41^st Annual

Nonprofit Organizations Institute

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Feb 8-9, 2024 Four Seasons Hotel
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PREMIER SPONSOR

EVENT SPONSORS
Frost Wealth Advisors
Northern Trust Foundation & Institutional Advisors
Your Part-Time Controller, LLC

INSTITUTE SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Brown Advisory
Ernst & Young LLP
Fizer, Beck, Webster, Bentley & Scroggins, PC
Holland & Knight LLP
Morgan Stanley Graystone Consulting

UNDERWRITER
Goldman Sachs Philanthropy Fund

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Overview

Don’t miss the 41st Annual Nonprofit Organizations Institute, featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics.

Join a day early for the Nonprofit Organizations Fundamentals—a perfect overview for new entrants and seasoned practitioners in the field. It provides focused attention on core issues for both private foundations and charitable organizations, as well as opportunities ask questions of experts and colleagues.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Day 1 February 8, 2024
Day 2 February 9, 2024

Time

Credit

Subject

Speaker
Thursday Morning, Feb. 8, 2024
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
7:30 am

Registration Opens

Includes continental breakfast.
8:15 am

Welcoming Remarks
8:30 am

1.00 hr

A View of the Sector

This panel presents an overview of the latest in policy and regulation from the US Government affecting the nonprofit sector, including Congress, the IRS, the Courts, and the States. As in years past, there is a lot happening—affirmative action and race based grantmaking, campus politics and free speech, political campaign intervention and the limits of nonprofit advocacy, health care and community benefit, Congress’s power to tax wealth, and much more. This panel aims to help you stay abreast of current developments.

Kimberly Eney, Loeb & Loeb LLP - San Francisco, CA
Alexander L. Reid, Baker & Hostetler LLP - Washington, DC
9:30 am

1.00 hr

Exclusivity in Philanthropy: Where Does Harvard/UNC Leave Philanthropy?

This presentation covers how the Supreme Court’s June 2023 decision eliminating affirmative action in higher education will likely impact how courts assess grants, investments, and contracts designed for historically underrepresented groups under federal and state anti-discrimination laws. Discuss significant lawsuits that have been filed in the wake of the Supreme Court’s decision, as well as practical ways to mitigate risk under anti-discrimination laws without impeding programs and strategies in philanthropy.

Moderator:
Emily Cuneo DeSmedt, Morgan, Lewis & Bockius LLP - Princeton, NJ
Panelists:
Nishka Chandrasoma, Ford Foundation - New York, NY
Lorelle L. Espinosa, Alfred P. Sloan Foundation - New York, NY
Lisa Montez, Builders Vision - Chicago, IL
10:30 am

20-Minute Break
CONCURRENT TRACKS
TRACK A: Exploring the Contours of Charitability
Presiding Officer:
Megan E. Bell, Morgan, Lewis & Bockius LLP - New York, NY
10:50 am

0.75 hr

Exploring the Contours of Charitability: Economic Development, Community Revitalization, Poverty Alleviation

As philanthropy seeks to help solve complex interrelated global problems such as climate change, hunger, income inequality, economic development, and poverty while often collaborating with governments, development financial organizations, for profit entities and non-governmental organizations, how should innovative programs and novel interventions be grounded in traditional bases of charitability? This two-part panel examines means of assessing and articulating charitability in the context of increasingly sophisticated philanthropic strategies.

Ann K. Batlle, Morgan, Lewis & Bockius LLP - Washington, DC
Stephen M. Clarke, Ernst & Young LLP - Washington, DC
Erica L. Guyer, The Rockefeller Foundation - New York, NY
Joshua J. Mintz, John D. and Catherine T. MacArthur Foundation - Chicago, IL
11:35 am

5-Minute Break
11:40 am

0.75 hr

Exploring the Contours of Charitability: Scientific Research, Education and the Environment

Ann K. Batlle, Morgan, Lewis & Bockius LLP - Washington, DC
Stephen M. Clarke, Ernst & Young LLP - Washington, DC
Erica L. Guyer, The Rockefeller Foundation - New York, NY
Joshua J. Mintz, John D. and Catherine T. MacArthur Foundation - Chicago, IL
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
TRACK B: Private Philanthropy Structures and Family Offices
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
10:50 am

0.75 hr

Private Philanthropy: Alternative [or Complementary] Structures

While a private foundation may be the most traditional choice for private philanthropy, there are various other structures that may be employed by philanthropists. How do the various private philanthropic structures compare and when might one or more alternatives be used? This panel covers the options and discusses practical examples.

Effie Babb, Hillspire, LLC - Menlo Park, CA
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY
11:35 am

5-Minute Break
11:40 am

0.75 hr

Structuring for Efficiency (Compliantly): Sharing, Services, Self-Dealing, and Co-Investing in the Family Office/LLC Context

A discussion of techniques and structures for leveraging the shared resources of a family office while navigating the private foundations excise tax regime, including governance, structuring, and tax issues.

