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Past Seminars

Secure Act 2.0 Boost for QCDS and Nonprofit Update

When: May 3, 2023, 8:00 a.m. to 9:30 a.m.

Presented by John “Jack” Owen, LLM (Tax), of Owen Law Group. Educational seminars are one of the many benefits of your PLAN membership. We hope you’ll join us for this informative look at Secure Act 2.0 and its implications for QCDs and other expected impacts on nonprofit activities in 2023. Continuing education credit is pending approval, but will be available at the time of the seminar. Invitations and registration information will follow soon. We look forward to seeing you there!

Fundraising and the Law

When: Tuesday, June 1, 2022 from 12:00 pm to 1:30 pm

Susan A. Ott, Esq. and Michael Dutkovich, Esq. of Owen Law Group, LLC will be two of the presenters at this live webinar CLE which will cover legal considerations for fundraising by nonprofit organizations. The specific topics to be covered will include:

  • Restricted vs. unrestricted funds;
  • Fundraising over the Internet, including through social media and online retailers;
  • The opportunities and pitfalls for a nonprofit/tax-exempt organization in fundraising;
  • The various fundraising methodologies that are available to nonprofit/tax-exempt organizations;
  • Tips for structuring and advising a fundraising program in a legally sound manner; and
  • Charitable organizations contributing to organizations and charitable causes located in countries outside of the U.S.

Professionals from nonprofit organizations would gain information helpful to them in their efforts. Individuals serving on nonprofit boards would also benefit from the presentation.

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  • Pittsburgh Office
    310 Grant Street
    Suite 2200
    Pittsburgh, Pennsylvania 15219
    Phone: 412-745-1040
    Fax: 412-745-3434