Tapping Restricted and Endowment Funds in a Down Economy

Event Description

Deadline to Register: December 14th at 3:00 pm. To register after that time, please email kharo@mnbars.org

As the effects of COVID-19 on the economy and our societal needs continue to present challenges to nearly every nonprofit organization, some organizations are considering how their endowment and other restricted funds may be deployed to address escalating financial stresses.  This session will discuss endowment spending policies and how to identify, interpret, and administer legally binding endowments and other restricted funds as well as potential options for modifying the restrictions. 


Wade Hauser | Associate, Lathrop GPM LLP

Wade Hauser is an associate at Lathrop GPM LLP and a member of the firm’s Health & Nonprofit Organizations Practice Group. He advises clients regarding nonprofit governance, combinations and other transactions, charitable giving, campaign finance, and other matters. He received his B.A. from St. Olaf College, and his J.D., with highest distinction, from the University of Iowa College of Law in 2014.

CLE Credits:

.75 Standard CLE Credits applied | Event Code: 331177


Business Law Section Members: Free*
MSBA Member not in the Business Law Section: $15
Non-MSBA Member: $25
Law Student: FREE

Join the Business Law Section:  Join the Section and attend this Section CLE as well as other Section CLE free! Email Kara Haro kharo@mnbars.org to take advantage of this offer.

Remote Participation: 

This program is by webinar only. 

Want more information about the Business Law Section
To register with a check, please mail in this registration form.
Need to cancel? Please see our cancellation policy.
Questions? Contact Kara Haro| 612-278-6329

The MSBA is committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify Kara Haro via phone or email: kharo@mnbar.org.  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations.

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Pre-Registration is Closed

Tuesday, December 15, 2020

12:00 PM to 1:00 PM

Live Webinar - Zoom