Andrew Schulz
Of Counsel
Of Counsel
Mr. Schulz is a Co-Chair of the Exempt Organizations’ Subcommittee on Private Foundations of the American Bar Association (EO Committee, Tax Law Section) and the DC Bar Association.
Mr. Schulz is a frequent speaker at national conferences, including the American Bar Association, Georgetown Law Representing & Managing Tax-Exempt Organizations, the University of Texas School of Law Nonprofit Organizations Institute, and other national and regional events.
Mr. Schulz is admitted to the bar in the states of Maryland and the District of Columbia.
Prior to joining Adler & Colvin, Mr. Schulz served as General Counsel for New Venture Fund, where he provided guidance to the organization and its fiscally sponsored projects on a range of corporate governance, tax, advocacy, and other legal issues. Previously, Mr. Schulz served as General Counsel for Arabella Advisors, was the Executive Vice President at Foundation Source, and held several positions in the legal and public policy departments at the Council on Foundations.
Powerful, flexible, and efficient; social media is a critical communication tool for most charities, but managing your social media presence requires knowledge about a complex array of overlapping legal issues. In this fast-paced overview, speakers introduce many of the interlocking legal issues you need to be aware of when managing your organization’s social media strategy. Are you compliant with Federal Tax rules governing lobbying and political activity? Do your social media activities generate UBIT? How are you monitoring and managing charitable solicitation and cause marketing campaigns conducted via social media? What can you do to mitigate risks related to copyright infringement, data security, privacy, and even defamation? Speakers spotlight each of these issues and several others to ensure you have a broad understanding of each risk area.
Co-Presenters:
2 p.m. to 2:45 p.m. CT
Austin, Texas
In this legal basics module of the Foundations 101 virtual seminar, you will hear an overview of all private foundation rules, from filing Form 990-PF to public disclosure rules and self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional.
By the end of this session, you will be able to:
Participants are encouraged to purchase the Foundation Guidebook to complement their learning experience.
2 p.m. to 3:30 p.m. ET
Moderator:
Presenters:
12:10 p.m. to 1:40 p.m. PT
3:10 p.m. to 4:40 p.m. ET
2:10 p.m. to 3:40 p.m. CT
1:10 p.m. to 2:40 p.m. MT
Philanthropy in the 2020s is a far cry from the days of Carnegie and Rockefeller. Impact-oriented philanthropic funders and charitable organizations are increasingly creative in their approach to achieving charitable objectives. To that end, vehicles commonly associated with for-profit business, such as limited liability companies, are frequently used to achieve these objectives. This panel will discuss an overview of several practical ways LLCs can enhance philanthropic enterprises, as well as academic reflections regarding this trend.
Presenters:
11:25 a.m. to 12:55 p.m. ET
Tampa, Florida
1.5 hours of CLE credit
This theme will provide a practical exploration of how nonprofits can scale impact through creative and thoughtful legal structures and innovative sources of capital. Discussions will focus on the types of governance structures available to social entrepreneurs (including the evolution and use of hybrid structures in the past decade); how the corporate governance framework may help or hinder capital raising (including navigating legal concerns for moving private foundation endowments beyond PRIs toward more “impact first” and catalytic investing, engaging DAFs, private foundations and family offices); practical considerations including administrative costs, complexity, flexibility of potential structures; and asking the audience to broadly reflect on how we define, achieve and preserve impact. We will start with a guide to common and uncommon structures, progress into a deep dive into recent examples, and finally offer participants a chance to develop their own revolutionary structure.
10:15 a.m. – 11:30 a.m. ET
New York, New York
Gain insight on charitable structures that purport to offer the best of both of the private foundation and public charity worlds. Topics include classification issues, recipes for success, and traps for the unwary.
10:50 a.m. – 11:35 a.m. CT
Co-presenter: Norah L. Jones, C3 Legal, Chicago, IL
Austin, Texas
What are the basic fiduciary duties, governance policies, and legal responsibilities that each family philanthropy board member must understand and abide by? Join this session to better understand the fundamental and nuanced federal and state laws regulating charitable giving, including self-dealing, payout, fiscal agency, excise tax, required filings, and much more. Leading experts on family foundation tax law will make these concepts accessible and enjoyable.
12:00 p.m. – 1:30 p.m. ET
Available exclusively to NCFP members and network partners.
Define organizational effectiveness and discuss best practices for public charities to achieve it, including strategic planning, governance, sustainable revenue, and important relationships. As public charities face economic headwinds, organizations can focus on these key areas to maximize sustainability.
Part 1: 10:50 a.m. CT
Part 2: 11:40 a.m. CT
Co-Panelists:
Jonathan S. Blum, Polsinelli PC
Nicola Fuentes Toubia, Fuentes Toubia, PLLC
Diara M. Holmes, Loeb & Loeb LLP
