eConference
2026 Nonprofit Organizations eConference (audio only)
Contains material from Feb 2026
2026 Nonprofit Organizations eConference (audio only)
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The 43rd Annual Nonprofit Organizations Institute features 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 over 30 hours of presentations including targeted tracks and "master classes" for a deeper dive on key topics.
The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with over 30 hours of presentations including targeted tracks and "master classes" for a deeper dive on key topics.
Includes: Audio Transcript Paper Slides
- Total Credit Hours:
- 31.50 | 1.50 ethics
- Credit Info
- TX, CA, OK, PA
- TX MCLE credit expires: 2/28/2027
You must be signed in, have purchased this eConference,
and the eConference must be active
to have access.
Sessions
Credit
1.
View of the Sector (Feb 2026)
Alexander L. Reid
1.00
0.00
0.00
1.00
Session Materials
Audio
(mp3)
– 61 mins
Transcript
(txt)
Slides
(pdf)
– 32 pgs
Session 1 —61 mins 1.00
View of the Sector (Feb 2026)
This panel presents an overview of the latest in policy and regulation affecting the nonprofit sector, including Presidential actions, Congress, the IRS and DOJ, the Courts, and the States. As in years past, there is a lot happening—with changes to funding, executive orders and presidential memoranda, proposed regulations, Congressional and agency investigations, the One Big Beautiful Bill Act, and much more. This panel reviews what has happened in the last year and helps you stay abreast of current developments.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Alexander L. Reid,
Baker & Hostetler LLP - Washington, DC
2.
Artificial Intelligence: Practical Steps to Take (Feb 2026)
Adam Crenshaw, Zoe Hunton
1.00
0.50
0.00
1.00 | 0.50 ethics
Session Materials
Audio
(mp3)
– 56 mins
Transcript
(txt)
Slides
(pdf)
– 29 pgs
Session 2 —56 mins 1.00 | 0.50 ethics
Artificial Intelligence: Practical Steps to Take (Feb 2026)
Artificial intelligence is reshaping how nonprofits operate—but what should you actually do about it? This session explores practical steps for today, next quarter, and next year. Panelists demystify AI’s current uses and limitations, share examples of approaches and tools that work (and those that don’t), and discuss how nonprofits can harness AI responsibly to advance their missions while managing emerging risks.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Adam Crenshaw,
Bill & Melinda Gates Foundation - Seattle, WA
Zoe Hunton,
Gordon and Betty Moore Foundation - Palo Alto, CA
3.
The Changing Landscape of Disaster Relief: Domestic and Foreign Efforts
(Feb 2026)
(Feb 2026)
April Geruso, Danika H. Mendrygal
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 45 mins
Transcript
(txt)
Paper
(pdf)
– 13 pgs
Paper
(pdf)
– 6 pgs
Paper
(pdf)
– 3 pgs
Paper
(pdf)
– 7 pgs
Paper
(pdf)
– 21 pgs
Paper
(pdf)
– 11 pgs
Session 3 —45 mins 0.75
The Changing Landscape of Disaster Relief: Domestic and Foreign Efforts
(Feb 2026)
This presentation examines the changing landscape for disaster relief in the United States and internationally, including recent changes affecting agencies such as FEMA and U.S. international aid programs, the shifting allocation of responsibilities among federal, state, and non-governmental actors, and the resulting considerations for practitioners, funders, and nonprofits.
Originally presented: Jan 2026 Nonprofit Organizations Institute
April Geruso,
Center for Disaster Philanthropy - Austin, TX
Danika H. Mendrygal,
Mendrygal Law, PLLC - Dallas, TX
4.
DAFs, Fiscal Sponsors, Supporting Organizations and Other Charitable Giving Intermediaries (Feb 2026)
Darren B. Moore, Corey Ziegler
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 46 mins
Transcript
(txt)
Paper
(pdf)
– 51 pgs
Slides
(pdf)
– 8 pgs
Session 4 —46 mins 0.75
DAFs, Fiscal Sponsors, Supporting Organizations and Other Charitable Giving Intermediaries (Feb 2026)
This panel discussion explores popular vehicles that facilitate indirect giving between donors and end-recipient charities or charitable causes. Through interactive case studies, the panel provides legal and practical guidance about the structure, pros and cons of each vehicle to help donors and their advisors choose the vehicle that is best for them.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Darren B. Moore,
Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Corey Ziegler,
Greater Kansas City Community Foundation - Kansas City, MO
5.
