David A. Levitt
Principal
Principal
Mr. Levitt's practice focuses on the representation of nonprofit and tax-exempt organizations, with an emphasis on program-related investments, social enterprise, political advocacy, and nonprofit corporate governance.
Mr. Levitt is a former Chair of the Nonprofit Organizations Committee of the ABA Business Law Section. He previously served as Co-Chair of the Subcommittee on Intermediate Sanctions of the Exempt Organizations Committee from 2006 to 2013 and Secretary and Vice Chair of the San Francisco Chapter of the Social Enterprise Alliance from 2010 to 2012.
Mr. Levitt speaks regularly on nonprofit and tax exemption legal matters. He also has served as an Adjunct Professor at the University of San Francisco, teaching a nonprofit legal issues course in the College of Professional Studies.
Mr. Levitt is admitted to the bar in the states of California and New York.
Before joining Adler & Colvin, Mr. Levitt practiced as a corporate attorney, focusing in the areas of corporate and transactional law.
David A. LevittA&C AlumniAs nonprofits adapt to changing circumstances, opportunities for consolidation or acquisition frequently arise. In some cases, these transactions come from a position of strength, whereas some cases end up with a dissolution and transfer of assets. Discuss various considerations and best practices regarding these types of transactions, including structure, key considerations and common issues.
Presenters:
10:50 a.m. – 11:35 a.m. CT
Austin, Texas
As foundations look beyond the bottom line and evaluate their impact on the community they serve, impact investing has become a key component. Impact investing can take many forms, each with its own risk and return. Join us as we discuss these different forms, the benefits and challenges they may have, and trends that we see as impact investing becomes more widespread.
10:00 a.m. – 10:50 a.m. PT
Co-Presenter: Katherine Pease, Pathstone, Managing Director
Seattle, Washington
Topics include: tax treatment of joint ventures, key legal issues, drafting, and negotiation strategies.
4:00 p.m. – 5:00 p.m. ET
Co-Panelist: Justin Lowe, Principal, Ernst & Young, LLP
Washington, D.C.
The Inflation Reduction Act (IRA) expanded clean energy tax credits, making them available (and refundable) for tax-exempt and government entities and incorporating incentives intended to steer benefits toward low-income communities. Explore how the IRA’s credits and incentives can create opportunities for financing charitable activity and traps for the unwary.
10:50 a.m. – 12:25 p.m. CT (Break 11:35 a.m. – 11:40 a.m. CT)
Co-Presenters:
Austin, Texas
Join us for NCPGC’s annual session on new laws, recent cases, and topical issues in charitable gift planning. This is NCPGC’s annual review of topical legal and regulatory issues that affect the world of charitable gift planning.
11:00 a.m. – 12:00 p.m. PT
Free for CalNonprofits members; $45 for not-yet-members
Join us for something new! We’re bringing together two of the state’s most experienced nonprofit legal minds to address some critical nonprofit legal basics and answer some of your most pressing nonprofit-related legal questions. Eric Gorovitz and David Levitt, both principals at nationally recognized Adler & Colvin, will discuss such issues as compliance, privacy and data security, fundraising regulations, lobbying, and employment law as it applies to nonprofits.
You can also help guide our discussion by submitting your own questions for Eric and David. What legal quandaries are keeping you up at night? Is it about your board? Are you 501(c)4 curious? Let CalNonprofits know via the registration form, and we’ll do our best to respond to as many questions as possible. CEO Jan Masaoka will be on hand to help us sort through our sector’s most pressing concerns.
Co-presenter:
Jennifer Becker Harris, Clark Nuber
Co-presenter: Megan Bell, Partner, Morgan Lewis & Bockius LLP
Moderator:
Brittany Cvetanovich, Ropes & Gray LLP, Boston, MA
Panelists:
Co-presenters: David A. Levitt, Adler & Colvin; Darren B. Moore, Bourland, Wall & Wenzel, P.C.
Austin, TX
Honolulu, HI
Co-presenting with Tania Ibanez, Senior Assistant Attorney General, California Attorney General’s Office, Charitable Trusts Section
San Diego, CA
Co-panelist: Eric Stephenson, Cordes Foundation
Co-panelist: Rehana Nathoo, Case Foundation
Chicago, IL
Co-panelists: John Pomeranz and Eric Rodriguez
Co-sponsored by Independent Sector and the Council on Foundations
Gain a better understanding of how to prevent, correct and report excess benefits transactions to reduce penalties, including Form 990 reporting requirements and how to avoid liability.
This program is available in several formats (Audio & Reference Manual or MP3 Download)
OnDemand Webinar (Provided By Lorman Education Services)
Being a Nonprofit in the Trump Era
Co-presenters: Ruth M. Madrigal, Steptoe & Johnson LLP; and Alexander L. Reid, Morgan, Lewis & Bockius LLP
Los Angeles, CA
Promoting Impact Through Hybrid Structures
Sponsor: Morrison & Foerster
San Francisco, CA
Being Nonpartisan: Voter Engagement Dos and Don’ts for 501(c)(3) Nonprofits
Philanthrocapitalism: An Introduction
Co-speaker: Will Fitzpatrick, General Counsel, Omidyar Network
San Francisco, CA
Finding the right charitable vehicle for your clients – with a look at the year ahead
Portland, OR
Impact Investing Within a Donor Advised Fund (panel)
San Francisco, CA
Overview Panel: DAFs as Investors in US Community Development
Charlotte, NC
Why Tax Status Matters and What to Do About It: 501(c)(4), 527, and other options
Las Vegas, NV
Chan Zuckerberg & Friends: Using Philanthrocapitalism to Accomplish Charitable Goals: Will Foundations Become an Endangered Species?
Boston, MA
