Last month, BakerHostetler presented a very helpful webinar titled Race-Based Grantmaking and Charitable Activities: Protected First Amendment Speech or Prohibited Racial Exclusion? Materials are available on the firm’s website at the preceding link. Highlights The term charitable is used in section 501(c)(3) in its generally accepted legal sense and includes the...
EVENTS
WCTEO 2024 Highlights
The following are just some of the many highlights from the 2024 Western Conference on Tax Exempt Organizations (WCTEO). Because of a change in the timing of the WCTEO from late fall to late winter, there was no conference in 2023, but that gave us a few more months of developments...
Highlights from the ABA Exempt Organizations Committee Meeting 1/19/2024
Here are some of the highlights from the American Bar Association Exempt Organizations Committee meeting held on January 19, 2024 as part of the ABA Midyear Tax Meeting. Thanks to all who looked after me when I took a bit of a tumble! Federal Tax Update from the IRS...
2024 Western Conference on Tax Exempt Organizations
The 27th Annual Western Conference on Tax-Exempt Organizations (WCTEO), my #1 go-to conference every year for the past 18 years, will be held on February 29 and March 1, 2024 at The California Endowment’s Center for Healthy Communities in Downtown Los Angeles. This year, due to high demand, this...
Seeking Nominations for the 2024 Outstanding Nonprofit Lawyer Awards
The Academy Award nominations were announced earlier this week, but even more importantly (at least for some nonprofit organizations attorneys), we also received the following news: The Committee on Nonprofit Organizations of the American Bar Association’s Business Law Section is calling for nominations for the “2024 Outstanding Nonprofit Lawyer...
CalNonprofits Webinar – Good Standing: Compliance & Your Nonprofit
NEO Principal Attorney Erin Bradrick will be presenting a free webinar for the California Association of Nonprofits (CalNonprofits) on Wednesday, January 24, 2024 on the subject of maintaining good standing for nonprofit charitable organizations under state and federal tax-exemption laws. If you work with a charitable nonprofit operating in...
Upswell Summit 2023 – Day One
I’m in Dallas for the Upswell Summit 2023. After 3 straight years of virtual summits, it was great to see folks in person. Here are some highlights from Day One – Opening Main Stage – Why Democracy Depends on a Healthy Nonprofit Sector Transparency, Trust, and Ethical Practice in...
Highlights from the ABA Exempt Organizations Committee Meeting 10/17/23 – Part Two
Here are more highlights from the American Bar Association Exempt Organizations Committee meeting held on October 17, 2023 as part of the ABA Virtual 2023 Fall Tax Meeting. Part One is available here. Subcommittee on Audits, Appeals & Litigation; Private Foundations, International Philanthropy & UBIT Mayo Clinic case. See...
Highlights from the ABA Exempt Organizations Committee Meeting 10/17/23 – Part One
Here are some of the highlights from the American Bar Association Exempt Organizations Committee meeting held on October 17, 2023 as part of the ABA Virtual 2023 Fall Tax Meeting. Part Two to follow next week. Subcommittee on Political & Lobbying Activities of Exempt Organizations Advocacy on the Selection...
NAAG/NASCO Charities Conference: Purpose-Driven Board Leadership
One of the outstanding presentations at the 2023 NAAG/NASCO Charities Conference focused on Purpose-Driven Board Leadership (“PDBL”), a governance framework that I think has groundbreaking potential. Dani Robbins, BoardSource’s Director of Strategic Governance, delivered the presentation which provided attendees, including many state charity regulators with much food for thought....