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Fundamentals of Fundraising for 501(c)(3) Nonprofits (March Madness CLE) *ONLINE PRE-REG. CLOSED*
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When: 03/13/2018
8:00 AM to 12:00 PM
Where: State Bar of Georgia, Auditorium
104 Marietta St NW
Atlanta, Georgia  30303
United States
Presenter: Pro Bono Partnership of Atlanta and the Atlanta Bar Association Tax Law Section
Contact: (404) 521-0781

Online registration is closed.
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3.5 CLE hours, including 1 Hour of Professionalism


About The Program:  

Nonprofit organizations are looking for creative ways to raise money, but Georgia nonprofits and their legal advisors should be aware of the many legal requirements that govern fundraising, including both the Internal Revenue Code and the Georgia Code. This CLE (which is designed for all lawyers, not just tax lawyers) will provide an overview of §501(c)(3) organizations, an explanation of charitable solicitation registration and compliance in Georgia, a detailed overview of unrelated business taxable income and an explanation regarding its importance, an overview of Georgia sales tax and §501(c)(3) organizations, and a panel discussion addressing various specific fundraising models. 


Registration Fees:

Atlanta Bar Members: $40


Law Student Members: $5

Law Student Non-Members: $10

Legal Support Staff: $5


Register for three Pro Bono March Madness CLE Programs and save $20! (must use the below registration form when registering for multiple CLE events


 Non-members must register via THIS registration form.




7:30 AM - 8:00 AM: Registration & Check-in


8:00 AM – 8:15 AM:  Welcome, Overview of Pro Bono Partnership of Atlanta (PBPA)
Robyn Miller, Corporate/Tax Counsel, PBPA


PBPA’s mission, client base, the types of projects volunteer attorneys work with nonprofit clients on, and the goals for the session.

8:15 AM – 8:35 AM: Overview of a §501(c)(3) Tax Exempt Organization
David Golden, Partner, Troutman Sanders 

Requirements to be considered a §501(c)(3) tax exempt organization. 

8:35 AM – 9:00 AM: Charitable Solicitation Registration and Compliance 
Patti Richards, Partner, The Richards Law Firm


Georgia charitable solicitation requirements including registration, reporting, compliance and co-venture arrangements and an overview of solicitation in other states.

9:00 AM – 9:30 AM: Unrelated Business Taxable Income and Why It Is Important
Melinda Simon, Associate General Counsel, Emory University

Definition of unrelated business taxable income and its exceptions, modifications and exclusions.

9:30 AM – 10:00 AM: Georgia Sales Tax and §501(c)(3) Organizations
Richard Litwin, The Litwin Law Firm P.C.


Applicability of sales tax to tax-exempt organizations in Georgia and recent rulings.

10:00 AM – 10:10 AM: Break

10:10 – 12:00pm Fundraising Models – Panel Discussion
David Golden, Richard Litwin, Robyn Miller, Patti Richards, Melinda Simon

Discussion of legal issues with various fundraising models including: product sales (thrift store, online book store, books, logo items) cause marketing/commercial co-ventures, qualified corporate sponsorship, crowdfunding, gaming (raffles, casino nights), galas and events, golf tournaments, and fun runs.

Bring a non-member to this event at the Section Member price and get entered into a drawing for multiple prizes, including free membership, discounts to area attractions and restaurants, and more! Visit the Atlanta Bar 2 for 2 webpage for rules and more information. Use #ATLBar2for2



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