March 30, 2017 - 12:00 PM - 2:00 PM EST

Dealing with Nonprofit Donors: Risks, Restrictions, and When to Say "No Thanks"

This event has already occurred.
Venable LLP & Webinar
600 Massachusetts Avenue, NW
Washington, DC 20001

Dealing with Nonprofit Donors


Update: This event has already occurred. Please click above to listen to and view the recorded webinar, click here to view presentation materials from the event, and visit our Venable LLP Nonprofit YouTube channel to listen to and view all of our recorded webinars on nonprofit legal topics.


Situations involving the presidential candidates' charities that were highly publicized during the recent election have shed light on some of the difficulties faced by charitable organizations and their donors. Although donors are the backbone of most charities, failure to pay careful attention to the relationship between the donor and the charity can result in legal risk and embarrassment for both of them. Complications can arise from the identity of the donor, the nature of the gift, and the restrictions placed on the contribution. The panelists—experienced in the legal and donor-development issues affecting nonprofits—will evaluate problems that are likely to be encountered by charities as they process donations and strive to protect themselves. Topics to be covered include:

  • Developments in donor privacy, including recent developments in the need to disclose donors and the use of confidentiality agreements
  • Acceptable and unacceptable donor restrictions on gifts, including the impact on the charitable tax deduction and threats to federal tax-exempt status
  • The use of gift acceptance policies and what should—and should not—be contained in such policies
  • Techniques for protecting the charity from a “rogue” donor
  • Dealing with donors when the charity incurs adverse publicity

Schedule:
12:00 p.m. - 12:30 p.m. ET - Networking Luncheon
12:30 p.m. - 2:00 p.m. ET - Program/Webinar

Speakers:
Robert L. Waldman, Esq., Partner and Chair of the Business Division, Venable LLP
Rebecca Rothey, CFRE, CAP®, Vice President, Development and Senior Philanthropic Advisor, The Community Foundation for the National Capital Region

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