Christy E. Brook, Emerson Collective - San Francisco, CA
Allison Heimann, Morgan, Lewis & Bockius LLP - New York, NY
Lisa Montez, Builders Vision - Chicago, IL
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS A: The Complexity of Giving (limited capacity)
10:50 am

1.50 hrs

MASTER CLASS: The Complexity of Giving: Expenditure Responsibility and the Individual Grant Rules

In this session, participants focus on legal issues that arise when making grants to foreign and non-charitable organizations, as well as to individuals. Highlight when and how to exercise expenditure responsibility, what it requires, as well as the consequences for failing to do so either at the outset or due to a misstep by an ER grant recipient. Also, discuss the rules related to providing grant support to individuals, including the IRS approval process and when such approval may not be required.

Jennifer Shipp, Heising-Simons Foundation - Los Altos, CA
Caroline Waldner, Morgan, Lewis & Bockius LLP - Washington, DC
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS B: Engaging with Related Parties (limited capacity)
10:50 am

1.50 hrs

MASTER CLASS: Engaging with Related Parties: The Landscape of Excess Benefit Transactions

A discussion of both common and unusual related party transactions, as well as the impact of the excess benefit rules under Section 4958 and how transactions can be managed to address or mitigate the federal tax implications.

Diara M. Holmes, Loeb & Loeb LLP - Washington, DC
Danika H. Mendrygal, Mendrygal Law, PLLC - Dallas, TX
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
Thursday Afternoon, Feb. 8, 2024
Presiding Officer:
Megan E. Bell, Morgan, Lewis & Bockius LLP - New York, NY
LUNCHEON PRESENTATION
THANK YOU TO OUR SPONSOR
12:55 pm

0.75 hr

Philanthropy in Sports

Collegiate athletics draw significant attention, and revenues, to many institutions and associated nonprofit organizations. This presentation covers tax and legal considerations around such activity for organizations and donors, including "name, image and likeness" (NIL) structures, licensing/joint ventures, and sponsorships.

Justin J. Lowe, Ernst & Young LLP - Washington, DC
Mike Perrin, Winstead PC - Houston, TX
1:40 pm

15-Minute Break
1:55 pm

1.00 hr

Regulatory Horizons Interplay: State and Federal Enforcement

Ex-regulators for both the IRS and states attorney general offices provide perspectives on enforcement activity from the “outside," including a discussion on cooperation amongst the states’ AGs, and communication between state regulators/the IRS. Are they sharing? How does one’s enforcement efforts affect the other?

Meghan R. Biss, Caplin & Drysdale, Chartered - Washington, DC
Yael Fuchs, Sedreddine & Whoriskey, LLP - Brooklyn, NY
Susan K. Staricka, Staricka Law, PLLC - Austin, TX
2:55 pm

20-Minute Break
CONCURRENT TRACKS
TRACK C: Election Year Issues
Presiding Officer:
Megan E. Bell, Morgan, Lewis & Bockius LLP - New York, NY
3:15 pm

0.75 hr

Election Year Issues: Political Engagement and Affiliated Structures

A practical exploration of the rules regarding political engagement across the nonprofit sector, including how to maximize impact through the use of affiliated structures.

Debbie Fine, Open Society Foundations - New York, NY
Bridget M. Weiss, Arnold & Porter Kaye Scholer LLP - Washington, DC
4:00 pm

5-Minute Break
4:05 pm

0.75 hr

Federal Election Law and Ethics Rules: What Charities Need to Know

Most charities know their 501(c)(3) tax status permits them to educate voters on a nonpartisan basis, and engage in limited legislative lobbying, while prohibiting intervention in candidate campaigns for public office entirely. But several activities permitted by federal tax law for charities are nonetheless regulated by federal election law, adding another layer of legal compliance. Charities also need to follow government ethics rules when working with elected and other federal public officials. Gain insight on these intersecting legal frameworks.

Rosemary E. Fei, Adler & Colvin - San Francisco, CA
Ezra Reese, Elias Law Group LLP - Washington, DC
4:50 pm

10-Minute Break
TRACK D: Governance
Presiding Officer:
Karey Dubiel Dye, Goldman Sachs Philanthropy Fund - Houston, TX
3:15 pm

0.75 hr

Governance: Essential Organizational Policies and Protections

A strong set of policies serve as a key building block in good governance and organizational effectiveness. This session offers an overview and discussion of a number of standard organizational policies to better understand not only the nature of the policies and their format but also what they are designed to accomplish and how they interact with insurance and tie into an overall compliance program.

Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Jeffrey E. Sher, Fizer Beck - Houston, TX
4:00 pm

5-Minute Break
4:05 pm

0.75 hr

Governance: Managing an Internal Investigation

Explore the anatomy of an internal investigation from a governance perspective— from the allegations, through the first moves and the next steps, to the investigation’s findings and aftermath. An internal investigation can be a complex, fast moving and highly fraught legal experience not for the faint of heart and understanding the role of the board is imperative to a successful outcome. The scope (and costs) can easily get out of hand, and there are many landmines hidden throughout the process. Discuss the following with a special focus on the governance considerations: Who do you tell and when (the executive team, the executive committee, the board, key donors or other stakeholders)? What is the role of each stakeholder and how do you navigate disagreements? Do the allegations warrant a full-fledged investigation or would that be an over-reaction? Do you bring in outside counsel or other third parties (forensic accountants or other experts) and when? What is the proper scope of an investigation? What are the legal and privilege issues involved, in particular when interviewing employees and former employees? What are the communications/PR concerns? What do you do with the findings? Do you do a written report? What should come out of the investigation (employment actions, governance reforms)? Do you self-report to the IRS or other regulators? What do you make public and when? And what is the role of the board (or a board or special committee) in navigating each of these questions?