Grants, Gifts, and Services Agreements: When and Why the Differences Matter (Feb 2026)
Effie Babb, Anne Sherman
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 44 mins
Transcript
(txt)
Slides
(pdf)
– 10 pgs
Session 5 —44 mins 0.75
Grants, Gifts, and Services Agreements: When and Why the Differences Matter (Feb 2026)
When is funding a gift, when is it a grant, and when is it really a contract for services? This session walks through how to spot the differences, why they matter, and what can go wrong when they’re blurred.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Effie Babb,
Hillspire, LLC - Menlo Park, CA
Anne Sherman,
The Rockefeller Foundation - New York, NY
6.
Prizes, Grants, and Glory: Navigating the Perils of Individual Awards and Prizes (Feb 2026)
Jorge Lopez, Bridget M. Weiss
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 42 mins
Transcript
(txt)
Slides
(pdf)
– 17 pgs
Session 6 —42 mins 0.75
Prizes, Grants, and Glory: Navigating the Perils of Individual Awards and Prizes (Feb 2026)
Explore the legal and tax compliance issues faced by private foundations and public charities when awarding individual grants and prizes. Gain practical guidance on navigating the IRS approval process, as well as establishing and implementing eligibility criteria, award processes, recordkeeping and more.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Jorge Lopez,
Builders Vision - Chicago, IL
Bridget M. Weiss,
Arnold & Porter Kaye Scholer LLP - Washington, DC
7.
MASTER CLASS: Regulations, Rulings, and Deference: EO Practice in a Post-Loper Bright World (Feb 2026)
Alexandra O. Mitchell, Randall Thomas
1.50
0.00
0.00
1.50
Session Materials
Audio
(mp3)
– 97 mins
Transcript
(txt)
Slides
(pdf)
– 20 pgs
Session 7 —97 mins 1.50
MASTER CLASS: Regulations, Rulings, and Deference: EO Practice in a Post-Loper Bright World (Feb 2026)
Examine the Supreme Court’s decision in Loper Bright and its potential impact on federal tax rulemaking and litigation involving exempt organizations. Discuss what the post-Chevron landscape means for statutory interpretation and challenging IRS positions in EO matters.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Alexandra O. Mitchell,
RSM US LLP - Seattle, WA
Randall Thomas,
Morgan, Lewis & Bockius LLP - Washington, DC
8.
MASTER CLASS: When the Ship Hits the Fan: Navigating a Sinking Client (Feb 2026)
Eve Borenstein, Stephanie Robbins
1.50
0.00
0.00
1.50
Session Materials
Audio
(mp3)
– 88 mins
Transcript
(txt)
Slides
(pdf)
– 8 pgs
Session 8 —88 mins 1.50
MASTER CLASS: When the Ship Hits the Fan: Navigating a Sinking Client (Feb 2026)
This session explores complexities in advising a section 501(c)(3) public charity whose for-profit parent used the charity’s funds under the guise that this arrangement was not a loan! Our experience in addressing the resulting federal tax implications, conflicts of interest and the Board's fiduciary role illustrates the huge diversity of needs triggered by excess benefit transactions.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Eve Borenstein,
Eve Rose Borenstein, LLC & Harmon, Curran, Spielberg & Eisenberg - Washington, DC
Stephanie Robbins,
Harmon, Curran, Spielberg & Eisenberg - Washington, DC
9.
