Specializing in the Law of Nonprofit Organizations
Adler & Colvin is a group of seasoned attorneys based in San Francisco, 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.
Intermediaries, used properly, can be powerful tools to enable foundations, charities, and donors to achieve their goals, enhance their effectiveness, and be more efficient. These, and other advantages, have led to increased interest and use of intermediaries. Whether you are new to working with intermediaries, have been at it for years, or even if you are an intermediary, this session examines different types of intermediaries and how people commonly work with them. Also, discuss the advantages and trade-offs inherent in the models, risks that can arise, and how to maximize benefits and reduce challenges.
Presenters:
3:15-4:50 p.m. CT
After briefly reviewing what MEOs are and how they are supposed to operate, this class focuses on the tax and other legal issues – and some non-legal concerns – for funders who are considering supporting an MEO. Topics include grantmaking options for different types of funders, reporting implications, diligence requirements, practical concerns, and disclosure exposure, with time for audience questions.
Presenters:
10:50-12:25 p.m. CT
