• On-Demand Video

Nonprofit Institute 2020

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On-Demand Video

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


Join us for the nonprofit event of the year
This is an exceptional program for lawyers, nonprofit directors and board members, staff, volunteers, consultants, accountants, fundraisers and anybody who is thinking of starting up a nonprofit. The combined expertise of our faculty will send you off at the end of the day with great advice and new approaches for your nonprofit organization and clients!

Our program lets you:
Catch up on all the current issues
Obtain valuable resource material
Get re-charged with new ideas!
Hear from leaders in the field

Program Schedule:

Combating the Opioid Epidemic: Lessons Learned and Stories from the Trenches – Jose A. Benitez, Katherine E. Levins, Rev. Dr. Lorina Marshall-Blake & Laura Solomon (moderator)

Hear key players from the public, private and philanthropic sectors discuss lessons learned from our collective efforts to combat the opioid epidemic.



Latest Developments in Nonprofit Law – Donald W. Kramer

Don Kramer will present another of his popular reviews of the year in nonprofit law, covering the changes in charitable giving stemming from the change in the federal tax law, updates on issues of naming rights, standing, state and federal taxation, law enforcement against private foundations, the growth of donor advised funds, the issue whether Pennsylvania charities hold all of their assets "in trust" for the benefit of the public - plus whatever else is hot at the moment.



Life Cycle of a Nonprofit Part 1: Starting a Nonprofit – Emily Christian & Jack Owen

A Pennsylvania charity may take various corporate forms, the most popular of which is a nonprofit corporation. In Part 1 learn about the various entity options, the process, and the paperwork for forming a nonprofit organization at the state level. We will describe the benefits and burdens of qualifying for recognition as a federally tax exempt charitable organization. And we'll discuss the various subcategories of Section 501(c)(3) entities, the requirements for qualifying as a public charity, and the Internal Revenue Service's recognition of exemption under Section 501(c)(3).



Life Cycle of a Nonprofit Part 2: Maintaining a Charitable Organization – Morgen Cheshire & Kayci D. Petenko

In Part 2 we will describe how to maintain the good standing and tax-exemption of Pennsylvania nonprofit organizations with a focus on important compliance and capacity-building steps to take after formation in order to stay healthy and high-functioning for greater impact. We will explain how compliance creates capacity and how organizations investing in systems, long-term solutions and key compliance measures are better poised for making an impact and weathering the life-cycle challenges nonprofits face. Key compliance considerations presented include registering to fundraise and qualifying for sales or property tax exemptions in Pennsylvania, potential unrelated business income tax (UBIT) pitfalls for public charities and the Form 990 series annual filing requirements.



The Role of the Attorney General in Regulating Nonprofit Organizations – Noel A. Fleming, Evelyn McGravey & Mark A. Pacella

We will explore the role of the Pennsylvania Attorney General's Office in overseeing, regulating and investigating Pennsylvania nonprofit organizations. The panel will ask questions such as, what is the Attorney General's authority? How does the Attorney General's Office identify, prioritize, and investigate potential problems with nonprofit organizations? What is the role of nonprofit counsel and a nonprofit's board of directors in this process? Bring you questions and come prepared to hear from the Attorney General's Office and seasoned practitioners as they discuss these enduring issues that affect all nonprofit organizations.



We Are Not Immune: Lawyers and Their Clients Battle Opioid Use Too! (ETHICS) – Brian S. Quinn

We will discuss the significant medical and ethical risks that arise when an attorney is addicted or is working with clients who are impaired.


Materials: All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.


Recorded in November 2020.


Practice Areas


Jose A. Benitez MSW, FCPP Prevention Point Philadelphia
Morgen Cheshire
Emily K. Christian Esq. Laura Solomon & Associates
Noel A. Fleming Esq. Fleming Petenko Law
Donald W. Kramer Esq. Montgomery McCracken Walker & Rhoads LLP (Phila)
Katherine E. Levins JD, MBA, Temple University Health System Inc
Rev. Lorine L Marshall-Blake PhD Independence Blue Cross
Evelyn Spera McGravey Esq. Cheshire Law Group
John R. Owen III, Esq. Owen Law Group
Mark A. Pacella Esq. Office of Attorney General
Kayci D. Petenko Esq. Fleming Petenko Law
Brian S. Quinn Esq. Lawyers Concerned for Lawyers of PA
Laura N. Solomon Esq. Laura Solomon & Associates
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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