8:25 – 8:55 a.m.
JOIN ONLINE

8:55 – 9:00 a.m.
Welcome & Introduction
– Heidi N. Christianson, Course Co-Chair
– J. Patrick Plunkett, Course Co-Chair

9:00 – 9:15 a.m.
State of the State for Nonprofits in Minnesota
An overview of key developments in the Nonprofit field. Numbers, employment trends, compensation, types of Nonprofits, areas of growth and decline will be discussed.
– Jon F. Pratt

9:15 – 9:30 a.m.
Parting Comments from Minnesota Council of Nonprofit’s Longest Tenured Leader
Join  this “fireside chat” with Jon Pratt, as he offers insights and parting comments prior to retiring as the Director of the Minnesota Council of Nonprofits.
– Jon F. Pratt

9:30 – 9:35 a.m.
BREAK

9:35 – 10:20 a.m.
Minnesota Attorney General’s Update
Assistant Attorney General Carol Washington, manager of the Charities Division, discusses the Attorney General Office’s priorities for 2021 and answers questions important to you and your clients.
– Carol R. Washington

10:20 – 10:30 a.m.
BREAK

10:30 – 11:30 a.m.
IRS Exempt Organization’s Update
Our annual not-to-be missed dose of Eve. This session features a fast-paced overview and important analysis of the IRS Exempt Organization Division’s activities and priorities for 2021.
– Eve R. Borenstein

11:30 – 11:50 a.m.
LUNCH BREAK

11:50 a.m. – 12:35 p.m.
How Public Charities and Private Foundations can Support BIPOC-Led Businesses
Join us for an enlightening discussion of the legal and practical considerations of BIPOC focused grantmaking.
– Angela T. Fogt & Pahoua Yang Hoffman
– Nadege J. Souvenir (moderator)

12:35 – 12:40 p.m.
BREAK

12:40 – 1:25 p.m.
DAFs and Possible Changes to Minnesota Reporting Requirements 
This session discusses donor advised funds and possible changes which may impact the regulation of these funds in Minnesota.
– Marie Ellis & Emmett D. Robertson

1:25 – 1:35 p.m.
BREAK

1:35 – 2:35 p.m.
BREAKOUT SESSION A

101
Nonprofit 101
An overview of the Minnesota Nonprofit Corporation Act and the regulatory authority of the Minnesota Attorney General.
– J. Patrick Plunkett

102
Endowment Funds in a Pandemic – The Rules and The Opportunities
The pandemic has brought unprecedented financial stress to many charitable organizations causing them to consider spending their endowments funds more aggressively to meet rising needs. This session will be a primer on basic endowment law for use in tackling the difficult questions related to the management of endowment funds. We will discuss how to determine if funds constitute endowment funds, how to develop a spending policy for endowed funds, and potential options for modifying restrictions on endowment funds.
– Ann Novacheck

103
Closing the Doors – A Dissolution Primer for Nonprofits
This session reviews Minnesota Statute 317A and provides best practices and tips for ensuring a smooth winding up of the affairs of a nonprofit corporation.
– Mackenzie P. McNaughton

2:35 – 2:45 p.m.
BREAK

2:45 – 3:45 p.m.
BREAKOUT SESSION B

201
Tax Exemption 101
An introduction to federal and state tax exemption including income tax exemptions, real estate tax exemption and sales tax exemption.
– J. Patrick Plunkett

202
Mergers and Affiliations for the New Order
2020 was a year of “change to adapt” or “adapt to change” for nonprofits in Minnesota. This session will include a mergers and affiliations primer, and provide an overview of case studies of the ways nonprofits decided to combine their expertise, physical space, people power, intellectual property, endowment funds and donor bases to weather the storm that continues into 2021.
– Heidi N. Christianson & Gregory A. Larson

203
Mutual Aid, Crowdfunding and Community-Driven Fundraising: Supporting Charity Without a Charity
In the wake of social unrest and in response to intense community needs under COVID, Minnesotans demonstrated unprecedented generosity. Many fundraising efforts were – and are – being conducted using crowdfunding platforms and without the involvement of a charitable organization. This session will explore the tax, liability and charitable regulation considerations associated with raising and spending funds for charitable purposes, but without using a charitable organization.
– Sarah Duniway

3:45 – 3:55 p.m.
BREAK

3:55 – 4:40 p.m.
Navigating 2021 Privacy Issues for Nonprofits
With privacy scandals and data breaches grabbing headlines daily, even the smallest organizations must take responsibility for lawful custodianship and protection of personal information. In this session, we will cover the key elements of good privacy and cybersecurity hygiene. You will learn:

• Key privacy laws that impact Minnesota non-profits 
• Lessons learned from the Blackbaud breach 
• The top privacy and security threats and how to mitigate them to ensure the protection of donor information.

– Doriann H. Cain & Angela T. Fogt

LIVE WEBCAST
Tuesday, March 9, 2021
Attend online

REPLAYS
There are no replays.

$245 MSBA members / $245 paralegals / $295 standard rate

Other discounts that may apply:

• Season Pass Discount
• New Lawyer Discount

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.5 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.5 credits.