The following are some of the highlights from the session on Charitable Purpose in the 21st Century at the 2020 Western Conference on Tax Exempt Organizations (WCTEO): Historical context: Rev. Rul. 71-447: “All charitable trusts, educational or otherwise, are subject to the requirement that the purpose of the trust...
A few major policy-oriented conferences followed the November elections. Here are some highlights from the sessions I had an opportunity to attend. Council on Foundations Public Policy Summit Unpacking the election. You can find some of speaker Charlie Cook’s talking points in these articles available on the Cook Political...
The 24th Annual Western Conference on Tax-Exempt Organizations (WCTEO), my #1 go-to conference every year for the past 15 years, will be held virtually on Thursday, December 3, and Friday, December 4. The conference will be focused on the unique issues of these times and, in light of Zoom...
Upswell, powered by Independent Sector (IS), sees itself more as a gathering than a conference. Having attended the inaugural Upswell 2018, subsequent Upswell 2019 (including Upswell Chicago: Equity in the Center), and previous five IS Annual Conferences, I love this reimagination and replacement of the typical conference and look...
Earlier this week, I had the privilege of guest lecturing for Professor Louise Carroll‘s Nonprofit Strategic Governance class at the University of San Francisco. As a former graduate and adjunct faculty member of the Master of Nonprofit Administration (MNA) program, which may have been the first in the country,...
I’ll be on on Nonprofit Radio this Friday, July 24, at 10:00 am PT / 1:00 pm ET talking with host Tony Martignetti about nonprofit collaborations right after he speaks with his other guests Jacqueline Copeland and Valaida Fullwood about Black Philanthropy Month. You can listen live on Talking Alternative. The archived podcast will be available...
NEO’s Erin Bradrick and Carrie Garber Siegrist (Faegre Drinker Biddle & Reath LLP) will be presenting a webcast for the American Law Institute (ALI) on Five Key Updates for Nonprofits on Thursday, June 25, from 10 am to 11:30 am PT / 1 pm to 2:30 pm ET. ALI...
The CalCPA Education Foundation’s 2020 Not-for-Profit Organizations Conference will be held virtually on May 20. I have the honor of presenting a bonus session on Enhanced Governance to start the Conference. Here is CalCPA’s description of the Conference: CalCPA Education Foundation’s annual nonprofit conference brings together industry and public...
On Tuesday, April 28, at 9 am PDT / 12 pm EDT, I’ll be on Facebook Live with Nadya K. Shmavonian (Partner, SeaChange Capital Partners.) and host Andy Davis (Associate Vice President of Member Education & Outreach, BoardSource) to discuss dissolution and mergers of nonprofits resulting the COVID-19 crisis. We’ll be...
On Wednesday, April 1, at 9 am PDT / 12 pm EDT, I’ll be on Facebook Live with BoardSource CEO Anne Wallestad and host Andy Davis to discuss some of the main legal issues we’re hearing from the nonprofit sector during the COVID-19 crisis. We’ll be responding to questions...