Lead Stories

Private Club Is Not Subject To Title VII Discrimination Law

Court finds that golf club meets the definition of “bona fide membership club” exempt from rules

Title VII of the Civil Rights Act prohibiting workplace discrimination specifically exempts a “bona fide membership club” that is federally tax-exempt under section 501(c). 

A federal District Court in Pennsylvania has recently decided that the Centre Hills Country Club in State College PA meets the definition and is exempt from the rules.  It has dismissed on summary judgment a claim brought by a female former employee.

Estate Planner Did Not Breach Duty By Failing to Disclose Basis of Fees

Court affirms plan that reduced bequests to daughters of couple who established charitable remainder trusts

A charitable estate planning firm did not breach a fiduciary duty to a married couple by failing to disclose the full basis of their fee arrangement with charitable beneficiaries of the plan, a California Court of Appeal has affirmed.  Two daughters who sought to overturn the estate plan that reduced bequests to them have been rebuffed in a family fight over the estate.

NY Attorney General Sanctions CEO of DAF Sponsor for Breach of Fiduciary Duty

AG permanently bars CEO from serving as fiduciary of a charity for misusing funds for personal benefit for himself and others

The Attorney General of New York has permanently barred the former CEO of the Foundation for Jewish Philanthropies in the Buffalo area from serving in a fiduciary capacity for any charity active in New York state after finding that the CEO misused approximately $3.1 million in donor advised and other funds held by the organization.

Gender and Race Gaps Narrow Slightly On Boards of Philadelphia Area Meds and Eds

While many have made significant progress since 2019, many still fail to reflect the diversity of constituents and communities

The Women’s Nonprofit Leadership Initiative and the Nonprofit Center of La Salle University have published an updated report focused on the boardrooms of the Philadelphia area’s largest nonprofit medical and educational institutions (“meds” and “eds”).  The report reveals that many have made significant progress in the last three years in increasing the gender and racial diversity of their governing bodies.