Navigating the Current Tax and Regulatory Landscape for Not-For-Profits and Their Donors

Join us for a practical, high‑level overview of the fast‑shifting legal and political environment affecting giving to not-for-profits and not-for-profit operations. This program explains today’s key tax rules for donors, expanding federal scrutiny of not-for-profits, and the impact of new enforcement priorities on advocacy, governance, and fundraising. Participants will learn how emerging policies—including national‑security directives, evolving grant requirements, and donor‑privacy expectations—shape organizational risk and compliance obligations.

Grounded in real-world examples, the session provides clear strategies for strengthening governance, safeguarding donor and grantee information, communicating proactively with stakeholders, and recognizing how evolving legal and regulatory developments may affect diversity, equity, and inclusion initiatives, equitable access to charitable resources, and mission-driven organizations. Designed for not-for-profit funders, leaders, and their respective advisors, this program equips participants to navigate uncertainty while protecting mission-driven work.

Moderator:

Albert Feuer, Esq.

Law Offices of Albert Feuer

Forest Hills, NY

Speakers:

Julia Chu, Esq.

Head of Philanthropy & Family Governance Advisory | Trust Company

Neuberger Berman

New York, NY

Nic Rangel, Esq.

Executive Director

Legal Aid Society of Northeastern NY, Inc.

Albany, NY

Stephanie M. Alberts, Esq.

Partner, Forchelli Deegan Terrana LLP

New York, NY

Lisa Valente, Esq.

Managing Partner, Makofsky Valente Law Group, P.C.

Garden City, NY

Anna Masilela, Esq.

Partner, Schotter, Millican LLP

Brooklyn, NY