8th Annual Institute on Not-for-Profit Law: Navigating the Current Climate

Originally held on Friday, November 13, 2020 | 1:00 pm – 4:30 pm

Special Guest:

Honorable Letitia A. James
New York State Attorney General


Program Co-Chairs:

Jacqueline D. Ewenstein
Ewenstein & Roth LLP

David G. Samuels
Duval & Stachenfeld LLP

Amarah Sedreddine
Sedreddine & Whoriskey, LLP

  • This half-day virtual program will cover a number of current legal topics of particular import to nonprofit organizations as we navigate the current climate.

    This Institute will cover:

    • New York State Attorney General Letitia James will introduce the discussion of her office’s critical work for New York’s nonprofit sector. Expert insight into the current processes and priorities of the Internal Revenue Service and the Charities Bureau of the New York State Attorney General’s Office, including published guidance by both offices relating to the COVID-19 crisis.
    • Discussion of steps nonprofits can take to diversify their staff, boards and grantees, which satisfies the recently implemented diversity and inclusion CLE requirement.
    • Important guidance on online fundraising platforms and tools (such as charity auctions and digital sweepstakes), as COVID-19 accelerates the shift to a virtual fundraising environment.

    Who Should Attend: This half-day program is intended to serve both in-house and outside counsel with a well-developed background in nonprofit law, but it will also be a useful and informative session for nonprofit managers as well as lawyers who are newer to the field and seek to enhance their practice in the nonprofit sector or their participation on nonprofit boards.

    Program Fee:
    $249 for Members | $349 for Nonmembers
    Government/Nonprofit/Academic: $99 for Members
    Small Law Firm: $99 for Members

  • Tracy L. Boak
    Perlman & Perlman LLP

    Yael Fuchs
    Co-Section Chief, Enforcement Section
    Charities Bureau, Office of the New York Attorney General

    Tracy Richelle High
    Sullivan & Cromwell LLP

    Marcus Owens
    Loeb & Loeb LLP
    Former Director, Exempt Organizations Division, Internal Revenue Service

    Donna Cole Paul
    Chief, Transaction Section
    Charities Bureau
    New York State Office of the Attorney General

    Jacob Singer
    Sullivan & Cromwell LLP

    Emily Stern
    Co-Chief, Enforcement Section
    Charities Bureau
    New York State Office of the Attorney General

  • 1:00 pm – 1:05 pm

    1:05 pm – 1:30 pm
    IRS Insight
    Marcus Owens

    1:30 pm – 2:20 pm
    Fundraising Issues – New and Emerging Platforms
    Tracy Boak

    2:20 pm – 2:25 pm

    2:25 pm – 3:15 pm
    Equity & Inclusion: Attracting and Retaining a Diverse Board and Staff
    Tracy Richelle High, Jacob Singer

    3:15 pm – 3:20 pm

    3:20 pm – 3:30 pm
    Introduction to AG Office Priorities
    Honorable Letitia James, NYS Attorney General

    3:30 pm – 4:20 pm
    New York Attorney General’s Office, Charities Bureau
    Donna Cole Paul, Emily Stern

    4:20 pm – 4:30 pm
    National Association of State Charity Officials
    Yael Fuchs

  • New York: 3.5 total: 2.5 Professional Practice, 1.0 Diversity, Inclusion and Elimination of Bias
    New Jersey: 3.5 General
    California: 3.0 General
    Pennsylvania: 3.0 General
    Connecticut: Available to Licensed Attorneys

  • This program has been generously sponsored by:

    Platinum Sponsor:

    Capital One

    Silver Sponsors:

    Duval & Stachenfeld

    Patterson Belknap

    Perlman & Perlman

    Sponsoring Association Committee:
    Non-Profit Organizations, Jacqueline D. Ewenstein & Amarah Sedreddine, Co-Chairs

    Sponsorship Opportunities are Available! Please Contact:
    Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 | aavila@nycbar.org