eCourse
Governance and Fiduciary Duties for Nonprofit Organizations
Contains material from Feb 2025
Governance and Fiduciary Duties for Nonprofit Organizations
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Session 01: Governance, Board Issues and General Fiduciary Duties - Explore important legal requirements and best practices for the governance of nonprofit organizations, including key organizational documents and policies, core fiduciary duties, and applicable state and federal tax laws.
Session 02: Negotiating Investments, Documenting Prudence – Legal Issues for Impact and Other Investments - Examine some practical approaches to core legal issues charitable organizations face in both impact and other investments, addressing how legal teams can support the organization’s economic and impact goals through effective diligence and negotiation with the investment target. Also, hear discussion on the applicability of UPMIFA’s prudence standard to endowment, mission-related, and program-related investments, and the critical role of effective investment policies and procedures.
Session 02: Negotiating Investments, Documenting Prudence – Legal Issues for Impact and Other Investments - Examine some practical approaches to core legal issues charitable organizations face in both impact and other investments, addressing how legal teams can support the organization’s economic and impact goals through effective diligence and negotiation with the investment target. Also, hear discussion on the applicability of UPMIFA’s prudence standard to endowment, mission-related, and program-related investments, and the critical role of effective investment policies and procedures.
Includes: Audio Paper Slides
- Total Credit Hours:
- 1.50
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 2/28/2026
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1.
Governance, Board Issues and General Fiduciary Duties (Feb 2025)
Andrew C. Clearfield, Thomas C. Schroeder
0.75
0.00
0.00
0.75
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Paper
(pdf)
13 pgs
Slides
(pdf)
15 pgs
Session 1 —45 mins 0.75
Governance, Board Issues and General Fiduciary Duties (Feb 2025)
Explore important legal requirements and best practices for the governance of nonprofit organizations, including key organizational documents and policies, core fiduciary duties, and applicable state and federal tax laws.
Originally presented: Jan 2025 Nonprofit Organizations Institute
Andrew C. Clearfield,
Fizer Beck - Houston, TX
Thomas C. Schroeder,
Davis Wright Tremaine LLP - Seattle, WA
Show session details
2.
Negotiating Investments, Documenting Prudence – Legal Issues for Impact and Other Investments (Feb 2025)
Brittany Cvetanovich, Alison Looman
0.75
0.00
0.00
0.75
Preview Materials
Download session materials for offline use
Slides
(pdf)
16 pgs
Session 2 —46 mins 0.75
Negotiating Investments, Documenting Prudence – Legal Issues for Impact and Other Investments (Feb 2025)
Examine some practical approaches to core legal issues charitable organizations face in both impact and other investments, addressing how legal teams can support the organization’s economic and impact goals through effective diligence and negotiation with the investment target. Also, hear discussion on the applicability of UPMIFA’s prudence standard to endowment, mission-related, and program-related investments, and the critical role of effective investment policies and procedures.
Originally presented: Jan 2025 Nonprofit Organizations Institute
Brittany Cvetanovich,
The Ohio State University - Columbus, OH
Alison Looman,
Ford Foundation - New York, NY