1-Day Program

See Credit Details Below


Why You Should Attend
Charitable fundraising and philanthropy have undergone seismic shifts in the last few years. Nonprofits are increasingly turning to innovative methods of bringing in revenue to support their programs, from crowdfunding through online platforms to accepting gifts of cryptocurrency. Spurred on by the pandemic and the racial reckoning of 2020, philanthropists have been exploring new ways of shifting power, partnering with grantees and deploying their funds, engaging in trust-based philanthropic practices, diversifying their boards and utilizing impact investing alongside their grantmaking.
Each of these new practices has its own regulatory backdrop to consider. Please join us for an exciting morning seminar as expert lawyers, professionals, and nonprofit leaders, discuss these current developments in philanthropy and charitable fundraising through three lenses – legal, tax, and investment. 

What You Will Learn
After completing this program, participants will be able to:
• Identify the major shifts in philanthropic and fundraising practices taking place today
• Differentiate between a program-related investment and a mission-related investment and understand other key impact investing terminology
• Assess the pros and cons of accepting or donating charitable gifts of cryptocurrency and understand the legal requirements for doing so
• Prepare for the new California online charitable fundraising registration and reporting regime

Who Should Attend
This program is intended for transactional attorneys, general and corporate counsels, in-house lawyers and legal professionals supporting and advising nonprofit organizations, foundations and individual philanthropists, as well as attorneys serving on nonprofit boards. Attorneys and professionals interested in or currently providing pro bono assistance to nonprofit organizations are encouraged to attend. 

Special Feature(s): Attend in-person at the San Francisco Conference Center for a unique opportunity to network with the program faculty at a luncheon directly following the program.

Program Level: Overview  

Prerequisites: An interest in learning about emerging issues in philanthropy and nonprofit fundraising.  

Advanced Preparation: None

Credit Details

Schedule & Location

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