Protecting Your Non-Profit:

The Who, What, Where, Why and How of Corporate Policies

Produced by ABA-CLE and the ABA Standing Committee on Pro Bono and Public Service and the ABA Center for Pro Bono.

Faculty:
Andrew Grumet, Herrick, Feinstein, LLP, New York

Mr. Grumet concentrates his practice in tax law with an emphasis on domestic and international non-profit organizations, personal tax planning, trusts and estates, probate and administration, charitable giving and philanthropy. In addition, he is a frequent writer and speaker for professional and non-professional audiences on various topics relating to his practice. His articles have appeared in publications such as Practical Tax Strategies, Charitable Giving and Solicitation, Trusts & Estates, Tax Notes and Estate Planning.

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Andrew Grumet discusses the importance of clear, well-thought-through corporate policies for non-profit organizations. In this 51-minute presentation he examines the need for, and suggests content for, policies in the following areas:

• conflict of interest
• banking and the receipt of donations
• gift acceptance
• attendance of board members
• equal opportunity and sexual harassment
• email
• record retention
• whistle blower protections
• donor confidentiality and naming rights

He also explores the elements that should go into an effective statement of policy for a non-profit, including:

• the relationship of the policy to the organization's mission
• the purpose of the policy
• a definition of terms
• the actual policy
• procedures for implementing the policy
• addressing violations of the policy
• enforcement and appeal
• annual statements
• the date of adoption

Duration: 51 minutes
Credit Hours: 0.85 Hours in a 60-Minute State, 1.00 Hours in a 50-Minute State
Produced: May 15, 2007

MCLE credit is subject to each state's regulations. Some states do not approve online courses for MCLE credit or have specific rules regarding who may earn credit or the maximum number of credit hours that may be earned through online CLE. Please contact your state if you have any questions.