Donor Advised Funds and Proposed Disclosure Requirements in Minnesota

Event Description

 

This presentation will give a history and overview of donor advised funds (DAF) and how they are currently regulated. The Minnesota Council of Nonprofits has proposed an amendment to Minnesota’s Supervision of Charitable Trusts and Trustees Act which would require charitable trusts transferring funds to DAFs to include in their annual trust filing with the office of the attorney general an itemized list of all grants and contributions made or approved for future payment during the year from that DAF.  The purpose behind this amendment would be to increase transparency and encourage compliance with restrictions on the funds even after transfer.

Panelists:

Marie Ellis | Public Policy Director | Minnesota Council of Non-Profits

Emmett Robertson | Attorney | Rubric Legal LLC

CLE Credits:

1.0 Standard CLE Credits | Event Code: 341419

Cost:

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

 

*Join the Business Law Section: Membership is 50% off through February 28th! Add the Section Membership to your cart here and use code SECTIONSAVINGS at checkout. Want more information about the Business Law Section? Email Kara Haro kharo@mnbars.org with questions.

Deadline to register: January 25, 2021 at 1:00 pm. To register after that time, email the program manager.

Remote Participation: Remote instructions will be emailed to you the day prior to the event.

Payments: Due to the pandemic, accounting staff have limited access to the office making the processing of checks difficult. We request that you register online or over the phone by credit card whenever possible. If you need assistance, please contact the program manager.  If you must pay by check, please use this registration form.

Cancellations: Need to cancel? Please see our cancellation policy .

Accommodations: 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 the program manager.  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.

Program Manager:
Kara Haro
kharo@mnbars.org
612-278-6329

 

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Pre-Registration is Closed

DATE
Tuesday, January 26, 2021
TIME

12:00 PM to 1:00 PM

VENUE
Live Webinar - Zoom