Western Philanthropy Webinar

Join us for the Western Philanthropy Webinar on June 3, 2025, hosted by Clark Nuber PS. This live webinar offers a unique opportunity to dive deep into the world of charitable giving. Building on the success of our Western Philanthropy Conference in May 2024, this event is tailored for philanthropy and features a diverse range of thought leaders in the industry.
Gain valuable insights into current trends, such as the evolving role of donor-advised funds and impact investing, and participate in proactive strategies for navigating future challenges. Highlights include:

• Sessions on race-based philanthropy
• Future-proofing nonprofit support
• Structuring charitable activities
• Troubleshooting common foundation issues

Engage with top professionals, enhance your knowledge, and stay ahead in the rapidly evolving philanthropy landscape. This enriching experience is designed to inspire and inform, making it a must-attend event for anyone involved in charitable organizations.

Be part of this enlightening journey into philanthropy, where you can learn and share ideas with peers and professionals alike.

Session 1: Race-Based Philanthropy
Presenter: Eric Gorovitz, Adler & Colvin
Duration: 60 minutes

A 2.0 version of the discussion that we started at our Western Philanthropy Conference in May 2024. We will explore how recent litigation has reshaped the landscape and examine the ways in which foundations are adapting in response.

Session 2: Future-Proofing Nonprofit Support: Navigating Gift and Estate Tax Changes
Presenters: Lisa Schaures, Seyfarth Shaw LLC | Melissa Passman, Seyfarth Shaw LLC
Duration: 60 minutes

As the current gift and estate tax lifetime exemption approaches expiration at the end of 2025, this session will discuss how nonprofits can engage in proactive charitable planning discussions. Strategies for maximizing donor contributions will be highlighted.

Session 3: Structuring Questions
Presenters: Nancy McGlamery, Adler & Colvin
Duration: 60 minutes

When it comes to charitable activities, there is no one-size-fits-all approach. Many large organizations utilize a variety of structures to accomplish their charitable mission. We will dive into the nuances of blending for-profit and exempt activities, navigating wealth transfers, and effectively utilizing donor-advised funds.

Session 4: What Do You Do When Things Go Wrong?
Presenters: Sarah Huang, Clark Nuber PS
Duration: 60 minutes

Navigating the complexities of foundations and donor-advised funds can be challenging, especially when things go wrong. Our expert panelists will delve into the pitfalls and provide practical and actionable solutions. Learn how to correct self-dealing issues, address failures in expenditure responsibility, and correcting a diversion of assets.

• Date: June 3, 2025
• Time: 9:00 a.m. - 1:15 p.m. PDT
• Credits: CPE, CLE, CE (All Credits Pending Approval)
• Platform: Zoom Webinar

Host or Publisher Clark Nuber PS