The following are some of the highlights from the 2021 Western Conference on Tax Exempt Organizations (WCTEO), with recognition that these just touch the surface and you’ll get so much more by attending: Lessons from Headlines Donor Advised Funds: Accelerating Charitable Efforts Act (ACE Act) – probably unlikely to be passed...
EVENTS
2021 Western Conference on Tax Exempt Organizations (WCTEO)
The 25th Annual Western Conference on Tax-Exempt Organizations (WCTEO), my #1 go-to conference every year for the past 16 years, will be held virtually on Thursday, December 2, and Friday, December 3. You can register here. LMU Loyola Law School will hold its 25th-annual Western Conference on Tax Exempt Organizations with...
Upswell Summit 2021
The Upswell Summit 2021 takes place this week virtually bringing together “thousands of changemakers, hundreds of speakers, brilliant thought leaders, inspired innovators, and powerful creators to unleash civil society’s fullest potential.” Our shared purpose: building a racially just and healthy society where every person can thrive. Othering & Belonging...
Accelerating Charitable Efforts Act
The Accelerating Charitable Efforts Act (“ACE Act”) is creating quite a stir among nonprofits and leaders in or advising the sector. The TL;DR version of the controversy: the increase in the funds donated to the charitable nonprofit sector resulting from donor advised funds (DAFs) either offsets or fails to...
Fiscal Sponsorship – Some Tricky Issues: CLA Presentation
Today, NEO Law Group’s Erin Bradrick presented to the California Lawyers Association’s Nonprofit Organizations Committee on some tricky issues involving fiscal sponsorship. The focus was on 501(c)(3) fiscal sponsors and projects. Some highlights below: Common Models Comprehensive (Model A) Pre-approved Grant Relationship (Model C) For a brief summary of...
Webinar: 2021 Private Foundation Basics
Certified Pubic Accounting Firm Clark Nuber will be hosting a webinar on 2021 Private Foundation Basics on Tuesday, July 27, from 9 a.m. to 1 p.m. PDT. You can register on Eventbrite (cost: $100; CPE: 4 technical credits). This seminar is a great opportunity to learn about the fundamentals...
Nonprofit Radio: Your 5-Point, 1-Hour Legal Audit
I spoke with host Tony Martignetti on his Nonprofit Radio podcast about a quick legal audit executives or boards can perform on their organizations. This follows a recent post we published on the One Hour Nonprofit Legal Audit. But on the program, we were able to discuss each of these elements in...
Traditional Grantmaking Procedures: Are They Really All That Necessary?
I attended a seminar hosted by Exponent Philanthropy where the presenters discussed a unique approach to grantmaking that they referred to as “Catalytic Grantmaking.” The presenters suggested that many of the steps in what they identified as the “traditional grantmaking” process could be ignored to produce a quicker and...
2021 Georgetown EO Conference: Hopkins’ Update on Key Current Developments
Georgetown Law held its 38th Annual Representing and Managing Tax-Exempt Organizations conference (virtual edition) last week. Among the sessions at the conference was a perennial favorite: Update on Key Current Developments presented by exempt organizations attorney Bruce Hopkins. Below are some of the many highlights from his presentation: IRS...
Georgetown Nonprofit Governance 2021 – Part 2
This is our second post on Georgetown Law’s annual nonprofit governance conference held virtually last week – 2021 Nonprofit Board Governance: Identifying Issues, Assessing Effectiveness, Managing for Organizational Success. Here are more highlights from Day One: The Board’s Role Anne Wallestad, CEO of BoardSource, discussed the role of the board of...