Legal Webinar: Special Event Fundraising: Here's a Checklist

Special Event Fundraising: Here’s a Checklist

Wednesday, June 4 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Esq., Of Counsel, Montgomery McCracken, and Editor, Nonprofit Issues

Moderated by: Ashley Suhler Tobin, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues

*NOTE: PANO does NOT offer CPE & CLE credits for accountants and lawyers.

You MUST REGISTER HERE via Nonprofit Issues if you are interested in these credits.

You can reach them at info@nonprofitissues.com.*

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.

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 checklist for your specific event. It can help your event be a spectacular success, instead of a continuing legal headache.

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?

Registrants can submit 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.

This webinar is presented by nonprofit attorney Don Kramer and PANO Standards for Excellence Director Ashley Suhler Tobin.

WHO SHOULD ATTEND?
This webinar is designed for nonprofit board, staff, and volunteers who have any responsibility for the event, outside event planners, and their professional advisers.

WHAT WILL I GET?
Registrants will receive a copy of the PowerPoint 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.

If interested in receiving CPE and CLE credits for accountants and lawyers, please REGISTER HERE VIA NONPROFIT ISSUES (Subscriber Price: $75.65 | Regular Price: $89.00). You can reach them at info@nonprofitissues.com. Please note that PANO does not offer these credits.

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 attending the webinar, please have one person register selecting one group ticket. You can then enter the names and email addresses of up to 9 other individuals to add to your group ticket. Each person registered will receive their own unique login instructions and may join from wherever is most convenient for them.

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 Ashley Tobin at ashley@pano.org to discuss options.

MATERIALS AND LOGIN INSTRUCTIONS:
Materials (PowerPoint and other handouts) and instructions on how to login 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.

All PANO registrants will receive a recording of the webinar.

ABOUT THE PRESENTERS

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.

Ashley Suhler Tobin, PANO Standards for Excellence Director

Ashley Suhler Tobin is a strategic nonprofit professional with over 16 years of experience in program development, program management and relationship management. As a Licensed Consultant for the Standards for Excellence in Pennsylvania and nationally, she brings deep expertise in nonprofit governance and management for PANO’s Standards for Excellence program.

Ashley’s career includes roles such as Program Development Director at Turning Points for Children and as a consultant for a variety of nonprofits in Pennsylvania. Ashley also ran a nonprofit networking program in Philadelphia called Connecting Coffee.

With a Master of Public Administration with a concentration in Nonprofit Management from The George Washington University, Ashley is dedicated to fostering transparency, upholding ethical standards, and delivering high-impact results.