We present papers and lectures at statewide and national conferences of lawyers and accountants, and we publish articles in professional journals.
Structuring Philanthropy: What Works When
Co-panelists: Martin Hall and Michele McKinnon
Donor Restrictions – What Will They Think of Next?
This session will address the issues created when donors place restrictions on their gifts. We will review the various types of restrictions donors desire, the tax issues caused by donor restrictions, and learn why some restrictions can render a gift non-deductible. We will also discuss the impact of restrictive purpose clauses on the charity, with plenty of “real life” examples, and review a charity’s options with an unworkable gift.
Representing & Managing Tax-Exempt Organizations
First panel: Fundraising and Crowdfunding on the Internet and Social Media
Co-panelist: Courtney Aladro
Second panel: Ask the Experts
Co-panelist: Jim Joseph and Morey Ward