James P. Joseph, Arnold & Porter Kaye Scholer LLP - Washington, DC
Katherine Karl, Caplin & Drysdale, Chartered - Washington, DC
4:50 pm

10-Minute Break
MASTER CLASS C: UPMIFA and Endowments (limited capacity)
3:15 pm

1.50 hrs

MASTER CLASS: UPMIFA and Endowments

This panel addresses the legal framework for prudence (in investing and spending) under UPMIFA, the types of endowment spending models commonly in use at large institutions, the crafting of endowment spending policies, and key issues involved in institutions’ compliance with donor-imposed restrictions on endowment funds.

Jamie S. Cantara, The Univerity of Texas at Austin - Austin, TX
John Sare, Patterson Belknap Webb & Tyler LLP - New York, NY
4:50 pm

10-Minute Break
MASTER CLASS D: Content Strategy and Nonprofits (limited capacity)
3:15 pm

1.50 hrs

MASTER CLASS: Content Strategy and Nonprofits

A conversation around how brands, organizations and nonprofits can best leverage digital platforms (including social media) to raise funds and awareness, how to spot legal issues, such as trademark, copyright, influencer disclosures, endorsements, publicity rights, music rights, CCVs, contests, matches and more, and best practices to follow when nonprofits have unique legal considerations.

Sara Hall, ALSAC/St. Jude Children's Research Hospital - Memphis, TN
Natalie Malone, ALSAC/St. Jude Children's Research Hospital - Memphis, TN
Nazli Tamer, BerlinRosen - Chicago, IL
4:50 pm

10-Minute Break
5:00 pm

0.75 hr

The Role of the IRS and Treasury in the Tax-Exempt Sector

While the EO sector is a mere asterisk in the IRS’s budget, its ~1.5 million organizations gross close to $2 TRILLION in revenues annually. In light of the IRS’s current reorganizing, this discussion considers potential regulatory role(s) with respect to overseeing both charities and other 501(c) entities.

Moderator:
Eve Borenstein, Harmon, Curran, Spielberg & Eisenberg, Washington, DC - Eve Rose Borenstein, LLC, Minneapolis, MN
Panelist:
Meghan R. Biss, Caplin & Drysdale, Chartered - Washington, DC
5:45 pm

Adjourn to Networking Reception (5:45 p.m. - 6:45 p.m.)

Join us for a networking opportunity with faculty and colleagues.

Thank You to Our Sponsor

Time

Credit

Subject

Speaker
Friday Morning, Feb. 9, 2024
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
7:30 am

Conference Room Opens

Includes continental breakfast.
8:15 am

1.00 hr ethics

Protecting Your Nonprofit Client: Opinions, Privilege, and Return Positions

A practical overview of the legal requirements of tax opinions, the attorney-client privilege in tax situations, and the various types of tax advice on return positions. Discuss the myriad of penalties on organizations and tax return preparers. Hear real-world examples of problems that non-profit organizations face and best practices to solve those problems.

David Gair, Locke Lord LLP - Dallas, TX
9:15 am

15-Minute Break
9:30 am

1.00 hr

Guardians of the Galaxy: General Counsel's Challenges in Managing Risk and Protecting a Nonprofit's Brand

Managing risk can seem fraught with issues from deciding how frequently to conduct enterprise-wide assessments to securing buy-in from business leaders. Discuss the pros and cons of external versus internal risk assessments, tools for managing risk, and practical examples of successful and unsuccessful approaches.

Moderator:
Megan E. Bell, Morgan, Lewis & Bockius LLP - New York, NY
Panelists:
Sasha Abrams, Gordon and Betty Moore Foundation - Palo Alto, CA
Emily Fan, The David and Lucile Packard Foundation - Los Altos, CA
Christie Yang, Walton Family Foundation - Washington, DC
10:30 am

20-Minute Break
CONCURRENT TRACKS
TRACK E: Revenue Generating Activities
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
10:50 am

0.75 hr

Revenue Generating Activities: Financing Structures and Mechanisms, Tax Credits, and More

The Inflation Reduction Act (IRA) expanded clean energy tax credits, making them available (and refundable) for tax-exempt and government entities and incorporating incentives intended to steer benefits toward low-income communities. Explore how the IRA’s credits and incentives can create opportunities for financing charitable activity and traps for the unwary.

