Product Description

This Conference synopsizes the latest updates on topics critical to representation of nonprofit organizations, including statutory, regulatory and case law developments.

In addition, our faculty of leading practitioners engage in in-depth, practical discussion of the often-challenging subjects of management and shared service agreements, funding nonprofits, and data privacy. Last, but certainly not least, representatives of the Office of the Attorney General’s Division of Nonprofit Organizations/Public Charities Division (the “AGO”) discuss transfers of charitable assets. Don’t miss this opportunity to hear from the experts and regulators and ask your burning questions.

Agenda & Materials

• 9:00 am–9:58 am

  Nonprofit Law: Year in Review

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  Hear some of the key legal developments in the past year, including current developments in donor advised funds and donor disclosure.

  Brad Bedingfield, Esq., Hemenway & Barnes LLP , Boston
  Franziska Hertel, Esq., Ropes & Gray LLP , Boston
  
• 9:58 am–10:53 am

  Data Privacy for Nonprofits

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  Explore data privacy requirements as applied to nonprofit organizations. What should nonprofits know about website security, donor and employee privacy, and breach notification? What standards are appropriate for different types of organizations?

  Francesca Lucia Miceli, Esq., Point32Health , Canton
  
• 10:53 am–11:54 am

  Funding a Nonprofit

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  Learn about issues that practitioners frequently address when advising on forming a nonprofit, including: the impact of funding sources on qualification for public charity status; unrelated business income tax implications of various funding streams; whether the proposed funding streams would deem the nonprofit to be operating in too “commercial” a manner for a 501(c)(3) organization; fiscal sponsorship use; permissible payment flows between related entities; and the impact of various revenue sources on property tax exemption.

  Anita S. Lichtblau, Esq., Casner & Edwards LLP , Boston
  Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
  
• 11:54 am - 12:30 pm

  Lunch Break
• 12:30 pm–12:59 pm

  Nonprofit Law: Asset Transfers in the Public Charities Division

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  When should the AGO be notified of proposed asset transfers? This Q&A session addresses the circumstances in which notice should be given, the timing and form of notice, and what to expect from AGO review of the notice.

  Jonathan C. Green, Esq., Office of the Attorney General/Nonprofit Organizations/Public Charities Division , Boston
  
• 12:59 pm–2:30 pm

  Nonprofit Law: Management and Services Agreements

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  Tax-exempt organizations regularly enter into management and service agreements with related and unrelated parties. How should those arrangements be structured to avoid unrelated business income taxation or even loss of tax exemption? Our panelists discuss the pros and cons of several options.

  Martha J. Frahm, Esq., Goulston & Storrs, PC , Boston
  Elka T. Sachs, Esq., Krokidas & Bluestein LLP , Boston
  Adelbert L. Spitzer, Esq., Massachusetts Institute of Technology , Cambridge
  
• 2:30 pm–3:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

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  Panel
  

Cochairs

Faculty