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Risk Management

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If you are interested in a matter, please let us know as soon as possible by emailing Isis Bous and Allison Laubach through the “Ask About This Matter” button on the details page or directly (ibous@lexmundiprobono.org; alaubach@lexmundiprobono.org) and let us know which project(s) interests you. We will place matches with Lex Mundi member firms on a first-come, first-served basis.

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Pennsylvania Assistive Technology Foundation

Transition to Digital File Management

Summary:

Support a Pennsylvania nonprofit in securely transitioning to a fully digital file management system and navigating the appropriate response to a recent missing files incident.

Referred by:

Jurisdictions: U.S.
About the Organization: Pennsylvania Assistive Technology Foundation (PATF) is a statewide, non-profit organization that helps individuals with disabilities and older Pennsylvanians acquire the assistive technology devices and services they want. PATF’s mission is to provide financing opportunities, education, and advocacy for people with disabilities and older Pennsylvanians, helping them to acquire the assistive technology devices and services that improve the quality of their lives.
Legal Entity Type: Nonprofit/Charity
SDG(s):Decent Work and Economic Growth, End Poverty, Good Health and Well Being, Sustainable Cities and Communities
Legal Issue(s):

A Pennsylvania-based nonprofit that supports individuals in obtaining assistive technology is seeking legal support on two related matters concerning client file management.

Part 1: Digital Transition
The organization is transitioning from a hybrid paper-digital client file system to a fully digital one. They seek legal guidance to ensure this change complies with applicable laws regarding data privacy, consumer protection, and document retention/destruction. Their current digital retention policy was last reviewed approximately six years ago and they would appreciate assisting ensuring it is up to date.

Part 2: Missing Files Incident
Fifteen physical client files were recently misplaced and are presumed to have been accidentally discarded. There is no indication of theft or employee misconduct. The organization has since implemented enhanced security protocols but is unsure whether to notify affected individuals and offer identity theft protection. They are requesting legal advice on whether notification is required or advisable, and if so, how to appropriately draft that communication and manage associated risk.

If an attorney cannot assist with both projects, support on either would be greatly appreciated!

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Miller Center for Global Impact

Webinar on Navigating US Executive Actions

Summary:

Deliver a webinar on how social ventures and nonprofits can prepare for possible executive actions that may disrupt funding, international partnerships, and compliance for organizations working in climate, migration, or global justice.

Referred by:

Jurisdictions: U.S.
About the Organization: The Miller Center accelerates global, innovation-based entrepreneurship in service to humanity. Its strategic focus is on poverty eradication through its three areas of work: The Global Social Benefit Institute, Impact Capital, and Education and Action Research.
Legal Entity Type: Nonprofit/Charity
SDG(s):Affordable and Clean Energy, Clean Water and Sanitation, Decent Work and Economic Growth, End Poverty, Gender Equality, Good Health and Well Being, Industry Innovation and Infrastructure, Life on Land (sustainability of ecosystems), Peace, Justice, and Strong Institutions, Quality Education, Reduced Inequalities, Zero Hunger
Legal Issue(s):

We are seeking a volunteer to lead a webinar for social impact leaders on the potential legal and financial risks posed by anticipated U.S. executive actions. While none of the proposed measures are law yet, developments in U.S. policy circles indicate serious discussions around: (1) revoking tax-exempt status from organizations supporting or funding specified work; (2) banning cross-border donations; (3) labeling migrant aid groups as terror-affiliated; and (4) increasing IRS scrutiny on progressive or foreign-aligned donors. The webinar should help mission-driven organizations understand the legal implications and offer proactive steps to mitigate potential threats.

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Buy-In Community Planning

ED Compensation During Budget Shortfall

Summary:

Provide legal advice to a California-based nonprofit on obligations and options related to temporarily reduced compensation for their Executive Director amid financial hardship.

Referred by:

Jurisdictions: California, U.S.
About the Organization: The mission of Buy-In Community Planning is to support the well-being of people whose homes and communities are threatened by natural hazards by assisting them in planning for and relocating to safer areas. Using the power of geospatial data and participatory planning, they help communities design voluntary relocation assistance programs that are transparent, equitable, and environmentally restorative to ensure that no household is left in harm’s way.
Legal Entity Type: Nonprofit/Charity
SDG(s):Climate Action, Good Health and Well Being, Life on Land (sustainability of ecosystems), Partnerships to achieve the Goals, Peace, Justice, and Strong Institutions, Reduced Inequalities, Sustainable Cities and Communities
Legal Issue(s):

Buy-In Community Planning, a nonprofit organization that supports communities facing climate-driven relocation is seeking advice from an employment/labor lawyer regarding their obligations to fulfill a previously approved salary for their Executive Director (ED). Due to cash flow issues, the ED—who is based in California—is currently receiving only half of their salary. The Board seeks legal counsel on their obligations under California labor law and potential strategies for managing or remedying this shortfall as it pertains to the ED’s compensation, in a way that complies with employment regulations and nonprofit governance best practices.

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