GC Roundtable: The Many Parts of the Job (Feb 2026)
Christie Yang, Nishka Chandrasoma, Erica L. Guyer, Kristy Bernard Tsadick
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 46 mins
Transcript
(txt)
Paper
(pdf)
– 4 pgs
Paper
(pdf)
– 6 pgs
Paper
(pdf)
– 5 pgs
Paper
(pdf)
– 4 pgs
Paper
(pdf)
– 4 pgs
Paper
(pdf)
– 19 pgs
Paper
(pdf)
– 6 pgs
Paper
(pdf)
– 4 pgs
Paper
(pdf)
– 20 pgs
Slides
(pdf)
– 8 pgs
Session 9 —46 mins 0.75
GC Roundtable: The Many Parts of the Job (Feb 2026)
Everything you wanted to know (but were afraid to ask) about being the general counsel of a large foundation, with a focus on the current context and operating environment.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Christie Yang,
Walton Family Foundation - Washington, DC
Nishka Chandrasoma,
Ford Foundation - New York, NY
Erica L. Guyer,
The Rockefeller Foundation - New York, NY
Kristy Bernard Tsadick,
The William and Flora Hewlett Foundation - Menlo Park, CA
10.
AG Roundtable: Enforcement in an Age of Transition (Feb 2026)
Cindy M. Lott, Leslie J. Friedlander, Gabriella Gonzalez, Beth Short
1.00
0.00
0.00
1.00
Session Materials
Audio
(mp3)
– 56 mins
Transcript
(txt)
Slides
(pdf)
– 5 pgs
Session 10 —56 mins 1.00
AG Roundtable: Enforcement in an Age of Transition (Feb 2026)
State regulators are playing an increasingly prominent role in enforcement and standard setting across the charitable sector. This roundtable discussion focuses on state priorities and approaches to enforcement and compliance, with practical guidance for organizations and their advisors and perspectives from different jurisdictions.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Cindy M. Lott,
Indiana University Lilly Family School of Philanthropy - Indianapolis, IN
Leslie J. Friedlander,
Office of the Oklahoma Attorney General - Oklahoma City, OK
Gabriella Gonzalez,
Texas Office of the Attorney General - Austin, TX
Beth Short,
Ohio Attorney General's Office - Columbus, OH
11.
Fiduciary Duties: Longstanding Tools in an Ever-Evolving Landscape (Feb 2026)
Jonathan S. Blum, Jennifer L. Franklin
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 40 mins
Transcript
(txt)
Paper
(pdf)
– 14 pgs
Slides
(pdf)
– 13 pgs
Session 11 —40 mins 0.75
Fiduciary Duties: Longstanding Tools in an Ever-Evolving Landscape (Feb 2026)
The ever-evolving environment for non-profit organizations is prompting strategic conversations and requiring boards to focus on their fiduciary responsibilities. This presentation explores fiduciary duties as a tool for boards to navigate these challenging times.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Jonathan S. Blum,
Holland & Knight LLP - Dallas, TX
Jennifer L. Franklin,
Simpson Thacher & Bartlett LLP - New York, NY
12.
Tools for Risk Management (Feb 2026)
Kay Walther, Maura L. Whelan
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 42 mins
Transcript
(txt)
Slides
(pdf)
– 21 pgs
Session 12 —42 mins 0.75
Tools for Risk Management (Feb 2026)
Effective risk management is essential to ensure that a nonprofit complies with the law, safeguards charitable assets and maintains a positive public perception. This presentation explores the key tools that nonprofits can use to identify, assess and mitigate risks related to legal compliance, financial controls and reputation management.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Kay Walther,
Blazek & Vetterling - Houston, TX
Maura L. Whelan,
Simpson Thacher & Bartlett LLP - New York, NY
13.
Fundraising Fundamentals: How to Enhance Donor Relationships While Staying Compliant (Feb 2026)
Jamie S. Cantara, Nicola Fuentes Toubia
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 45 mins
Transcript
(txt)
Slides
(pdf)
– 19 pgs
Session 13 —45 mins 0.75
Fundraising Fundamentals: How to Enhance Donor Relationships While Staying Compliant (Feb 2026)
Discuss the importance of gift acceptance/naming rights policies, legal and operational factors to consider when hiring external fundraisers, and the lifecycle of donor engagement.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Jamie S. Cantara,
The Univerity of Texas at Austin - Austin, TX
Nicola Fuentes Toubia,
Fuentes Toubia, PLLC - Houston, TX
14.
