Legal Webinar: Top 10 Critical Policies for Nonprofits

Top 10 Critical Policies for Nonprofits

Wednesday, Februray 11 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Esq., Montgomery McCracken | Melissa Sines, Interim 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.

Having good policies is essential to good governance.

Most nonprofits have policies on conflicts of interest, whistleblowers and document destruction and retention because the IRS asks if you have them on your Form 990 tax information return.  We will discuss in detail the critical issues in these policies so that you can see if your policies measure up well for your needs.

We will also go deep on some additional policies of real importance in the current environment.

We will discuss compensation policies.  People often look first at the compensation section of your 990 and raise questions if the compensation looks too rich - or too low!  How do you justify the amounts?

We will look at confidentiality policies.  Penn State University has a very complicated relationship with confidentiality and finds itself in trouble from both sides of the issue and in court frequently.

Advocacy policies, how your organization determines whether and how to take positions on important public issues affecting its opportunities.

We will look at third party fundraising policies.  How can you let your biggest supporters help you raise funds while protecting your organization from potential liabilities?

We will look at social media policies.  Can you control how your employees are talking about you online, from their homes, late at night?

Remote work policies. Even with many employees returned to the office, there are still a lot of people working virtually and on the road - does this policy need a refresh?

We will look at privacy and data security policies in view of increasing scrutiny and potential liabilities for breach.

We will take a deep dive into these policies, discussing the key components of each policy and reviewing various sample policies to help understand how you can not only adopt the policy - but live the policy! Enacting and following these important policies that protect nonprofit organizations and the people who work for them are essential to promote trust and accountability in the sector. We will highlight policies promulgated and copyrighted by PANO and the Standards for Excellence Institute, the national program for ethics and accountability in the nonprofit sector. Having good policies is essential to good governance.  Following your policies is even more essential.  Having good policies that aren’t followed is a real danger in litigation.

Join us for a thorough discussion of the issues. Join us live or listen anytime.

Here are some comments on evaluations of previous presentations:

• "Well organized, clear, helpful."
• "Excellent"
• "I learned a lot.  We will be editing some policies."
• "Positional conflict was a new concept."
• "Well done!"

*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 Instructions:
Materials (PowerPoint and other handouts, if applicable), along with login instructions, will be emailed to attendees within 24 hours 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 registrants will receive a recording of the webinar following the live session!

About the Facilitators

Don Kramer, Esq., Montgomery McCracken & Nonprofit Issues
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.

Melissa Sines, PANO
Melissa Sines is a dynamic leader and strategist and one of the co-founders of Colmena Consulting. Melissa brings deep expertise to her work with public sector organizations, focusing on building collective vision, nurturing emergent strategy, and developing and holding meaningful spaces for building community, learning together, and supporting leadership at all levels for nonprofit and philanthropy boards of directors, executive leadership, and program and operations staff.

Throughout her career and her work as a volunteer and organizer in her own community, she has touched every part of nonprofit governance and management structure and processes: as a founder, as a funder, as a board member, a committee member, a programs professional, an event planner, an operations and financial professional, a database administrator, a fundraiser, and a volunteer manager.

Learn more about Melissa here.