|Webinars for Wise Nonprofits: Hitting Your Goals and Limiting Your Risk: Special Events Fundraising|
|Not Currently Scheduled|
|Gala dinners, service days, concerts, conferences, and other special events can raise funds and increase awareness and excitement for your organization's work. Hosting a successful special event - one that meets your participation and financial goals - requires significant time, energy and planning, as well as a careful consideration of relevant legal issues. |
This webinar will cover New York State requirements for soliciting donations, gaming activities such as raffles and casino nights, and hiring professional fundraisers. The webinar will also review IRS rules for nonprofits receiving cash or in-kind gifts made in connection with a special event, and when and how to recognize event sponsors without running afoul of IRS rules. It will discuss compensation, contract considerations, and other legal questions when dealing with employees, contractors, or special event volunteers to ensure that your organization limits its liability in the planning and execution of a special event.
Learning Objectives: Participants will be able to plan and execute a successful fundraising event based upon an understanding of state and federal fundraising rules for tax exempt organizations.
For nonprofit managers, development professionals, and others involved in nonprofit fundraising.
|Webinars for Wise Nonprofits: Safeguarding Client Information: Understanding the Health Insurance Portability and Accountability Act (HIPAA) |
|January 30, 2018 - 12:00 PM to 1:00 PM|
|Nonprofits play a key role in many of their clients' lives, and as a result, often collect or have access to sensitive health information. This workshop will focus on HIPAA regulations and compliance obligations and will cover some common HIPAA-related contractual requirements that are increasingly imposed on certain nonprofits. Answers to the following questions will be discussed: Is my organization a "covered entity" or a "business associate" under HIPAA? Under what circumstances is my organization permitted to share protected health information with "business associates" or other partners? We are a multi-service organization, how do we separate obligations of our "non-covered" programs? What are the consequences of non-compliance with the HIPAA regulations?
Participants will gain an understanding of the requirements imposed by HIPAA and how their organizations can ensure compliance.
For board members, senior management, and human resources professionals.
Presenters: Mary Burner, Staff Attorney; Roger A. Cohen, Partner, Goodwin Procter LLP; and Jason Madden, Associate, Proskauer Rose LLP
|Webinars for Wise Nonprofits: Terminating Employees: It's an Art and a Science |
|November 16, 2017 - 12:00 PM to 1:00 PM|
|Ending the employment relationship is almost as traumatic for management as it is for the employee who is being let go. The "art" is managing employee relations to reduce the risk of legal action, while the "science" is minimizing the risk of legal liability if legal action is taken.|
Learning objective: Participants will be able to strengthen procedures for addressing different types of terminations based on best practices so as to better manage these difficult situations.
For senior management, human resources professionals, and supervisory personnel.
Presenters: Judith Moldover, Senior Staff Attorney; and Vicky Minor, Director of Human Resources, Forestdale, Inc.
|Becoming a Nonprofit: Incorporation and Tax Exemption|
|January 4, 2018 - 9:30 AM to 12:30 PM|
|Getting a new nonprofit organization off to the right start can mean the difference between success and failure. This workshop will go step-by-step through the process of incorporating in New York State and applying for federal tax-exempt status. Attention will be given to the benefits and obligations of incorporation and tax-exempt status including reporting requirements, the role of board members, and the limitations on lobbying and political activities.|
Learning Objectives: Participants will be able to evaluate the decision to form a nonprofit corporation and apply for federal tax exemption based upon an understanding of state and federal law.
For those interested in forming a nonprofit organization in New York.
Presenter: Mary Burner, Staff Attorney
|Making Your Voice Heard: Lobbying Within Limits|
|December 12, 2017 - 9:30 AM to 12:30 PM|
|Staff at many nonprofits engage in advocacy to protect their communities. They may seek government funds, urge legislative action regarding societal issues, or request government agencies to change their rules. They may also help community members communicate with government. Government regulators define some, but not all, of this activity as lobbying. This workshop will focus on the rules that govern lobbying by nonprofits. It will identify the federal limits on the amount of lobbying nonprofits can undertake, and the federal, state, and local laws requiring the disclosure of lobbying activity. It addresses advocacy concerning legislative, budgeting, and agency rule-making processes. The workshop also explains the lobbying laws that apply to procurement of contract funding from New York City and New York State -- essential information for any nonprofit that relies on government funding to do its work. |
Learning Objective: Participants will be able to evaluate how much lobbying their organization can do, whether their organization must register as a lobbyist, and how to report lobbying activity, based on an understanding of federal tax law and federal, state, and local lobbying disclosure laws.
For nonprofit managers, organizers, and others involved in the day-to-day operation of not-for-profit tax-exempt organizations.
Presenter: Laura Abel, Senior Policy Counsel
|Structuring Earned Revenue and Business Venture Opportunities for Nonprofits|
|Not Currently Scheduled|
|Nonprofits are under pressure to develop diverse and sustainable funding streams. Increasingly, this means engaging in revenue-generating activities which range from charging for a nonprofit's current services (e.g., on a "sliding scale" to existing clients and/or offering such services at "market rates" to persons not eligible as clients) to "social enterprises" harnessing market forces in support of a charitable mission or other "public benefit".
This workshop will focus on the tax, structuring, compliance, and regulatory issues that arise when nonprofits undertake such "monetization" of current services (including creation of, and relationships with, for-profit subsidiaries/affiliates). It will consider the legal issues in undertaking such activities (including the problems posed by the "commerciality" doctrine) and examine different legal structures through which nonprofit organizations can participate in them.
Learning Objectives: Participants will understand earned-revenue issues for 501(c)(3) public charities, and structuring options for earned-revenue activities.
For nonprofit managers, board members, and development professionals of organizations considering a business venture or currently engaged in a fee for service activity.
Presenter: Neil Stevenson, Senior Staff Attorney