representing public charities, private foundations, trade and professional associations, religious organizations, educational organizations, arts organizations, and other nonprofits. Ms. Benion advises clients on a broad range of regulatory, tax, governance, and general corporate matters, including but not limited to obtaining and maintaining exempt status, charitable solicitation, corporate governance, fiscal sponsorships, grant-making, unrelated business income tax, excess benefit transactions, reorganizations, contracts, and audits.

Reviews

AR
Anne R.

Superb, informative presentation. Thank you!

AD
Amanda D.

Excellent program - The material was very thorough and accessible for someone new to the subject.

JG
Joshua G.

I love the new Lawline introduction graphic.

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