Luncheon Program
Thursday, January 30, 2025 • 12:00 to 1:30 PM PT via Zoom
Title: Recent Developments in Charitable Giving
Presented by Attorneys of Adler & Colvin
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David Levitt
Principal, Adler & Colvin |
Shirley McLaughlin
Principal, Adler & Colvin |
Program Description:
Don’t miss Northern California Planned Giving Council’s annual review of topical legal and regulatory issues that affect the world of charitable gift planning, presented by attorneys David Levitt and Shirley McLaughlin of Adler & Colvin. Join us on Thursday, January 30, for NCPGC's session on new laws, recent cases, and topical issues in charitable gift planning. This event will be held at 12:00 pm PT.
About the Presenters:
David Levitt
Mr. Levitt's practice focuses on the representation of nonprofit and tax-exempt organizations, with an emphasis on program-related investments, social enterprise, political advocacy, and nonprofit corporate governance.
EDUCATION
J.D., cum laude, Harvard Law School, 1996; Technical Editor of the Environmental Law Journal
B.A., with distinction, Cornell University, 1993; Phi Beta Kappa
PROFESSIONAL AFFILIATIONS
Mr. Levitt is a former Chair of the Nonprofit Organizations Committee of the ABA Business Law Section. He previously served as Co-Chair of the Subcommittee on Intermediate Sanctions of the Exempt Organizations Committee from 2006 to 2013 and Secretary and Vice Chair of the San Francisco Chapter of the Social Enterprise Alliance from 2010 to 2012.
SPEAKING & TEACHING
Mr. Levitt speaks regularly on nonprofit and tax exemption legal matters. He also has served as an Adjunct Professor at the University of San Francisco, teaching a nonprofit legal issues course in the College of Professional Studies.
PRIOR EXPERIENCE
Before joining Adler & Colvin, Mr. Levitt practiced as a corporate attorney, focusing in the areas of corporate and transactional law.
Shirley McLaughlin
Ms. McLaughlin specializes in Formation and Tax-Exempt Status, Public Charities, Private Foundations, Grantmaking and Social Investing, Social Enterprise, Nonprofit Structures, Relationships and Affiliations, and International Charitable Transactions and Operations.
EDUCATION
J.D., cum laude, University of San Francisco School of Law, 2013 B.A., Mills College, Oakland, 2006
PROFESSIONAL AFFILIATIONS
Ms. McLaughlin is a member of the American Bar Association, the California State Bar Association, and the Bar Association of San Francisco. She is currently the Secretary of Exempt Organizations Committee of the Taxation Section of the American Bar Association. She was formerly the Chair of the Exempt Organizations Committee of the California Lawyers Association Taxation Section
SPEAKING & TEACHING
Donor Advised Funds Update: Current Developments Including the ACE Act – American Law Institute Continuing Legal Education, November 19, 2021
How to Pay Ourselves Equitably: In Search of a Salary Calculator for Social Justice – Sustainable Economies Law Center #Coopalooza, September 27, 2021
Crowdfunding for Charities: Federal Tax and State Solicitation Issues – Nonprofit Organizations Committee of the California Lawyers Association Business Section, January 21, 2021
Chapter on USA and California in Charity Law: Jurisdictional Comparisons, European Lawyer Reference Series, October 2012, with an updated electronic chapter published January 2019; Authored by: Ingrid Mittermaier and Shirley J. McLaughlinz
PRIOR EXPERIENCE
Prior to joining Adler & Colvin, Ms. McLaughlin spent four years as a Director of Grants Administration for two of the largest community foundations in the country. In those roles, she was responsible for compliance with state and federal rules and regulations for public charity and donor advised fund distributions to charities and charitable projects around the world. This included extensive expenditure responsibility and public charity equivalency determinations, 501(h) lobbying and advocacy tracking and reporting, supporting organization grantmaking and due diligence, as well as evaluating other nonprofit compliance issues such as endowment restrictions, gift solicitations, fiscal sponsorships and designated funds.
Don’t miss Northern California Planned Giving Council’s annual review of topical legal and regulatory issues that affect the world of charitable gift planning, presented by attorneys David Levitt and Shirley McLaughlin of Adler & Colvin. Join us on Thursday, January 30, for NCPGC's session on new laws, recent cases, and topical issues in charitable gift planning. This event will be held at 12:00 pm PT.
About the Presenters:
David Levitt
Mr. Levitt's practice focuses on the representation of nonprofit and tax-exempt organizations, with an emphasis on program-related investments, social enterprise, political advocacy, and nonprofit corporate governance.
EDUCATION
J.D., cum laude, Harvard Law School, 1996; Technical Editor of the Environmental Law Journal
B.A., with distinction, Cornell University, 1993; Phi Beta Kappa
PROFESSIONAL AFFILIATIONS
Mr. Levitt is a former Chair of the Nonprofit Organizations Committee of the ABA Business Law Section. He previously served as Co-Chair of the Subcommittee on Intermediate Sanctions of the Exempt Organizations Committee from 2006 to 2013 and Secretary and Vice Chair of the San Francisco Chapter of the Social Enterprise Alliance from 2010 to 2012.
SPEAKING & TEACHING
Mr. Levitt speaks regularly on nonprofit and tax exemption legal matters. He also has served as an Adjunct Professor at the University of San Francisco, teaching a nonprofit legal issues course in the College of Professional Studies.
PRIOR EXPERIENCE
Before joining Adler & Colvin, Mr. Levitt practiced as a corporate attorney, focusing in the areas of corporate and transactional law.
Shirley McLaughlin
Ms. McLaughlin specializes in Formation and Tax-Exempt Status, Public Charities, Private Foundations, Grantmaking and Social Investing, Social Enterprise, Nonprofit Structures, Relationships and Affiliations, and International Charitable Transactions and Operations.
EDUCATION
J.D., cum laude, University of San Francisco School of Law, 2013 B.A., Mills College, Oakland, 2006
PROFESSIONAL AFFILIATIONS
Ms. McLaughlin is a member of the American Bar Association, the California State Bar Association, and the Bar Association of San Francisco. She is currently the Secretary of Exempt Organizations Committee of the Taxation Section of the American Bar Association. She was formerly the Chair of the Exempt Organizations Committee of the California Lawyers Association Taxation Section
SPEAKING & TEACHING
Donor Advised Funds Update: Current Developments Including the ACE Act – American Law Institute Continuing Legal Education, November 19, 2021
How to Pay Ourselves Equitably: In Search of a Salary Calculator for Social Justice – Sustainable Economies Law Center #Coopalooza, September 27, 2021
Crowdfunding for Charities: Federal Tax and State Solicitation Issues – Nonprofit Organizations Committee of the California Lawyers Association Business Section, January 21, 2021
Chapter on USA and California in Charity Law: Jurisdictional Comparisons, European Lawyer Reference Series, October 2012, with an updated electronic chapter published January 2019; Authored by: Ingrid Mittermaier and Shirley J. McLaughlinz
PRIOR EXPERIENCE
Prior to joining Adler & Colvin, Ms. McLaughlin spent four years as a Director of Grants Administration for two of the largest community foundations in the country. In those roles, she was responsible for compliance with state and federal rules and regulations for public charity and donor advised fund distributions to charities and charitable projects around the world. This included extensive expenditure responsibility and public charity equivalency determinations, 501(h) lobbying and advocacy tracking and reporting, supporting organization grantmaking and due diligence, as well as evaluating other nonprofit compliance issues such as endowment restrictions, gift solicitations, fiscal sponsorships and designated funds.
Program Fees:
$30 - Member Fees
$45 - Non Member Fees |
Continuing Education Credit:
N/A |