Focus on the US: Fundraising and Charity Registration

Stephen Lloyd, Senior Partner of BWB will present on how the UK can learn from US developments in social finance.

Dates & Times

October 10, 2012 @ 12:00 am - October 11, 2012 @ 12:00 am

Does your charity want to fundraise from or establish a charitable entity in the US? This seminar led by Michael Durham, attorney at Caplin and Drysdale (a leading US firm advising non-profits) will cover:
  • Setting up an entity in the US - including “Friends of Funds”.
  • Alternatives to setting up in the US: for example, using intermediaries (eg CAF or Global Giving) or fiscal sponsorship.
  • Direct giving by US individuals to UK charities.
  • US tax treatment of UK charities.
  • IRS tightening of filing requirements for UK charities.
  • Recent automatic revocation of tax–exempt status for UK charities that had obtained US exempt status

The seminar will conclude with a panel discussion including a dialogue on the similarities and differences between US and UK regulators.

Lindsay Driscoll, Consultant at BWB, Chair of the International Centre for Not-for-Profit Law and former Charity Commissioner will join the Panel.

4:30pm – 5:00pm Registration
5:00pm – 5:10pm Welcome : Rosamund McCarthy, Partner BWB
5:10pm – 5:50pm Michael Durham, Caplin & Drysdale
5:50pm – 6:05pm Stephen Lloyd: Social Investment
6:05pm – 6.45pm Panel discussion : Rosamund McCarthy, Michael Durham, Stephen Lloyd, Lindsay Driscoll
6.45pm – 8.00pm Drinks