Adler & Colvin is a group of seasoned attorneys based in San Francisco and Washington, D.C., deeply committed to serving the legal needs of the nonprofit sector. The firm brings an unrivaled depth of expertise and passion to its representation of tax-exempt organizations and individual philanthropists.
In today’s complex philanthropic and regulatory environment, determining what activities are truly charitable—and how public policy shapes those definitions—has become increasingly nuanced. This session explores how charities and funders navigate evolving interpretations of charitable purpose, public benefit, and permissible activity, including the boundaries for advocacy and public policy engagement. Participants will examine how tax‑exempt status is defined and protected, what risks and opportunities exist in the current landscape, and how organizations can align mission, compliance, and impact with confidence.
Co-Panelists:
3:25–4:25 p.m. PT
Renton, Washington
Impact investing offers a range of approaches that foundations may not be aware of. From ESG integration and thematic investing to private investments, donor‑advised funds, and mission‑aligned portfolios, each has its own distinct opportunities and trade‑offs. In this panel, leaders will explore the different ways investors can pursue impact alongside financial returns, and how to align strategies with values, goals, and risk tolerance. Attendees will gain a clearer framework for evaluating impact investments thoughtfully and responsibly.
Co-Panelists:
11:00 a.m.–12:00 p.m. PT
Renton, Washington