Donor Advised Funds: Understanding the Pros and Cons Protects You and Your Donors

$299.00
Event ID:70656

Please Select an Option
Webinar Only      $299.00 includes live presentation, slides, and Q&A
DL Only                 $299.00 includes recorded presentation, slides, and Q&A
Webinar and DL  $399.00 includes live presentation, DL, slides, and Q&A
Date: 7/18/2019, 1 PM Eastern
Duration: Scheduled for 90 minutes including question and answer session.
Presenter(s): Sally Morris, attorney at law
Price: $299.00 webinar or Digital Download, $399.00 webinar and Digital Download. Each option may be viewed by an unlimited number of attendees in one room. DL includes full audio presentation, question and answer session, and presentation slides.
Who Should Attend? Executive directors, CFOs, controllers, board presidents and members, project managers, program directors, fiscal officers, general counsel and other senior staff

Donor Advised Funds (DAFs) are gaining in popularity in the nonprofit world, and the last few years have seen a steady rise in charitable donations made pursuant to these funds. At first blush these appear to be a “win/win” situation, as they seem to give donors immediate tax benefits and also the benefit of being able to create their own private foundation that allows them to make charitable donations to their favorite nonprofits or charities. However, on closer examination, this popular method of giving can have potentially serious ramifications for nonprofits.

Please join Sally Morris, attorney at law, for a comprehensive review of DAFs, including the pros and cons of adopting them at your nonprofit, what to look out for, and how to avoid the potential pitfalls.

WHAT YOU’LL LEARN

Just a sampling of what this webinar will cover:

  • What are Donor Advised Funds?
  • How do they work?
  • How did they become so popular?
  • Advantages of Donor Advised Funds for the Donor and the donee beneficiary or nonprofit.
  • Potential issues arising out of Donor Advised Funds.
  • Meeting the challenges posed by Donor Advised Funds.
  • How to make Donor Advised Funds work for your nonprofit.
  • Donor Advised Funds and recent tax law changes.

YOUR CONFERENCE LEADER

Your conference leader for “Donor Advised Funds: Understanding the Pros and Cons Protects You and Your Donors” is Sally Morris. Sally is an attorney who is passionate about representing nonprofit organizations which she has enjoyed doing for over twenty years. Sally also practices in the area of employment law and brings the convergence of those two disciplines together to provide a unique knowledge base and experience to advise nonprofits. Sally has experience with unincorporated associations, private foundations, membership organizations and public charities. She has advised nonprofits concerning governance and growth, fundraising issues, state registration compliance, excess benefit transactions, private inurement, policy and procedures, formation, and many other issues.

Sally has been running her own law firm since 2003. Prior to becoming a small business owner, Sally began her career as an associate with the Boston, Massachusetts firm Mahoney, Hawkes and Goldings as litigator in complex civil and criminal matters. She moved to Maine in 1997 and worked as an associate and partner with Friedman, Gaythwaite Wolf & Leavitt, continuing to advise nonprofits and have an active employment law and litigation practice. Sally is admitted to practice law in Maine and Massachusetts and has served on many community boards. These currently include the Portland Conservatory of Music, Family Ice Rink and the Fiddlehead School of Arts and Sciences, a Maine Charter School, reflecting her passion for music, ice hockey and education. Sally graduated from Boston University and from the New England School of Law, cum laude.

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CERTIFICATES OF PARTICIPATION

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