Fundraising 101: Registering to Solicit + Acknowledging and Substantiating Donations
Tuesday, March 21, 2017 10:30 am
In-person | Atlanta, GA
Nonprofits have significant obligations, under both federal and state law, when fundraising. These rules can be traps for the unwary.
During this workshop, our speakers will help representatives from nonprofits understand:
- Which nonprofits need to register to solicit donations and in which states
- How websites, emails and other social media impact the need for nonprofits to register in various states
- How to create a simple system to acknowledge donations
- What paperwork should be kept to verify donation acknowledgements
Presented by: Pro Bono Partnership of Atlanta
Speakers: Mindy Simon, Associate General Counsel, Emory University & Robyn Miller, Corporate/Tax Counsel, Pro Bono Partnership of Atlanta
Mindy Simon is an Associate General Counsel focusing on taxation and corporate matters. Prior to joining Emory's Office of the General Counsel in August 2004, Mindy practiced as an attorney in the tax section of an Atlanta law firm, where she specialized in general federal taxation and the representation of tax-exempt organizations.
Mindy received her B.A. from Rhodes College in 1993 and her J.D. cum laude from the University of Tennessee in 1999, where she served as a research editor on the Tennessee Law Review.
Robyn Miller has more than 20 years of corporate and tax-exempt law experience, including six years at Ernst & Young working primarily in the nonprofit arena. While at Ernst & Young, she worked in the National Tax-Exempt Organizations Group located in Washington, D.C. and worked with large non-profit organizations nationwide. She also created tax-exempt research and solution tools for Ernst & Young professionals to use in assisting their tax-exempt clients. In addition, she has given speeches nationwide on a variety of tax-exempt-related issues.
As a part time staff attorney for Pro Bono Partnership of Atlanta, Robyn provides direct legal services to non-profit organizations as well as serves as a resource to Pro Bono Partnership’s volunteer attorneys and non-profit clients. She also coordinates our Nonprofit Legal Check Up, works to educate lawyers and clients on non-profit legal issues, and recruits volunteer attorneys, with a focus on recruiting in-house lawyers.
Training Event Calendar
Space is limited. Register online with the form below, in person, or by calling (404) 880-0094. Registrants requiring ASL signers or other disability-related services are asked to contact the Foundation Center at least two weeks in advance.
Upon arrival, you will be required to present your ID to obtain a visitor pass. Valid forms of ID include a driver’s license, passport, military ID, or business card. Please plan to arrive early and stop at the Visitor Services desk in the main lobby to obtain a visitor pass.
Please arrive on time or your seat may be given away to others who are waiting to attend. If you need further information, please call (404) 880-0094.