Gain a better understanding of common legal issues nonprofits face on a regular basis.
Charities play a significant role in our society. They provide services and grants in a wide variety of areas that are of importance to the community, ranging from hospitals to educational institutions to museums to organizations dedicated to assisting those in need. Most charities focus on formation and obtaining tax-exempt status from the Internal Revenue Service, but what happens next is often more important to whether the charity succeeds. This topic will help charities identify key areas relating to ongoing operations that can cause issues if not addressed.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
501(c)(3) and Governance Compliance
- Annual Action Items and Key Policies
- Lobbying/Electioneering
- Excess Benefit Transaction Overview
Fundraising
- State Charitable Solicitation
- Donor Restricted Funds
- Gift Receipting Requirements
Other Operational Concerns
- Trademark
- Privacy
- Basic Employment Matters
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on January 31, 2018.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Anita Pelletier
Nixon Peabody LLP
- Counsel in the Rochester, NY office of Nixon Peabody LLP
- Represented organizations ranging from the very small to the very large on all matters relating to nonprofit governance and related issues; also worked with several organizations to guide them through IRS and regulatory audits; assisted numerous charities navigate the various rules regarding charitable solicitations in a market that necessitates the use of social media and electronic communications
- Conducts regular seminars and workshops on nonprofit governance, issues relating to tax-exempt status and charitable solicitations
- Member of the National Association of College and University Attorneys (NACUA) and a member of the Legal Resources Committee and is also involved with the Greater Rochester Association of Women Attorneys, previously serving as a board member as well as chair of their Media Committee and co-chair of the Program Committee; also a member of the American, New York State, and Monroe County bar associations
- Received numerous awards for her commitment to pro bono service; in 2003, she received the William E. McKnight Award from the Monroe County Bar Association; in 2005, she received the Legal Aid Society of New York City Pro Bono Award
- A recipient of Nixon Peabody’s Rodman Peabody Pro Bono Award, winning in 2005, 2006, 2007, 2008 and 2011 to 2015
- Selected by peers for inclusion in The Best Lawyers in America© 2019 in the field of Nonprofit/Charities Law and has been listed in Best Lawyers since 2017
- J.D. degree, summa cum laude, Syracuse University School of Law; M.P.A. degree, Maxwell School of Public Administration; B.A. degree in economics, St. John Fisher College
- Can be contacted at 585-263-1164 or [email protected]
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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