Managing Gifts: Policies, Procedures, and Practical Tips (Feb 2026)
Kevin E. Roe, Justin Zaremby
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 47 mins
Transcript
(txt)
Slides
(pdf)
– 8 pgs
Session 14 —47 mins 0.75
Managing Gifts: Policies, Procedures, and Practical Tips (Feb 2026)
Charitable gifts are the lifeblood of nonprofits, but receiving and managing donations can present ongoing compliance challenges. Discuss key policies relating to the acceptance and use of donations, as well as traps for the unwary.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Kevin E. Roe,
Davis Wright Tremaine LLP - New York, NY
Justin Zaremby,
Patterson Belknap Webb & Tyler LLP - New York, NY
15.
MASTER CLASS: IRS Guidance: What It Is, What It Does, and What's It Worth? (Feb 2026)
Rachel Leiser Levy, Chelsea R. Rubin
1.50
0.00
0.00
1.50
Session Materials
Audio
(mp3)
– 94 mins
Transcript
(txt)
Slides
(pdf)
– 9 pgs
Session 15 —94 mins 1.50
MASTER CLASS: IRS Guidance: What It Is, What It Does, and What's It Worth? (Feb 2026)
Unlock the secrets behind IRS guidance! Led by tax practitioners with experience inside and outside of government, this class breaks down the essentials and demystifies IRS notices, regulations, and rulings into plain English. Discover how IRS guidance shapes compliance, risk, and opportunity for businesses and individuals, and when guidance is best seen as an end or a beginning.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Rachel Leiser Levy,
Deloitte Tax LLP - Washington, DC
Chelsea R. Rubin,
Internal Revenue Service - Washington, DC
16.
MASTER CLASS: Intermediaries: Options, Pros, and Cons (Feb 2026)
Dahlia B. Doumar, Andrew C. Schulz
1.50
0.00
0.00
1.50
Session Materials
Audio
(mp3)
– 95 mins
Transcript
(txt)
Slides
(pdf)
– 18 pgs
Session 16 —95 mins 1.50
MASTER CLASS: Intermediaries: Options, Pros, and Cons (Feb 2026)
Intermediaries, used properly, can be powerful tools to enable foundations, charities, and donors to achieve their goals, enhance their effectiveness, and be more efficient. These, and other advantages, have led to increased interest and use of intermediaries. Whether you are new to working with intermediaries, have been at it for years, or even if you are an intermediary, this session examines different types of intermediaries and how people commonly work with them. Also, discuss the advantages and trade-offs inherent in the models, risks that can arise, and how to maximize benefits and reduce challenges.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Dahlia B. Doumar,
Patterson Belknap Webb & Tyler LLP - New York, NY
Andrew C. Schulz,
Adler & Colvin - Washington, DC
17.
Privilege Considerations and Ethics Issues in Preparedness and Enforcement Matters (Feb 2026)
Mary T. Henderson, Amy E. Schuh
1.00
1.00
0.00
1.00 | 1.00 ethics
Session Materials
Audio
(mp3)
– 49 mins
Transcript
(txt)
Slides
(pdf)
– 21 pgs
Session 17 —49 mins 1.00 | 1.00 ethics
Privilege Considerations and Ethics Issues in Preparedness and Enforcement Matters (Feb 2026)
Explore best practices for preserving the privilege of an internal investigation in the context of an enforcement action, and practical tips to ensure enforcement readiness.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Mary T. Henderson,
Butler Snow LLP - Austin, TX
Amy E. Schuh,
Morgan, Lewis & Bockius LLP - Philadelphia, PA
18.
