Fiscal Sponsorship: For the Funders, Sponsors, and the Sponsored

Fiscal Sponsorship: For the Funders, Sponsors and the Sponsored

Monday, September 11 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Esq., Montgomery McCracken and Jeffery Fromknecht, Lawyers for Nonprofits

Moderated by: Tish Mogan, Standards for Excellence Consultant, 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.

Fiscal sponsorship is a time-honored method to spawn new charitable activity when the people with the vision and the energy to do the work do not have recognition of federal tax-exempt status.

It can function smoothly as an incubator for important new projects. Or it can function badly as a serious trap for the unwary.

This webinar will define fiscal sponsorship and discuss the most common types of sponsorship arrangements. It will discuss the advantages and disadvantages of each type and the special considerations for funders, sponsors, and the sponsored. It will review specific critical provisions of sponsorship agreements, particularly termination and exit issues.

Who should attend:

• Organizations that are looking for a fiscal sponsor
• Organizations that have been asked to be or have interest in being a fiscal sponsor

*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 Facilitators

Donald W. Kramer, Esq., Nonprofit Issues & Montgomery McCracken

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 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. Learn more about Don here.

Jeffery Fromknecht, Lawyers for Nonprofits

Jeffery Fromknecht is the co-founder and Managing Attorney of Lawyers for Nonprofits, a nonprofit virtual law firm with operations in Pennsylvania and Florida. Jeff is licensed to practice law in both Pennsylvania and Florida. His legal work focuses on the corporate, tax and compliance legal issues impacting tax-exempt organizations and their work. He holds graduate degrees in both social work and law and has over 20 years of experience working at nonprofit organizations in a variety of direct-service and administrative roles. He earned his Master of Social Work degree from the University of Pittsburgh School of Social Work, where his concentration was on community organizing, nonprofit administration, and disability studies. He attended Duquesne University School of Law, graduating Magna Cum Laude. During law school, Jeff worked as a community partner at Community Living and Support Services (CLASS) in Pittsburgh, where he developed and evaluated programs designed to help people with disabilities build social capital.