Dahlia B. Doumar, Patterson Belknap Webb & Tyler LLP - New York, NY
David A. Levitt, Adler & Colvin - San Francisco, CA
Jorge Lopez, John D. and Catherine T. MacArthur Foundation - Chicago, IL
Ruth M. Madrigal, KPMG LLP - Washington, DC
11:35 am

5-Minute Break
11:40 am

0.75 hr

Revenue Generating Activities: Investing as a Charitable Activity, Collaborations and Joint Ventures

Gain insight into program-related investments, mission-related investments, and issues to consider when nonprofit organizations and for-profit organizations work together in various ways.

Dahlia B. Doumar, Patterson Belknap Webb & Tyler LLP - New York, NY
David A. Levitt, Adler & Colvin - San Francisco, CA
Jorge Lopez, John D. and Catherine T. MacArthur Foundation - Chicago, IL
Ruth M. Madrigal, KPMG LLP - Washington, DC
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
TRACK F: "The Middle Zone" / Cyber & Data Protection
Presiding Officer:
Norman E. Nabhan, Graystone Consulting - Houston, TX
10:50 am

0.75 hr

The Middle Zone: DAFs, Supporting Organizations, Private Operating Foundations and Conduit Foundations

Gain insight on charitable structures that purport to offer the best of both of the private foundation and public charity worlds. Topics include classification issues, recipes for success, and traps for the unwary.

Norah L. Jones, C3 Legal - Chicago, IL
Andrew Schulz, Adler & Colvin - Washington, DC
11:35 am

5-Minute Break
11:40 am

0.75 hr

Cybersecurity and Data Protection Issues Affecting Non-Profits

Many nonprofits collect and store sensitive personal information that is protected by law from identity theft. When there is a breach of the security protecting this sensitive personal information, that poses a risk for the individuals whose data was disclosed, and for the nonprofit that will now potentially be subject to liability for the data breach. This presentation features takeaways for non-profits about how to - at a minimum - assess the risks of a data security breach, and protect its data from unauthorized disclosure.

Elizabeth Rogers, Michael Best & Friedrich LLP - Austin, TX
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS E: Intellectual Property (limited capacity)
10:50 am

1.50 hrs

MASTER CLASS: Navigating Intellectual Property Issues for Nonprofits

An overview of different types of intellectual property, and discussion regarding common issues faced by nonprofits in managing copyright and trademark issues, including private benefit, ownership, rights to use, and public distribution. Explore case studies to identify common pitfalls and practical solutions.

Gene Park, Morgan, Lewis & Bockius LLP - San Francisco, CA
Susan Vignola, Patterson Belknap Webb & Tyler LLP - New York, NY
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS F: Anatomy of an Impact Investment (limited capacity)
10:50 am

1.50 hrs

MASTER CLASS: Anatomy of an Impact Investment from the Investor Perspective

This session approaches impact investments from the 'other side,' examining the legal issues that matter equally to return-driven investors. Delve into the legal structures and key terms of common forms of equity and debt investments to understand the issues and considerations that shape financial returns but also have significant implications for achieving impact.

Miranda Lindl O'Connell, Builders Vision - San Francisco, CA
Kevin E. Roe, Simpson Thacher & Bartlett LLP - New York, NY
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
Friday Afternoon, Feb. 9, 2024
Presiding Officer:
Lucille DiDomenico, DiDomenico Group - Dallas, TX
LUNCHEON PRESENTATION
12:55 pm

0.75 hr

Community Development from the Frontlines

From cultural incubators for artists to community-anchored developments linking preschool with affordable housing, hear from veteran community developments professionals about innovations happening in their field. In this interactive panel, learn about strategies being deployed on the front lines to support the development of affordable and equitable communities, in an increasingly complex and dynamic landscape.

Moderator:
Heather K. Way, The University of Texas School of Law - Austin, TX
Panelists:
Theresa Alvarez, Austin Economic Development Corporation (501c3 and LGC) - Austin, TX
Rachel Stone, Guadalupe Neighborhood Dev Corp (501c3) - Austin, TX
1:40 pm

20-Minute Break
CONCURRENT TRACKS
TRACK G: Issues in Fundraising / Planning Vehicles
Presiding Officer:
Jody Blazek, Blazek & Vetterling - Houston, TX
2:00 pm

0.75 hr

Advanced Issues in Fundraising

Since the end of the pandemic, charities are continuing to pursue various fundraising opportunities in the constant search for sustainable, unrestricted revenue. Through fundraising opportunities like events, commercial co-venture, and fundraising platforms, charities continue to struggle to maintain revenue streams. As consumer preference and regulatory environments change, charities will need to continue to adapt to changing circumstances, as well as adapt to the introduction of newer models of raising revenue.

Jonathan S. Blum, Holland & Knight LLP - Dallas, TX
Kay Walther, Blazek & Vetterling - Houston, TX
2:45 pm

5-Minute Break
2:50 pm

0.75 hr

Planning Vehicles and Trusts (CRTs, Annuities, etc.)

For a nonprofit, “Cash is (often) King”: A donor receives a charitable deduction for an outright cash gift and the nonprofit can immediately put it to work to fund a building, a program or a project. However, a donor’s long-term objectives to support a nonprofit might be better accomplished in structuring a deferred gift, such as a charitable gift annuity or a charitable remainder trust. This session examines a variety of gifts that can fund planned vehicles and fulfill a donor’s charitable intent as well as personal financial goals.