Texas Legislative Update and Political Deep Dive (Feb 2026)
James Barragán, Brad Johnson, Luis Soberon
1.00
0.00
0.00
1.00
Session Materials
Audio
(mp3)
– 57 mins
Transcript
(txt)
Slides
(pdf)
– 11 pgs
Session 18 —57 mins 1.00
Texas Legislative Update and Political Deep Dive (Feb 2026)
With Texas's 89th Regular Session and multiple special sessions come and gone, and with primary elections on the horizon, this session covers what happened and where things are going in the world of state policy and politics to help non-profit leaders understand what to expect and how to navigate the new Texas Legislature. Join Luis Soberon, a former staffer and attorney at a non-profit, as he's joined by two veteran Texas political reporters, James Barragán and Brad Johnson, to get an insider's perspective on the forces shaping the Texas capitol.
Originally presented: Jan 2026 Nonprofit Organizations Institute
James Barragán,
Spectrum News - Austin, TX
Brad Johnson,
Texas Bullpen - Austin, TX
Luis Soberon,
Texas 2036 - Austin, TX
19.
Demystifying the IRS, Treasury, and the Tax Policy Process – One Year Later (Feb 2026)
Sasha Abrams, Ruth M. Madrigal
1.00
0.00
0.00
1.00
Session Materials
Audio
(mp3)
– 58 mins
Transcript
(txt)
Slides
(pdf)
– 28 pgs
Session 19 —58 mins 1.00
Demystifying the IRS, Treasury, and the Tax Policy Process – One Year Later (Feb 2026)
Practitioners deal daily with many state and federal laws governing charity operations – but where do they come from? Where do they intersect? How have they changed over time? This presentation takes a bird’s-eye view of the laws regulating charities and highlights major developments over the past 50 years
Originally presented: Jan 2026 Nonprofit Organizations Institute
Sasha Abrams,
Gordon and Betty Moore Foundation - Palo Alto, CA
Ruth M. Madrigal,
KPMG LLP - Washington, DC
20.
Case Study: Governmental Inquiries and Investigations (Feb 2026)
Lauren N. Moore
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 44 mins
Transcript
(txt)
Slides
(pdf)
– 8 pgs
Session 20 —44 mins 0.75
Case Study: Governmental Inquiries and Investigations (Feb 2026)
Although private foundations and other nonprofits prepare for and may anticipate IRS audits, nonprofits are now facing a broader and more dynamic range of governmental interactions and inquiries. Explore other types of federal scrutiny and investigations that may impact private foundations and other nonprofits—including executive orders, DOJ investigations, and congressional inquiries. Examine how to navigate each type of inquiry through case studies.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Lauren N. Moore,
WilmerHale - Washington, DC
21.
Case Study: IRS Audits (Feb 2026)
Steve Clarke, Elinor Ramey
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 45 mins
Transcript
(txt)
Slides
(pdf)
– 12 pgs
Session 21 —45 mins 0.75
Case Study: IRS Audits (Feb 2026)
Although IRS audits follow a relatively standard process and procedure, there are some unique elements when they involve different issues such as private benefit, private inurement, UBIT, or the examination of specific nonprofit industries such as hospitals. This panel looks at how to navigate audits through various case studies.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Steve Clarke,
Ernst & Young LLP - Washington, DC
Elinor Ramey,
Lowenstein Sandler LLP - Washington, DC
22.
Case Study: Whistleblower Complaints (Feb 2026)
Katherine Karl, Vanessa Salinas Beckstrom
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 45 mins
Transcript
(txt)
Slides
(pdf)
– 14 pgs
Session 22 —45 mins 0.75
Case Study: Whistleblower Complaints (Feb 2026)
Explore whistleblower protections, regulatory oversight, and emerging fraud trends impacting nonprofit organizations. Through various examples and case studies, examine how effective governance, compliance controls, and investigative responses may prevent misconduct and strengthen organizational integrity.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Katherine Karl,
Caplin & Drysdale, Chartered - Washington, DC
Vanessa Salinas Beckstrom,
PwC - Dallas, TX
23.
