Special Event Fundraisers - Do You Comply with All the Rules? (2022)

08/17/2022 01:30 PM - 03:00 PM ET




Special Event Fundraisers – Do you comply with all the rules?
Wednesday, August 17 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Esq, Chair of Nonprofit Group, Montgomery McCracken, and Editor, Nonprofit Issues®

Moderated by: Tish Mogan, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues®

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Charities running special event fundraisers have struggled for years to stay compliant with the law. Many new issues have emerged from “virtual” events over the last few years. From picking a name and getting a venue, through sending the invitations, getting all the required permits, getting the right insurance, staffing the event, serving alcohol, acknowledging donations, and reporting to the IRS, there are a lot of technical rules to follow when hosting an event. Now is the time to put the new rules and the old rules together in planning your next fundraiser!


This webinar is for nonprofit board and staff who have any responsibility for a fundraising event, outside event planners, and their professional advisers. It will take you through a step-by-step review of key legal issues, from initial planning to final reporting. It will allow you to put together a comprehensive check list for your specific event. It can help your event be a spectacular success, instead of a continuing legal headache!


Just some of the questions nonprofit attorney Don Kramer will answer include:

  • Who has to register under the charitable solicitation rules?
  • What kind of permits do we need?
  • How do we substantiate gifts and meet the "quid pro quo" rules?
  • What do we tell our sponsors?
  • May we run a 50/50 lottery?
  • May we serve alcohol?
  • May we raffle off a “basket of cheer”?
  • What do we tell donors about gifts for our charity auction?
  • What do we tell purchasers about items bought at our charity auction?
  • What kind of insurance do we need?
  • Should we get releases from our guests?
  • How can we increase safety at the event?
  • Do we have to pay staff overtime for working the event?
  • How do we deal with volunteers staffing the event?
  • Can we use pictures of the event in our annual report?
  • How do we report the results on our Form 990?


*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.


Single Login Cost:
$45 per person for PANO Members | $100 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).


Group Screening Cost (4-10 individuals):
$150 per group for PANO Members | $333 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 10 individuals to add to your group ticket.


This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.


Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All webinar registrants will receive a recording of the webinar following the live session!

About the Facilitator:


Donald W. Kramer serves as chair of Montgomery McCracken’s Nonprofit practice group.

Don has more than 45 years of experience dealing with the concerns of nonprofit organizations, not only as a lawyer, but also as a teacher, writer, publisher, and board member. He has worked with nonprofits of all types and sizes, helping structure startup situations and restructure multiorganizational health and educational systems. He counsels on a wide range of nonprofit corporate structure and governance, private and community foundations, continuing care retirement communities, exempt organization taxation, low-income housing tax credit transactions, real estate, charitable giving, and other nonprofit issues.

Don has provided legal services to The Philadelphia Foundation for more than 40 years.

Don serves as the editor and publisher of Don Kramer’s Nonprofit Issues®, a national newsletter of “Nonprofit Law You Need to Know,” which he founded in 1989.

Prior to joining Montgomery McCracken in 1972, Don served as deputy development coordinator and assistant to the mayor of Philadelphia.

Neon CRM by Neon One