Katrina M. Pipasts, Northern Trust - Chicago, IL
3:35 pm

Adjourn
TRACK H: Direct Charitable Activities / Employment Trends
Presiding Officer:
Lucille DiDomenico, DiDomenico Group - Dallas, TX
2:00 pm

0.75 hr

Direct Charitable Activities, Recoverable Grants, and Funding Intermediaries and Fiscal Sponsors

Who does regular program grants anymore? In an era when philanthropy is changing rapidly, the needs of philanthropists and the emerging fields they fund are shifting equally as fast. Direct charitable activities and recoverable grants are increasingly popular tools for achieving funders’ charitable goals—learn how foundations can use them effectively. Similarly, deployment of funds to the field through fiscal sponsors and intermediaries is on the rise—what are the legal and practical considerations for using these funding mechanisms?

Vanessa Goodwin, Arnold Ventures LLC - Houston, TX
Kristen M. Gurdin, Wellspring Philanthropic Fund, Inc. - New York, NY
2:45 pm

5-Minute Break
2:50 pm

0.75 hr

Employment Trends

Explore many of the employment issues facing non-profit organizations, including employee compensation and competition, unionization, and the role of AI tools.

Steven H. Garrett, Boulette Golden & Marin L.L.P. - Austin, TX
3:35 pm

Adjourn
MASTER CLASS G: Accounting for Non-Profits (limited capacity)
2:00 pm

1.50 hrs

MASTER CLASS: Accounting for Non-Profits: Understanding the Balance Sheet and Financial Statements (and the Form 990 Connection)

Hear components of a Non-Profit Organization’s financial statements, including the footnotes, and how information tells the Non-Profit Organization’s financial story. Additionally, learn how to identify differences between the financial statements and the Form 990.

Neely D. Duncan, FORVIS - Dallas, TX
Ruth Snell, Armanino, LLP - Austin, TX
3:35 pm

Adjourn
MASTER CLASS H: Measuring Success in Grantmaking (limited capacity)
2:00 pm

1.50 hrs

MASTER CLASS: Measuring Success in Grantmaking: Reporting, Data and Other Tools

Hear an overview of why measuring outcomes matters from a legal perspective, as it relates to both grantmaking and impact investing, and explore a real-world example of how this plays out in practice using the Michael and Susan Dell Foundation’s impact management system that is used to monitor the effectiveness of the Foundation’s global investment portfolio. Gain a high-level understanding of why and how to measure outcomes and to facilitate insights and ideas for practitioners engaged in similar work.

Semonti Basu, Michael & Susan Dell Foundation - Austin, TX
Franziska Hertel, Ropes & Gray LLP - Boston, MA
3:35 pm

Adjourn

Day 1 February 8, 2024
Day 2 February 9, 2024

Download Schedule

Conference Faculty

Sasha Abrams

Gordon and Betty Moore Foundation
Palo Alto, CA

Theresa Alvarez

Austin Economic Development Corporation (501c3 and LGC)
Austin, TX

Effie Babb

Hillspire, LLC
Menlo Park, CA

Semonti Basu

Michael & Susan Dell Foundation
Austin, TX

Ann K. Batlle

Morgan, Lewis & Bockius LLP
Washington, DC

Megan E. Bell

Morgan, Lewis & Bockius LLP
New York, NY

Meghan R. Biss

Caplin & Drysdale, Chartered
Washington, DC

Jonathan S. Blum

Holland & Knight LLP
Dallas, TX

Eve Borenstein

Harmon, Curran, Spielberg & Eisenberg, Washington, DC
Eve Rose Borenstein, LLC, Minneapolis, MN

