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Representing Charitable Nonprofits: Formation and Exemption

This program covers how to get a nonprofit 501(c)(3) up and running. Learn how to assist your clients in choosing the appropriate entity and applying for tax-exemption; forming the entity; establishing governance, compliance, and reporting policies and procedures; and ensuring successful operations.

 

1.5 Hours MCLE Credit.

Ensure you can advise clients on the special issues affecting nonprofits. This program covers how to get a nonprofit 501(c)(3) up and running. Learn how to assist your clients in choosing the appropriate entity and applying for tax-exemption; forming the entity; establishing governance, compliance, and reporting policies and procedures; and ensuring successful operations.

Program Highlights:

  • Pre-formation consideration of alternatives, including fiscal sponsorship and donor-advised funds
  • Identifying and addressing potential conflicts of interest
  • Tax exemption classification issues
  • Distinction between 501(c)(3) public charities and private foundations
  • Executive compensation
  • Initial fundraising
  • Attorney General oversight
  • Special internal governance requirements for nonprofits
  • Charitable solicitations and compliance
  • Fiduciary duties and potential liability
  • Federal and state nonprofit and tax reporting requirements

This is an intermediate level program. Some business law experience is assumed.

On Demand BU59720-191

Live program recorded on Feb 22, 2018. 

 

If you are signed in and a CLE Passport holder, your adjusted price appears below.

$ 99.00

Ensure you can advise clients on the special issues affecting nonprofits. This program covers how to get a nonprofit 501(c)(3) up and running. Learn how to assist your clients in choosing the appropriate entity and applying for tax-exemption; forming the entity; establishing governance, compliance, and reporting policies and procedures; and ensuring successful operations.

Program Highlights:

  • Pre-formation consideration of alternatives, including fiscal sponsorship and donor-advised funds
  • Identifying and addressing potential conflicts of interest
  • Tax exemption classification issues
  • Distinction between 501(c)(3) public charities and private foundations
  • Executive compensation
  • Initial fundraising
  • Attorney General oversight
  • Special internal governance requirements for nonprofits
  • Charitable solicitations and compliance
  • Fiduciary duties and potential liability
  • Federal and state nonprofit and tax reporting requirements

This is an intermediate level program. Some business law experience is assumed.

ERIN BRADRICK

ERIN BRADRICK

ERIN BRADRICK is Senior Counsel at NEO Law Group and a regular contributor to the Nonprofit Law Blog, The Nonprofit Quarterly, and the Daily Journal. In 2017, Erin was named as an American Bar Association’s “On the Rise – Top 40 Young Lawyers” by the ABA Young Lawyers Division. Erin’s practice focuses on corporate, governance, charitable trust, and tax matters solely for nonprofit and exempt organizations. Prior to joining NEO Law Group, Erin was a litigation associate with Simpson Thacher & Bartlett LLP and also clerked for the Honorable Dana M. Sabraw in the United States District Court for the Southern District of California. She currently serves on the board of directors and as the Secretary of the YWCA of San Francisco & Marin. Erin is a graduate of UCLA, summa cum laude in Women’s Studies and Political Science, and Yale Law School, where she was Submissions Director and Symposium Coordinator of the Yale Journal of Law and Feminism.

GENE TAKAGI

GENE TAKAGI

GENE TAKAGI is the managing attorney of NEO Law Group and contributing editor of the Nonprofit Law Blog. At NEO, Gene has represented over 600 nonprofit organizations on corporate, tax, and charitable trust law matters. A former manager in the for-profit and nonprofit sectors, Gene’s diverse perspectives make him a popular speaker and writer on nonprofit legal topics. He is a regular contributor to The Nonprofit Quarterly and Nonprofit Radio and has written opinions for The New York Times and The Chronicle of Philanthropy. In 2016, Gene was recognized by the American Bar Association Nonprofit Organizations Committee as Outstanding Nonprofit Lawyer. Gene is a graduate of UCLA School of Law and holds a graduate degree in nonprofit administration.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Month February 2018
PRACTICE AREA Business Law
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Month February 2018
PRACTICE AREA Business Law