Case Study: Navigating the Legal Landscape of Social Media for Nonprofits (Feb 2026)
Sara L. Hall, Natalie Malone
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 43 mins
Transcript
(txt)
Slides
(pdf)
– 23 pgs
Session 23 —43 mins 0.75
Case Study: Navigating the Legal Landscape of Social Media for Nonprofits (Feb 2026)
This session explores the legal risks, compliance obligations, and best practices nonprofits must consider when engaging on social media platforms.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Sara L. Hall,
ALSAC/St. Jude Children's Research Hospital - Memphis, TN
Natalie Malone,
ALSAC/St. Jude Children's Research Hospital - Memphis, TN
24.
MASTER CLASS: Advocacy Unlocked: A Masterclass for Mission-Driven Change (Feb 2026)
Natalie Roetzel Ossenfort, Irina Petrova
1.50
0.00
0.00
1.50
Session Materials
Audio
(mp3)
– 88 mins
Transcript
(txt)
Paper
(pdf)
– 12 pgs
Slides
(pdf)
– 8 pgs
Session 24 —88 mins 1.50
MASTER CLASS: Advocacy Unlocked: A Masterclass for Mission-Driven Change (Feb 2026)
Advocacy is one of the most powerful tools nonprofits have to drive lasting change, but for many organizations it can be daunting to navigate. In this interactive session, participants learn how to harness lobbying and other types of advocacy initiatives in support of their organization's mission, while remaining in compliance with the local, state, and federal rules that apply to these activities.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Natalie Roetzel Ossenfort,
Alliance for Justice - Dallas, TX
Irina Petrova,
Natural Resources Defense Council - New York, NY
25.
MASTER CLASS: Multiple-Entity (C3-C4-527) Organizations: Considerations for Funders (Feb 2026)
Joel Beck-Coon, Rosemary E. Fei
1.50
0.00
0.00
1.50
Session Materials
Audio
(mp3)
– 95 mins
Transcript
(txt)
Paper
(pdf)
– 10 pgs
Paper
(pdf)
– 2 pgs
Session 25 —95 mins 1.50
MASTER CLASS: Multiple-Entity (C3-C4-527) Organizations: Considerations for Funders (Feb 2026)
After briefly reviewing what MEOs are and how they are supposed to operate, this class focuses on the tax and other legal issues - and some non-legal concerns - for funders who are considering supporting an MEO. Topics include grantmaking options for different types of funders, reporting implications, diligence requirements, practical concerns, and disclosure exposure, with time for audience questions.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Joel Beck-Coon,
Chan Zuckerberg Initiative - Palo Alto, CA
Rosemary E. Fei,
Adler & Colvin - San Francisco, CA
26.
Ensuring Operational and Mission Continuity (Feb 2026)
Stephen Ives
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 42 mins
Transcript
(txt)
Slides
(pdf)
– 3 pgs
Session 26 —42 mins 0.75
Ensuring Operational and Mission Continuity (Feb 2026)
Navigating through disruption with an eye towards mission continuity.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Stephen Ives,
YMCA of Greater Houston - Houston, TX
27.
The 100% Impact Mandate: The Journey to Mission-Aligned Capital (Feb 2026)
Lynell D. Davis, Lisa Montez
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 43 mins
Transcript
(txt)
Paper
(pdf)
– 3 pgs
Paper
(pdf)
– 8 pgs
Slides
(pdf)
– 5 pgs
Session 27 —43 mins 0.75
The 100% Impact Mandate: The Journey to Mission-Aligned Capital (Feb 2026)
Learn from in-house counsel how their organizations are approaching the legal, governance and cultural complexities of meeting the "all in for impact" mandate. With each organization at a different point in their journey, this session has the perspective of how both a conversion foundation and a foundation within a larger family office platform explore the critical role of the board of directors in establishing this mandate, the helpful tools for deploying investment capital across the spectrum (from negative screens to impact-first PRIs), and strategies for supporting leadership and staff to successfully integrate impact into capital deployment decisions and impact measurement.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Lynell D. Davis,
The California Endowment - Los Angeles, CA
Lisa Montez,
Builders Vision - Chicago, IL
28.