Christy E. Brook

Emerson Collective
San Francisco, CA

Jamie S. Cantara

The Univerity of Texas at Austin
Austin, TX

Nishka Chandrasoma

Ford Foundation
New York, NY

Stephen M. Clarke

Ernst & Young LLP
Washington, DC

Emily Cuneo DeSmedt

Morgan, Lewis & Bockius LLP
Princeton, NJ

Dahlia B. Doumar

Patterson Belknap Webb & Tyler LLP
New York, NY

Neely D. Duncan

FORVIS
Dallas, TX

Kimberly Eney

Loeb & Loeb LLP
San Francisco, CA

Lorelle L. Espinosa

Alfred P. Sloan Foundation
New York, NY

Emily Fan

The David and Lucile Packard Foundation
Los Altos, CA

Rosemary E. Fei

Adler & Colvin
San Francisco, CA

Debbie Fine

Open Society Foundations
New York, NY

Yael Fuchs

Sedreddine & Whoriskey, LLP
Brooklyn, NY

David Gair

Locke Lord LLP
Dallas, TX

Steven H. Garrett

Boulette Golden & Marin L.L.P.
Austin, TX

Vanessa Goodwin

Arnold Ventures LLC
Houston, TX

Kristen M. Gurdin

Wellspring Philanthropic Fund, Inc.
New York, NY

Erica L. Guyer

The Rockefeller Foundation
New York, NY

Sara Hall

ALSAC/St. Jude Children's Research Hospital
Memphis, TN

Allison Heimann

Morgan, Lewis & Bockius LLP
New York, NY

Franziska Hertel

Ropes & Gray LLP
Boston, MA

Diara M. Holmes

Loeb & Loeb LLP
Washington, DC

Norah L. Jones

C3 Legal
Chicago, IL

James P. Joseph

Arnold & Porter Kaye Scholer LLP
Washington, DC

Katherine Karl

Caplin & Drysdale, Chartered
Washington, DC

David A. Levitt

Adler & Colvin
San Francisco, CA

Jorge Lopez

John D. and Catherine T. MacArthur Foundation
Chicago, IL

Justin J. Lowe

Ernst & Young LLP
Washington, DC

Ruth M. Madrigal

KPMG LLP
Washington, DC

Natalie Malone

ALSAC/St. Jude Children's Research Hospital
Memphis, TN

Danika H. Mendrygal

Mendrygal Law, PLLC
Dallas, TX

Joshua J. Mintz

John D. and Catherine T. MacArthur Foundation
Chicago, IL

Lisa Montez

Builders Vision
Chicago, IL

Darren B. Moore

Bourland, Wall & Wenzel, P.C.
Fort Worth, TX

Miranda Lindl O'Connell

Builders Vision
San Francisco, CA

Gene Park

Morgan, Lewis & Bockius LLP
San Francisco, CA

Mike Perrin

Winstead PC
Houston, TX

Katrina M. Pipasts

Northern Trust
Chicago, IL

Ezra Reese

Elias Law Group LLP
Washington, DC

Alexander L. Reid

Baker & Hostetler LLP
Washington, DC

Kevin E. Roe

Simpson Thacher & Bartlett LLP
New York, NY

Elizabeth Rogers

Michael Best & Friedrich LLP
Austin, TX

John Sare

Patterson Belknap Webb & Tyler LLP
New York, NY

Andrew Schulz

Adler & Colvin
Washington, DC

Jeffrey E. Sher

Fizer Beck
Houston, TX

Jennifer Shipp

Heising-Simons Foundation
Los Altos, CA

Ruth Snell

Armanino, LLP
Austin, TX

Susan K. Staricka

Staricka Law, PLLC
Austin, TX

Rachel Stone

Guadalupe Neighborhood Dev Corp (501c3)
Austin, TX

Nazli Tamer

BerlinRosen
Chicago, IL

Susan Vignola

Patterson Belknap Webb & Tyler LLP
New York, NY

Caroline Waldner

Morgan, Lewis & Bockius LLP
Washington, DC

Kay Walther

Blazek & Vetterling
Houston, TX

Heather K. Way

The University of Texas School of Law
Austin, TX

Bridget M. Weiss

Arnold & Porter Kaye Scholer LLP
Washington, DC

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

Christie Yang

Walton Family Foundation
Washington, DC

Planning Committee

Megan E. Bell—Co-Chair

Morgan, Lewis & Bockius LLP
New York, NY

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Morgan, Lewis & Bockius LLP
New York, NY

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Holland & Knight LLP
Dallas, TX

Tyree Collier

Holland & Knight LLP
Dallas, TX

Lucille DiDomenico

DiDomenico Group
Dallas, TX

Mallory Driggers

Philanthropy Southwest
Dallas, TX

Karey Dubiel Dye

Goldman Sachs Philanthropy Fund
Houston, TX

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Danika H. Mendrygal

Mendrygal Law, PLLC
Dallas, TX

Darren B. Moore

Bourland, Wall & Wenzel, P.C.
Fort Worth, TX

Norman E. Nabhan

Graystone Consulting
Houston, TX

Jeffrey E. Sher

Fizer Beck
Houston, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

Eric Wynn

Philanthropy Southwest
Dallas, TX

Credit Info

Austin

MCLE Credit

Texas – 13.25 hrs | 1.00 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 13.25 hrs | 1.00 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 16.00 hrs | 1.00 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 13.00 hrs | 1.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 13.25 hrs | 1.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

National Accounting CPE – 16.00 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings.

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

TX Accounting CPE – 16.00 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Feb 8-9, 2024 – Four Seasons Hotel

Conference Concluded

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Austin

Individual
Last day for $675.00 Early Bird pricing: Sep 15, 2023
Last day for $775.00 Regular pricing: Jan 24, 2024

$875.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $600.00 Early Bird pricing: Sep 15, 2023
Last day for $700.00 Regular pricing: Jan 24, 2024

$800.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $520.00 Early Bird pricing: Sep 15, 2023
Last day for $620.00 Regular pricing: Jan 24, 2024

$720.00 for registrations received after this time

Last day for cancellation (full refund): Feb 2, 2024

$50 processing fee applied after this date

Last day for cancellation: Feb 5, 2024

Venue

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701-4082
512-478-4500 (reservations)
Map

Accommodations

The Four Seasons Hotel room block has been exhausted.

Please see list below for nearby hotels.

