For Social Enterprises

Marc J. Lane Wealth Group^™ helps nonprofit, for-profit and hybrid entities identify and implement market-based strategies to advance their social missions. We represent many non-profits, social-purpose businesses, social enterprises, social entrepreneurs, philanthropists, lenders and investors. We assist them in:

   Selecting the optimal business model
   Securing and maintaining public charity status
   Mitigating the tax risks associated with private benefit/inurement, lobbying, political
         campaign activity and unrelated business income
   Avoiding the legal and tax traps associated with sponsorships, endorsements and
         cause-related marketing
   Addressing governance and reporting issues
   Linking for-profits and nonprofits
   Negotiating and documenting financing transactions
   Effectively pursuing the legal and financial opportunities of venture philanthropy

Articles:
Information in the attachment has not been updated since its respective creation date, and its accuracy and comprehensiveness cannot be guaranteed. Nothing contained herein shall be construed as legal, financial or investment advice. Consultation with a professional is strongly recommended before implementing any of the ideas discussed herein. Any tax information contained herein is not intended or written to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on you or any other person.

Where Did Social Enterprise Come From, Anyway?
Copyright © GOOD Worldwide, LLC
March 8, 2012
Click here to download PDF.

Social Enterprises: A New Business Form Driving Social Change
Copyright © American Bar Association
December 5, 2011
Click here to download PDF.

The L3C: A Boon to Illinois' Social-Purpose Business
Copyright © Chicagoland Chamber of Commerce
August 4, 2011
Click here to download PDF.

Marc J. Lane — Social Involvement and L3C Legislation
Copyright © SIMAMA.org
August 2011
Click here to download PDF.

Webinar: Legal Issues Unique to Social Enterprise
Information in the following Webinar has not been updated since their respective production date, and its accuracy and comprehensiveness cannot be guaranteed. Nothing contained herein shall be construed as legal, financial or investment advice. Consultation with a professional is strongly recommended before implementing any of the ideas discussed herein. Any tax information contained herein is not intended or written to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on you or any other person. (The foregoing legend has been affixed pursuant to U.S. Treasury Regulations governing tax practice).

To watch, click here.

The social enterprise is adopting emerging business forms, employing new strategies and tactics to drive positive social change, and spearheading alliances with complementary stakeholders. This webinar will help social entrepreneurs overcome some of the knottiest legal, tax and governance challenges they face. Marc Lane will offer his practical advice about these issues and others:

How can the for-profit social enterprise meet its "shareholder primacy" duty to its owners without compromising its mission?
How can the nonprofit social enterprise successfully avoid the tax on "unrelated business taxable income"?
How can the hybrid social enterprise attract top talent through incentive compensation without inviting an IRS challenge?
How can the social enterprise tax-efficiently include endorsements, sponsorships and cause-related marketing initiatives in its revenue mix?
For which social enterprise do L3C's and benefit corporations really make sense?

Online Chat: Nonprofit, For-Profit, L3C, B Corp... How to Choose?
Provided by GrantSpace.org

With the availability of low-profit limited liability corporations (L3Cs) and B corporations in more and more states, choosing an organization type to achieve a charitable mission is no longer limited to nonprofits or for-profits. Learn from our expert panelists about what to consider when choosing a legal structure and the pros and cons of each form.

To view, click here.
Copyright © 2011 Foundation Center. All Rights Reserved.

Audio Presentations:
Information in the following audio recordings has not been updated since their respective production date, and its accuracy and comprehensiveness cannot be guaranteed. Nothing contained herein shall be construed as legal, financial or investment advice. Consultation with a professional is strongly recommended before implementing any of the ideas discussed herein. Any tax information contained herein is not intended or written to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on you or any other person. (The foregoing legend has been affixed pursuant to U.S. Treasury Regulations governing tax practice).

Nuts & Bolts of Social Enterprise: Marc J. Lane

August 27, 2011
Businesses that solve social problems are the hottest new industry out there! Marc J. Lane, professor of Social Enterprise at Northwestern School of Law and Director of the Social Entrepreneur Alliance, speaks with Good-b CEO Monika Mitchell on the legal and financial strategy for social purpose businesses. His new book, Social Enterprise: Empowering Mission-Driven Entrepreneurs outlines the basic nuts and bolts for profit-making enterprises that positively impact society.
To listen, click here.
Copyright © 2011 Good Business International. All Rights Reserved.

Marc J. Lane Presents "Are You a .com or a .org?"

June 30, 2011
Hosted by Net Impact Dallas/Fort Worth and the North Texas chapter of the Social Enterprise Alliance
To listen, click here.
Copyright © Marc J. Lane. All Rights Reserved.

Purposeful Planning Forum features Marc J. Lane as guest speaker in "The L3C: Social Enterprise's Powerful, New Capital Formation Tool."

September 30, 2010
To listen, click here.
Copyright © Marc J. Lane. All Rights Reserved.

Video Presentations:
Information in the following videos has not been updated since their respective production date, and its accuracy and comprehensiveness cannot be guaranteed. Nothing contained herein shall be construed as legal, financial or investment advice. Consultation with a professional is strongly recommended before implementing any of the ideas discussed herein. Any tax information contained herein is not intended or written to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on you or any other person. (The foregoing legend has been affixed pursuant to U.S. Treasury Regulations governing tax practice).

L3C and the Arts
Presented by: Columbia University School of the Arts, Columbia Law School Kernochan Center for Law Media and the Arts, TDF/Theatre Development Fund, and The Off-Broadway League. November 16, 2012

Marc J. Lane presents "Legal Structures and Funding Strategies for Social Enterprises"
Social Enterprise Alliance Southeastern Regional Summit. October 30, 2012.

The Next Generation of Social Enterprise
A discussion with MacArthur Foundation's Debra Schwartz and Groupon Grassroots' Patty Morrissey, moderated by Marc J. Lane.
Presented by SEA Chicago and SOCAP World Forum. September 13, 2012

Marc J. Lane presents Emergence of New Business Approaches: Social Entrepreneurship Models
Microsoft’s Public Health Conference, Innovations in Public-Private Collaboration: The Edge for Business and the Health of the Public. June 21, 2012

Click here to view full presentation with Dr. James M. Galloway and Marc J. Lane.

If you are unable to view this video, please click here.

Marc J. Lane’s Conversation with Nobel Laureate Dr. Muhammad Yunus
The Foundation of Transformational Leadership presents the 2012 Transformational Leadership Award Dinner & Symposium. April 28, 2012
Click here to view full panel discussion on Social Business.

[Introducing L3C - Parts 1-8] L3Cs: Social Enterprise's Powerful, New Capital Formation Tool

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