Tracy Boak

Tracy L. Boak

Partner

Tracy@perlmanandperlman.com

Practice

Tracy’s practice includes all aspects of nonprofit law. Her proficient knowledge in the regulation of charitable solicitation is rooted in her twelve years of service in the public sector, including as Director of the Pennsylvania Department of State’s Bureau of Charitable Organizations, the agency responsible for the administration and enforcement of the State’s charitable solicitation law. Tracy served on the board of the National Association of Attorneys General/ National Association of State Charity Officials (NAAG/NASCO) for six years as Secretary, Vice-President and President.

As an experienced litigator, Tracy represents our clients on matters such as responding to investigations and defending actions initiated by the various states’ charity and other government officials; organizational internal governance disputes; and breach of contract claims.

Tracy conducts legal audits and advises clients on general governance and regulatory compliance matters.

Representative Work
  • Represented members of the American Psychoanalytic Association in a successful Article 78 proceeding against the Association (Ascherman v. American Psychoanalytic Assn., Inc.) to enforce the Association’s bylaws in novel dispute regarding certification standards. Cited as Decision of Interest in New York Law Journal, Vol. 250; No. 76.
  • Obtained a summary judgment in the amount of $329,604.52 and pierced the corporate veil in favor of the United Service Organizations (USO) in a breach of contract action against Jet One Jets, Inc., Louis Ottimo and Anthony Attimo, Jr.
  • Represented the Association of Research and Enlightenment of New York and several members in obtaining a judgment confirming the election defeat of the organization’s chair and enjoining him from any further acts as chair of the organization.
  • Represented Wadsworth Avenue Baptist Church in obtaining an injunction against several individuals who were asserting themselves as the pastor, officers, trustees or members of the church.
  • Obtained a dismissal of an action brought by the California Attorney General against Creative Direct Response in the matter of The People of the State of California vs. Help Hospitalized Veterans, et al.
Professional & Nonprofit Affiliations

Advisory Board of the College of Arts and Sciences, Shippensburg University of Pennsylvania

Center against Domestic Violence, Brooklyn, NY Board Secretary

New York Junior League

New York Road Runners, Volunteer Leader

Education

Widener University School of Law, J.D. cum laude

Shippensburg University, B.A.

Bar Admissions

New York

US District Court, Middle District, Pennsylvania

US District Court for the Southern District, New York

Supreme Court of the United States

Recent Speaking Engagements & Publications

Speaking Engagements

Responsible Fundraising – A Legal Roadmap to Charitable Solicitation Compliance
Webinar, Independent Sector, July 2017

Charitable Solicitation – What are the States Up To?
AICPA, Not-For-Profit Industry Conference, June 2017

Navigating the Maze: A Road Map to Charitable Fundraising Compliance
ALDE IGNITE International Conference,  February 2017

Where Do Nonprofits Really Need to Register: Strategies to Limit Charitable Solicitation Registration
Greater Washington Society of CPAs Nonprofit Finance and Accounting Symposium, December 2016

Publications

Operation(s): 5 Things That Are Making Regulators Buzz“, Nonprofit Times, March 2017

“Navigating the Maze of State Charitable Fundraising Regulation,” Taxation of Exempts, July 2015  Nonprofit Pro, March 2016

“Charitable Solicitation Across State Lines: What You Need to Know When Your Clients Engage in Multi-State Fundraising Activities,” Tax Stringer, January, 2015 (with Seth Perlman)

Recent Blog Posts