North Dakota Community Foundation

Trends in Gift Planning/Charitable Opportunities Relating to the Sale of a Business

Date: Wednesday, February 21, 2024
Time: 1:00pm - 4:00pm
Location: Holiday Inn 3803 13th Ave S Fargo ND 58103
Speaker: Patrick Plunkett

Lunch 11:45 to 12:45

Pat has provided legal advice for over 45 years to educational organizations, healthcare providers, charitable trusts, family and private foundations, churches and religious organizations, social service agencies, associations, chambers of commerce, performing and visual arts organizations, museums and other nonprofit and tax-exempt organizations with respect to a wide variety of legal matters including: adoption and amendments of Articles and Bylaws; applying for tax-exempt status; compliance with applicable statutes, rules and regulations; for-profit activities; governance policies and procedures; public and private financing; mergers and acquisitions; personnel policies; executive compensation and employee benefits; income and sales tax audits; lobbying restrictions; reviewing and negotiation of commercial contracts; acceptance of charitable contributions; development of investment and spending policies; and Internal Revenue Service and State of Minnesota audits and investigations.


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