Commercial Activities: Structure Options and Associated Tax Considerations (Feb 2026)
Edward T. Chaney, John Crawford
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 43 mins
Transcript
(txt)
Slides
(pdf)
– 20 pgs
Session 28 —43 mins 0.75
Commercial Activities: Structure Options and Associated Tax Considerations (Feb 2026)
Nonprofits increasingly engage in commercial activities to support their missions—but how should these ventures be structured? This session covers practical options for organizing commercial operations, from entity selection to managing unrelated business income, along with key tax considerations that drive compliance and long-term success.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Edward T. Chaney,
Schell Bray PLLC - Chapel Hill, NC
John Crawford,
Ernst & Young LLP - Chicago, IL
29.
Charitability: Bedrock and Beyond (Feb 2026)
Vanessa (Goodwin) Thames, Morey O. Ward
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 43 mins
Transcript
(txt)
Slides
(pdf)
– 13 pgs
Session 29 —43 mins 0.75
Charitability: Bedrock and Beyond (Feb 2026)
Charitable organizations are built on enduring, well-established principles, yet those principles are continually tested by new and evolving challenges. Examine the bedrock legal foundations that define charitability and illustrate how these core concepts continue to shape philanthropic practice through relevant, real-world examples.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Vanessa (Goodwin) Thames,
Heising-Simons Foundation - Houston, TX
Morey O. Ward,
Gates Foundation - Washington, DC
30.
Fundamental Public Policy and Illegality Doctrines (Feb 2026)
Randall Thomas, Caroline Waldner
0.75
0.00
0.00
0.75
Session Materials
Audio
(mp3)
– 44 mins
Transcript
(txt)
Paper
(pdf)
– 7 pgs
Slides
(pdf)
– 8 pgs
Session 30 —44 mins 0.75
Fundamental Public Policy and Illegality Doctrines (Feb 2026)
Examine how the illegality doctrine and the public policy doctrine constrain tax-exempt status and the activities of tax-exempt organizations, with a focus on landmark cases and IRS guidance. Learn how to spot risk and think about the doctrines when developing and evaluating programs.
Originally presented: Jan 2026 Nonprofit Organizations Institute
Randall Thomas,
Morgan, Lewis & Bockius LLP - Washington, DC
Caroline Waldner,
Morgan, Lewis & Bockius LLP - Washington, DC
31.
MASTER CLASS: International Grantmaking (Feb 2026)
William D. Fournier, Thomas C. Schroeder
1.50
0.00
0.00
1.50
Session Materials
Audio
(mp3)
– 90 mins
Transcript
(txt)
Slides
(pdf)
– 10 pgs
Session 31 —90 mins 1.50
MASTER CLASS: International Grantmaking (Feb 2026)
Explore common and less common issues that arise in the context of international grantmaking through a roundtable exploration of several hypotheticals. Topics include: expenditure responsibility; equivalency determinations; use of intermediaries; grants to foreign governments; international lobbying; and compliance with anti-terrorism rules, US sanctions, and FARA.
Originally presented: Jan 2026 Nonprofit Organizations Institute
William D. Fournier,
Caplin & Drysdale, Chartered - Washington, DC
Thomas C. Schroeder,
Davis Wright Tremaine LLP - Seattle, WA
32.
MASTER CLASS: UPMIFA, Prudent Investing, and the Investment Policy (Feb 2026)
John N. Bennett, Brittany Cvetanovich
1.50
0.00
0.00
1.50
Session Materials
Audio
(mp3)
– 92 mins
Transcript
(txt)
Paper
(pdf)
– 40 pgs
Slides
(pdf)
– 14 pgs
Session 32 —92 mins 1.50
MASTER CLASS: UPMIFA, Prudent Investing, and the Investment Policy (Feb 2026)
This masterclass takes a deep dive into UPMIFA’s prudent investor standard, considerations for ensuring your investment policy advances your mission while satisfying UPMIFA’s standards, timely questions arising from the current environment, and practical applications to investment practices.
Originally presented: Jan 2026 Nonprofit Organizations Institute
John N. Bennett,
Simpson Thacher & Bartlett LLP - New York, NY
Brittany Cvetanovich,
Massachusetts Institute of Technology - Cambridge, MA