• On-Demand Video

Nonprofit Institute 2019

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On-Demand Video

---------- CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
Subscribers Pay: $0.00


The Nonprofit Institute is an exceptional program for lawyers, nonprofit board members, staff, volunteers, accountants, fundraisers and anybody who is thinking of starting up a nonprofit. Catch up on the current issues, receive valuable resource materials, get re-charged with new ideas and hear from leaders in the field such as PA’s preeminent nonprofit attorneys, a risk management specialist, nonprofit executives and consultants.

Nonprofit Law Update
Donald W. Kramer
Mr. Kramer, editor of Nonprofit Issues®, will give his annual update on hot topics in nonprofit law. You won’t want to miss it!

Mission-aligned Investing for Social Impact
Sidney R. Hargro
Private foundations both large and small are required to grant five percent of their assets toward grantmaking. Similarly, individuals and other institutional foundation types offer grants (or donations) to support social impact issues. Mission-aligned investing is grounded in the belief that all charitable assets should align with mission. In practice, institutional funders and social investors make social investments including but not exclusive to grantmaking and charitable donations to achieve greater impact on their mission. The purpose of this session is to demystify the terminology and practice of mission-aligned investing, bringing attention to its value and opportunity to advance community impact in greater Philadelphia and beyond.

Giving Is Good: How the Right Philanthropic Vehicle Can Maximize Charitable Support and Minimize Taxes
Gil A. Nusbaum
Choosing a charitable giving vehicle is important – if you don’t understand the important features and benefits of each, both the donors and the nonprofits they support could be leaving money on the table. Learn when and how to use different giving vehicles like, CRATs, CRUTs, donor-advised funds and private foundations, and when multiple vehicles can work in tandem. Learn about issues that can arise when using charitable giving vehicles and what to look for before they become a problem.

Corporate Governance for Nonprofit Organizations
Morgen Cheshire, Noel A. Fleming, Jack Owen and Mark A. Pacella
Nonprofit Directors are responsible for many things including determining their organization's mission and purpose, developing long-term and short-term strategies to pursue that mission, supporting and evaluating their executive director, and, in many cases, fundraising. We will explore the legal landscape underpinning the Board's role, identifying best practices, policies and procedures that are designed to better ensure that nonprofit Directors satisfy their fiduciary duties in a manner that supports and furthers their organization’s mission and purpose.

Enterprise Risk Management: Initiating a Practical Program by Applying Risk Factors
John McLaughlin
Senior executives and board members continue to indicate risk management is a high priority. But why do so many organizations struggle to institute an effective Enterprise Risk Management (ERM) program? And why has the nonprofit sector continued to lag in establishing a useful ERM program? The answer lies in a combination of practicality and cost. Mr. McLaughlin will share his experience in establishing effective and practical ERM programs in a variety of business sectors, especially for nonprofits, by apply risk factors and describing several approaches. 

Charities Behaving Badly – What Happens When Directors, Officers, and Their Lawyers Don’t Do the Right Thing? (ETHICS)
Hon. Renée Cardwell Hughes, Donald W. Kramer, Laura N. Solomon and Heather J. Vance-Rittman
We will discuss some case studies – one involving a private foundation; one a corporate foundation, the other one where the lawyer breached her attorney-client privilege and communicated with the AG’s Office. We’ll explore conflicts of interest, breaches of fiduciary duties and attorney ethics.

Cosponsored with the Charitable Organizations Committee of the Pennsylvania Bar Association

The following sessions from this Institute are also available for individual purchase:

The Latest Developments in Nonprofit Law

Mission-Aligned Investing for Social Impact  

Giving Is Good: How the Right Philanthropic Vehicle Can Maximize Charitable Support and Minimize Taxes

Corporate Governance for Nonprofit Organizations

Enterprise Risk Management for Nonprofit Organizations: Initiating a Practical Program by Applying Risk Factors

Charities Behaving Badly - What Happens When Directors, Officers and Their Lawyers Don't Do the Right Thing? (ETHICS)


Recorded live in May 2019.

Practice Areas


Morgen Cheshire Esq. Cheshire Law Group
Noel A. Fleming Esq. Fleming Petenko Law
Sidney R. Hargro MSME, MDiv Philanthropy Network
Hon. Renee Cardwell Hughes Opportunities Industrialization Center, Inc
Donald W. Kramer Esq. Montgomery McCracken Walker & Rhoads LLP (Phila)
John McLaughlin The Audit Exchange
Gil A. Nusbaum Esq. National Philanthropic Trust
John R. Owen III, Esq. Owen Law Group
Mark A. Pacella Esq. Office of Attorney General
Laura N. Solomon Esq. Laura Solomon & Associates
Heather J. Vance-Rittman Esq. PA Office of Attorney General
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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