Austin Marriott Downtown
The LINE Austin
JW Marriott Austin
Fairmont Austin
Hampton Inn & Suites Austin-Downtown/Convention Center
Hyatt Place Downtown

Parking Information

Daily self-parking: $16
Daily valet: $18
Overnight valet parking: $50

Additional Information

The conference will take place in the Four Seasons Ballroom located on the lake level of the hotel.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Morgan, Lewis & Bockius LLP

Since its founding in 1873, Morgan Lewis has represented philanthropists and the nonprofit organizations they create through every major development in the tax law. Our tax-exempt organizations team represents institutions of all kinds—corporate, family and institutional foundations, colleges and universities, hospitals, trade associations, religious organizations, governmental entities, cultural organizations, advocacy groups, and many others—in achieving their objectives.
www.morganlewis.com/services/tax-exempt-organizations
Frost Wealth Advisors

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR). One of the 50 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries.

Frost has a team of professionals who work together towards a common goal: to help you achieve financial security. Today the Frost Wealth Advisors are responsible for more than $48.6 billion in assets at June 30, 2023 of individuals, families, businesses and non-profit institutions. You can count on us for investment management, trust administration, estate and financial planning, real estate, oil and gas management, retirement plan management, tax planning and wealth management. Frost has built a legacy of involvement with the communities it serves, especially with the organizations that provide for the betterment of the community. In fact, we have a dedicated group of specialists in our Public Finance Division who understand the specialized financing, treasury, investment and insurance needs of Texas governmental and non-profit institutions including educational, religious and healthcare organizations.
www.frostbank.com
Northern Trust Foundation & Institutional Advisors

For over 130 years, Northern Trust has been serving individuals, corporations, institutions and nonprofits worldwide. Northern Trust offers a unique proposition to nonprofit organizations, combining the expertise and perspective gained through generations of service to successful families with the investment management and custody infrastructure required by large institutional clients. We serve as a dedicated investment advisor, offering recommendations regarding asset allocation and manager selection, or as a fully outsourced CIO working with your board of directors and investment committee to design and implement a sophisticated investment program. We have almost four decades of experience managing open architecture multi-manager assets on a discretionary and advisory basis. Our multi-asset class, multi-manager approach blends active and passive investment strategies to develop an optimal portfolio designed to achieve your investment objectives, spending needs and return expectations with the lowest possible level of risk.

Our process of identifying strong and compelling investment strategies has been proven in good and bad economic times. We understand the complex investment challenges that today’s nonprofits face, and most importantly, we blend our expertise and experience to help our clients further their mission.
www.northerntrust.com/FIA
Your Part-Time Controller, LLC

Your Part-Time Controller, LLC (YPTC) is celebrating 30 years of serving nonprofits! What began in 1993 as a small enterprise by Founder and President Eric Fraint has grown into a national firm of 600+ staff and 1700+ clients. YPTC does one thing and does it well—financial management for nonprofits. No matter the type, size, or location, YPTC offers valuable services to all clients, including accounting, financial reporting, data visualization, and more. Support, flexibility, and transformation mark our overall approach; we meet clients wherever they are. As a partner and strengthening agent, YPTC allows nonprofits to focus on what matters: furthering the mission of the organization. For more information, please visit our website www.yptc.com.
www.yptc.com/
Blazek & Vetterling

Blazek & Vetterling brings together a collective specialization in nonprofit organizations that we believe is unique. With approximately 75 people working with over 700 tax-exempt organizations, we believe that we bring more focused experience to our nonprofit, governmental, and employee benefit plan clients than any other firm. We are a nationally recognized leader in the nonprofit arena, offering audit, tax, and consulting services to a wide range of organizations. In addition to providing professional accounting services to nonprofit organizations, we teach locally and nationally, write, and serve on boards of directors. Our philosophy of service is to understand the unique issues that nonprofit organizations face and to approach them in a professional, business-oriented manner.
www.bvcpa.com
Bourland, Wall & Wenzel, P.C.

Bourland, Wall & Wenzel, P.C. (“BWW”) has been providing high-quality legal services since its founding more than 40 years ago. Throughout that time period, representation of nonprofit organizations, including trade and professional associations, has been a key component of the firm’s practice. BWW is located in downtown Fort Worth, Texas. This location has allowed our firm to work on sophisticated legal projects in a “large city” environment while also giving us the unique ability to represent and work closely with entrepreneurs—both on their for-profit projects as well as in their nonprofit endeavors.

BWW has 29 lawyers spread over a number of different practice areas. We consider ourselves a full-service firm, with limited exceptions where we partner with others. As part of our practice areas, we have lawyers skilled in business planning (including general contract law and leasing and rental issues), tax planning, employment law, intellectual property law, litigation, and the law of tax-exempt organizations. While located in the Dallas/Fort Worth Metroplex, we have major clients all over the State of Texas and Southwestern United States (as well as clients that go beyond those primary boundaries). Our clients’ businesses, however, have a much greater reach, as they operate nationally and internationally, resulting in us working on projects well beyond the State of Texas. From the standpoint of exempt organizations, we represent very small local organizations, from booster clubs to library associations, to state-wide and regional charitable organizations, to national organizations and organizations that work internationally.
www.bwwlaw.com
Brown Advisory

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.
www.brownadvisory.com
Ernst & Young LLP

Your business will only succeed if you build it on a strong foundation and grow it in a sustainable way. At EY, we believe that managing your tax obligations responsibly and proactively can make a critical difference. Our global teams of talented people bring you technical knowledge, business experience and consistency, all built on our unwavering commitment to quality service—wherever you are and whatever tax services you need.

