Don't lose funds due to potentially unethical fundraising practices.
Fundraising goes to the critical relationship between a nonprofit organization and its donors. To ensure donor acquisition, retention and stewardship, the conduct of fundraising activities by an organization should adhere to the highest standards of legal and ethical conduct. Fundraising is increasingly a focus of nonprofit organizations in the face of reduced governmental support coupled with a rise in the demand for services and programming offered by such organizations. While the development staff may be officially charged with the responsibility of fundraising, all key stakeholders of an organization play a role in fundraising efforts. The executive director and senior staff are the public face of an organization, and foundations increasingly view their grants as an investment in these individuals as much as in the organization. Board members are the ambassadors for the organization's mission and with the trend of "give or get", trustees are often active fundraisers. Attorneys and accountants, whether representing organizations or advising organizations in roles as trustees or supporters, must be aware of the State and federal regulation of the conduct of solicitation activities. This topic will discuss how organizations can engage in fundraising campaigns which are in compliance with legal and tax reporting obligations, as well as respecting the special relationships with donors and funders. Finally, the topic will discuss how to preserve the integrity of fundraising activities as they move online with the innovations in fundraising created by new technologies.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Compliance With Legal and Tax Reporting Obligations
- State Regulation of Charitable Solicitations
- State Regulation of Gaming Activities
- IRS Donor Substantiation Requirements
Policies to Promote Ethical Conduct in Relationships Between the Organization and Its Donors
- Donor Bill of Rights
- Gift Acceptance Policy
- Donor Recognition and Acknowledgement Policy
Policies to Promote Ethical Conduct in Relationships Within the Organization
- Compensation of Fundraisers
- Conflict of Interest Policy
Emerging Issues Raised by Impact of Technology on Fundraising
- Social Media
- Crowdfunding
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on August 24, 2016.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Brett R. Harris, Esq.
Wilentz, Goldman & Spitzer, P.A.
- Business, nonprofit, and technology attorney, shareholder in the Woodbridge, New Jersey office of Wilentz, Goldman & Spitzer, PA
- Admitted to practice in the states of New Jersey and New York
- Has a corporate transactional practice, focusing on counseling charities, foundations, and other nonprofits on their exempt status, governance, and compliance, and handles intellectual property and cybersecurity matters
- Member of the Legal Working Group for the Center for Nonprofits, an umbrella organization for New Jersey 501(c)(3)s providing advocacy, resources, training, and information to strengthen nonprofits and help them thrive
- Appointed by New Jersey Supreme Court as a Trustee of The IOLTA Fund of the Bar of New Jersey, currently serving as Treasurer
- Serves on the Board of Trustees of the New Jersey Chapter of the Association of Fundraising Professionals, chairing the Chapter’s Government Relations and Advocacy Committee and is a Member of the Steering Committee for the Nonprofit Forum of Commerce and Industry Association of New Jersey
- Member of the Board of Trustees of the New Jersey Women Lawyers Association, serving as co-chair of the Grants/Charitable Giving Committee and previously General Counsel to the Association; director and past chair of the Business Law Section of the New Jersey State Bar Association; trustee of the New Jersey State Bar Association Women in the Profession Section; member of the New Jersey State Bar Association’s Bylaws and Resolutions Standing Committee and member of the American Bar Association’s Women Rainmakers Committee
- J.D. degree, New York University School of Law; B.A. degree, cum laude, Washington and Jefferson College
- Follow her on LinkedIn, Facebook, and Twitter @BrettHarrisEsq for posts on business and nonprofit matters, technology law, and issues of interest to professional women
- Can be contacted at [email protected] or 732-855-6122
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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