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Course/Product Description
Title:

Key Elements and Legal Lessons Surrounding Donor Intent with Restricted Gifts

SKU:WC-1014612
Date / Time: Recorded
Format: Webinar
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Description:

Many charities do not understand fully their obligations to comply with donor restrictions on gifts and the need to keep proper documentation of such restrictions.

Similarly, many donors do not articulate clearly their intentions when making gifts to charities and document that intent.

Additionally, when restricted gifts are made and accepted, both parties need to understand the full scope of the restrictions, the long-term impact of the restrictions on operations and reporting, and what happens when unforeseen circumstances arise when no planning was done for such cases.

This webinar will help provide a framework for charities and donors alike to think through whether a restriction makes sense, to plan for the future when conditions may change, and to understand the implications of both parties not ensuring clear and complete communication about the scope of the restriction from the outset.

Additionally, this live webinar will explain the default rule now in place in nearly every state, the Uniform Prudent Management of Institutional Funds Act (UPMIFA), and how its coverage is broader than just endowments.

Agenda

Restricted Gifts

  • What Are They and How Do They Arise?
  • Categories of Restrictions
Gift Instruments
  • What Constitutes?
  • Terms and Conditions
What Is Donor Intent?
  • How Is It Defined?
  • Donor's Perspective
  • Charity's Perspective
UPMIFA

Recent Cases and Examples

About The Presenters

Kendis Key Muscheid, Esq.
  • Director with the law firm of Fennemore Craig, P.C.
  • Practices primarily in the areas of nonprofit and tax-exempt organizations, and charitable trusts
  • Advises a wide variety of tax-exempt Section 501(c)(3) organizations, varying in size and charitable purposes, including private foundations, supporting organizations, charter schools, research entities, religious organizations, arts organizations and an array of other types of public charities
  • Also advises entities that are tax-exempt under a number of other Internal Revenue Code sections, including social welfare organizations, trade associations, title-holding organizations and social clubs
  • Assists individuals with establishing charitable gift vehicles such as charitable remainder trusts and charitable lead trusts
  • Listed in Best Lawyers in America®, nonprofit/charities law and tax law, 2005 to 2015; and Best Lawyers®, Lawyer of the Year, nonprofit/charities law, 2014
  • Frequent speaker on topics relating to tax-exempt entities


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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