|Charitable Fundraising: Keeping it Legal|
|Not Currently Scheduled|
|Charities seeking to attract and retain donors to support their programs operate within a legal framework that offers a number of challenges and opportunities. Community-based and other nonprofits are under pressure to diversify their funding sources to a wide range of funders, including private foundations, corporations, government, and individual funders. Expanded ways of fundraising, including online communications and special events, have opened up innovative avenues to support fundraising efforts. This in-person workshop will provide an overview of the federal and state laws that apply to nonprofits fundraising in New York, including documentation and disclosure rules imposed by the Internal Revenue Code, state charities registration and reporting, the use of volunteer and paid fundraisers, and steps to avoid deceptive solicitation.
Learning objectives: Participants will be able to recognize, and adhere to, fundraising laws and regulations so as to better support their organizations' fundraising activities.
For nonprofit managers, development staff, and others involved in nonprofit fundraising.
|Compensating Nonprofit Executives: State Law, IRS Rules, and Best Practices|
|Not Currently Scheduled|
|Paying excessive management salaries or paying more than fair market value for goods or services provided by insiders is wasteful and can result in enforcement actions against the organization and the responsible individuals. This workshop will provide legal and practical information for nonprofit organizations that seek to set reasonable compensation for executive directors and other senior managers, enter into legitimate transactions with Board members and other insiders, and comply with the conflict of interest and related reporting requirements on federal Form 990. |
Learning Objectives: Participants will be able to establish procedures for setting reasonable compensation for executive staff and manage conflict of interest transactions consistent with state and federal law.
For senior managers, human resources professionals, and Board members.
|Legal Essentials: A Crash Course for New Executive Directors |
|Not Currently Scheduled|
|Whether you are stepping in to the role of executive director for the first time, or are an experienced executive getting to know a new organization, this workshop will guide you through the crucial framework for managing your organization's assets in a legally compliant manner. We will cover key points for the following legal compliance areas:
✓ Interacting with your Board: Best practices and legally mandated structures for ensuring you can work with your Board to further your organization's mission.
✓ Managing your employees: Highlights of the most common employment-related traps, including keeping up with NYC's ever evolving employment regulations and the proper (and improper use) of independent contractors.
✓ Oversight of financial assets: Regulation of investment policies, the ins and outs of an endowment fund, the role of the audit committee, and policies that can prevent financial malfeasance.
Who Should Attend: This training is geared towards executive directors who have been in their role for two or less years, but will also be helpful for experienced leaders who are stepping in to a new organization.
|Negotiating Information Technology (IT) Contracts|
|September 24, 2018 - 9:30 AM to 10:30 AM|
|It is increasingly important for nonprofits to be able to negotiate technology-driven contracts. At this seminar, the speakers will discuss some of the more frequently debated terms and provisions in these agreements, including ownership, data security, privacy, indemnity, and limitation of liability. They will also provide an introduction to intellectual property and highlight emerging trends in the technology space, such as open source, cloud computing, artificial intelligence, automation, GDPR and other data protection regulations and blockchain.
Presenters: Jon Damon, Associate General Counsel, Intellectual Property, Global Technology and State Insurance Regulation Unit, MetLife; and Jim Coplit, Assistant General Counsel in the Intellectual Property and Global Technology Unit, MetLife
Location: MetLife, 200 Park Avenue, Room 4N.116, New York, NY - please note location; please bring photo ID for building security
Cost: This seminar is free. However, advance registration is required and space is very limited.
Registration is now closed.
|Understanding Contracts: A Nonprofit Hands-On Clinic with Pro Bono Attorneys|
|September 27, 2018 - 4:30 PM to 7:30 PM|
|Do you ever wish you had a lawyer to review a contract for you, explain what the trickier provisions mean, and advise you on how to edit the language to work in favor of your organization? This free clinic offers an educational overview about contract basics, and pointers on what your organization is committing to when it signs certain contracts and when it is prudent to seek legal advice before doing so. You'll then get to meet one-on-one with an attorney who has reviewed your contract of choice, and who will discuss issues or questions about the contract that you have flagged as possibly needing additional explanation or review. The attorney may suggest edits to your document, which you can keep after the clinic. Organizations can sign up based on an existing contract (such as a vendor agreement, template used with program partners or participants, management services agreement, memorandum of understanding), or a contract that you would like drafted as a new document.
Presenter: Ciarra Chavarria, Staff Attorney, Lawyers Alliance
Note: This is an afternoon session.
Location: Goldman Sachs, 200 West Street, New York, NY 10282 (Please bring photo ID for building security.)