Upcoming Events
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Webinar August 26, 2025
CA Policy Forum Webinar: "Guidance for Nonprofits and Foundations Facing Federal Pressure"
The political landscape is becoming a minefield for a growing number of nonprofits and foundations. Whether you’ve been explicitly targeted or are looking to feel more prepared, you’ll want to join the next CA Policy Forum. A panel of two of the state’s most experienced nonprofit attorneys will offer an expert briefing, guidance, and tools to help you better understand and address the federal pressure or legal threats that your organization might be facing. Our speakers will break down complex legal concepts into clear, actionable guidance.
You’ll learn how to:
- Identify key legal red flags
- Implement practical strategies to protect your organization
- Navigate compliance challenges and mitigate risks
This is a chance to get sensitive, practical support to ensure your organization is prepared and protected. You’ll also learn about the launch of the Defending Equity Initiative, a new freestanding nonprofit organization that will be a pro bono legal services provider for 501(c)(3) organizations unfairly targeted for their DEI programs, support of immigrants, or other progressive work.
The California Policy Forum is a unique partnership between CalNonprofits and Philanthropy California (Northern California Grantmakers, Catalyst of San Diego & Imperial Counties, Southern California Grantmakers) and the League of California Community Foundations. The California Policy Forum brings together the voice of nonprofits and philanthropy in our state and amplifies the sector’s power and priorities to policymakers and experts.
Co-Panelists:
- Laura Seaman, League of California Community Foundations
- Karl Mill, Mill Law Center
- Shirley McLaughlin, Adler & Colvin
10:00 a.m. – 11:15 a.m. (PDT)
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In-Person Conference September 4, 2025
2025 Kasner Symposium (21st Annual Jerry A. Kasner Estate Planning Symposium) - Session: "Exempt Organization Update"
Charitable giving is a key element in estate planning for many clients. High-net-worth individuals and families often have specific philanthropic goals and objectives. The years 2024 and 2025 have been particularly significant and challenging for nonprofit organizations due to the new administration and changes in federal funding and public policy, which have impacted their operations. This presentation will cover recent federal income tax developments for charitable organizations, providing valuable insights for estate planners as they assist with major gifts and complex asset donations.
Presenters:
- David Sacarelos, Baker Tilly
- David Levitt, Adler & Colvin
11 a.m.-12:15 p.m. PT / 2-3:15 p.m. ET
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In-Person and Virtual Conference September 19, 2025
Corporate Political Activities 2025: Complying with Campaign Finance, Lobbying, and Ethics Laws - Session: "Political Activity by Nonprofits and Advocacy Organizations"
Panelists:
- Jason Kaune, Nielsen, Merksamer, Parrinello, Gross & Leoni LLP
- Eric Gorovitz, Adler & Colvin
- Molly Meegan, American College of Obstetricians and Gynecologists (ACOG)
- Mike Whatley
11:30 a.m. ET / 8:30 a.m. PT
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In-Person Conference November 11, 2025
Exponent Philanthropy Foundations 101 - Session 3: "Legal Basics"
Hear an overview of all private foundation rules, from filing the Form 990-PF to public disclosure rules and the self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional.
3-4:14 p.m. ET
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