With the election right around the corner, what kinds of advocacy activities are nonprofit 501(c)(3) organizations permitted to engage in right now, and when do you cross the line into impermissible activities that might jeopardize your tax-exempt status?
Join tax-exempt organization attorneys Jean Tom and David Lawson from Davis Wright Tremaine LLP, to review the Do’s and Don’ts of how to capitalize on the moment to promote your advocacy agenda without risking your tax status.
|Jean L Tom
Partner, Co-Chair, Attorneys of Color Affinity Group, Davis Wright Tremaine LLPAs a trusted advisor to philanthropists and mission-driven organizations, Jean recognizes that the success of social change efforts often depends on sound legal counsel. Nonprofits are regulated by a complex array of corporate, tax, and other regulatory regimes at the international, federal, state, and local levels. Jean provides practical advice that helps clients navigate these legal thickets so they can focus on mission and achieving social impact.
|David A. Lawson
Counsel, Davis Wright Tremaine LLPDavid helps organizations and companies navigate the worlds of tax exemption, charitable programs, and philanthropy. His practice includes tax advice for tax-exempt organizations; corporate governance; compliance with solicitation and charitable trust rules; and business transactions involving nonprofits and nonprofit healthcare, with a special focus on emerging issues at the intersection of charity and technology. David has represented publicly traded companies involved in philanthropy; hospitals and medical research organizations; universities; arts organizations and museums, private foundations; and trade associations.
|Daniel Figueredo, CPA, CGMA
Partner, Assurance, Nonprofit Industry Group Co-Leader, BPMDaniel began his career at BPM, and for nearly 20 years he has helped the Firm and his clients grow and succeed. Daniel’s nonprofit experience includes working extensively with fair value and alternative investments, the Uniform Guidance and Single Audits, planned giving, and significant capital campaigns. He is deeply involved in serving nonprofit organizations and works with private foundations, social enterprises, trade associations, arts and culture, advocacy and political organizations, private schools, community foundations and higher education.