The Office of the Attorney General, Department of Justice (“DOJ”) of the State of California is proposing to amend certain regulations and Forms that will affect charities subject to registration in California. The Notice of Amendments to Regulations and related documents can be found here. We wrote about proposed changes...
CALIFORNIA LAW
California AG: Proposed Changes to Initial Registration for Charities
The Office of the Attorney General, Department of Justice (“DOJ”) of the State of California is proposing to amend certain regulations and Forms that will affect charities subject to registration in California. The Notice of Amendments to Regulations and related documents can be found here. Any interested person, or...
California Attorney General Webinar – Registration Delinquencies – October 30, 2018
The California Office of the Attorney General is streaming a live webinar on Tuesday, October 30, 2018, to assist charitable organizations that are delinquent in their registration with the Attorney General’s Registry of Charitable Trusts. Join the Attorney General Charitable Trust Section for a live webinar to learn more about...
Ex Officio Director – What? Why? How?
Many nonprofits use the term “ex officio director” (or “ex officio board member”) without a clear understanding of what the term means and how to properly incorporate one or more ex officio directors in their governance structures. Definitions The term director refers to an individual serving as a voting...
Disclosures of Donors: Recent Developments
2018 has seen several developments regarding the required disclosures of donors by nonprofits. Disclosures of Donors – Charitable Organizations On September 11, 2018, a three-judge panel of the United States Court of Appeals for the Ninth Circuit upheld the right of the California Attorney General (AG) to require from reporting...
How Independent Audits and Audit Committees Protect Nonprofits
A nonprofit’s viability may depend heavily on the organization’s financial credibility. Proper financial management is essential to the health of any nonprofit and may be pivotal to the protection of the organization’s mission and consequent effectiveness and efficiency. Independent audits and audit committees can help nonprofits make informed financial decisions...
CalNonprofits Webinar: Hot Topics to Keep Your Nonprofit Out of Hot Water
I’ll be joining CalNonprofits CEO Jan Masaoka for a webinar on Thursday, June 28th from 11am to 12pm (Pacific). We’ll be discussing the major ongoing filing obligations that California nonprofits that are exempt under IRC Section 501(c)(3) are subject to each year. Join us for an engaging webinar on...
California Charities and Crowdfunding Bill – AB 2556
California is considering passage of a crowdfunding bill sponsored by Pay Pal Giving Fund and applicable to charitable organizations and crowdfunding solicitors. The bill, AB 2556, was introduced by Assembly Member Jacqui Irwin on February 15, 2018 and later amended on April 19, 2018. It currently is being held...
Important Developments in California Law Affecting Nonprofits
NEO Law Group’s Erin Bradrick and the California Franchise Tax Board’s Audrey Rowe provided an informative presentation on developments in California law affecting nonprofits at the 2017 WCTEO. Here are some of the highlights from their presentation. Attorney General Revised Guide for Charities released (Erin was one of the...
Starting a Nonprofit: Voting Membership Structure
The term “member” is a term of art defined in California Nonprofit Corporation Law (the “Law”). Generally, a member under the Law (sometimes referred to as a “statutory member” or “voting member”) means any person who, under a provision of a corporation’s articles of incorporation (“articles”) or bylaws, has...