Special Event Fundraising: Keeping on the right side of the law

Special Event Fundraising: Keeping on the right side of the law

Tuesday, June 18 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Esq., Montgomery McCracken

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.

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. Now is the time to put the new rules and the old rules together in planning your next fundraiser.

This webinar 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. Here are some of the questions we will answer:

• 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?

You can submit your own questions before the webinar or during the live program. If we can’t answer them during the program, we typically follow-up with an email after the program.

You will also receive a copy of the Power Point and a 45-page package of materials, including at least 8 of our popular and practical Ready Reference Pages on issues directly related to your event.

*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 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.