We create highly networked teams that can advise on planning, compliance and reporting and help you maintain constructive tax authority relationships—wherever you operate. Our technical networks across the globe can work with you to reduce inefficiencies, mitigate risk and improve opportunity. Our 50,000 tax professionals, in more than 150 countries, are committed to giving you the quality, consistency and customization you need to support your tax function.
www.ey.com
Fizer, Beck, Webster, Bentley & Scroggins, PC

FizerBeck has a highly-regarded and extensive nonprofit and tax exempt organizations practice, in which we assist clients in creating private foundations and public charities, render tax advice on the operation of tax exempt organizations and plan all forms of present and deferred charitable gifts. In this area, we are frequently called upon to obtain private letter rulings from the IRS, and represent tax exempt organizations before the IRS. In this practice area, we advise directors and trustees as to their rights, powers and duties, and in general, work with nonprofit and tax exempt organizations in all phases of their operations and administrative compliance. Clients range from individuals seeking to establish their own charitable organization to established national charities seeking fundraising, fiduciary and/or other legal advice.
www.fizerbeck.com
Holland & Knight LLP

Holland & Knight has a deeply engrained culture of collaboration, client service, efficiency and diversity, as well as integration across multiple practice groups and industries. Few other law firms have our combination of experience, knowledge and capabilities with nonprofit organizations.

As active industry contributors and thought leaders, our Nonprofit and Tax-Exempt Group takes pride in keeping our clients abreast of significant legal and industry developments impacting nonprofits, often before they happen. We are committed to learning about our nonprofit clients' operations, objectives and challenges. This combined focus on both the big picture and client specifics helps us provide tailored guidance to enhance our clients' decision-making to achieve desired outcomes and results. With H&K as a strategic partner, nonprofits are able to focus on what they do best, furthering their mission.
www.hklaw.com
Morgan Stanley Graystone Consulting

An independent business unit of Morgan Stanley, Graystone Consulting has more than 40 years of experience advising institutional clients as a fiduciary. Our boutique business structure, depth of experience and vast resources have helped us grow into one of the most respected investment consulting firms in the U.S. Whether you are looking to reduce expenses, enhance returns or align your mission with your investments, Graystone is your strategic partner. Our research on “Best of Class” 3rd party asset management firms is one of the broadest in the industry, designed to help nonprofits and foundations meet their investment goals. Graystone consults on over 800 Foundations & Endowment clients with a combined $29B in AUM.
graystone.morganstanley.com/norman.e.nabhan
Goldman Sachs Philanthropy Fund

www.goldmansachs.com

41st Annual

Nonprofit Organizations Institute

PRESENTED BY The University of Texas School of Law Philanthropy Southwest

Austin Feb 8-9, 2024 Four Seasons Hotel Conference Concluded

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Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Feb. 8, 2024

Thursday Afternoon, Feb. 8, 2024

Friday Morning, Feb. 9, 2024

Friday Afternoon, Feb. 9, 2024

Conference Faculty

Sasha Abrams

Theresa Alvarez

Effie Babb

Semonti Basu

Ann K. Batlle

Megan E. Bell

Meghan R. Biss

Jonathan S. Blum

Eve Borenstein

Christy E. Brook

Jamie S. Cantara

Nishka Chandrasoma

Stephen M. Clarke

Emily Cuneo DeSmedt

Dahlia B. Doumar

Neely D. Duncan

Kimberly Eney

Lorelle L. Espinosa

Emily Fan

Rosemary E. Fei

Debbie Fine

Yael Fuchs

David Gair

Steven H. Garrett

Vanessa Goodwin

Kristen M. Gurdin

Erica L. Guyer

Sara Hall

Allison Heimann

Franziska Hertel

Diara M. Holmes

Norah L. Jones

James P. Joseph

Katherine Karl

David A. Levitt

Jorge Lopez

Justin J. Lowe

Ruth M. Madrigal

Natalie Malone

Danika H. Mendrygal

Joshua J. Mintz

Lisa Montez

Darren B. Moore

Miranda Lindl O'Connell

Gene Park

Mike Perrin

Katrina M. Pipasts

Ezra Reese

Alexander L. Reid

Kevin E. Roe

Elizabeth Rogers

John Sare

Andrew Schulz

Jeffrey E. Sher

Jennifer Shipp

Ruth Snell

Susan K. Staricka

Rachel Stone

Nazli Tamer

Susan Vignola

Caroline Waldner

Kay Walther

Heather K. Way

Bridget M. Weiss

Maura L. Whelan

Christie Yang

Planning Committee

41^st Annual

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Feb 8-9, 2024 Four Seasons Hotel
Conference Concluded