Program-related investments (PRIs) are investments (different from strictly donative grants) made by private foundations in which: The primary purpose is to accomplish one or more of the foundation’s 501(c)(3) exempt purposes (other than testing for public safety), Production of income or appreciation of property is not a significant purpose,...
FUNDRAISING & CHARITABLE GIVING
Nonprofit Fundraising Masters Conference Series
Last year, we were a Publication Partner of Darian Rodriguez Heyman‘s Nonprofit Fundraising 101. This year we’re happy to promote Darian’s Nonprofit Fundraising Masters Conference Series in Silicon Valley on Wednesday, July 27, and San Francisco on Wednesday, October 19. Tickets are just $95 – $175 depending on your budget, and registration includes access to...
Understanding Crowdfunding After A Tragedy – Nonprofit Quarterly
NEO attorneys Michele Berger and Gene Takagi wrote this article on crowdfunding published in The Nonprofit Quarterly on June 28, 2016. As was evident after the horrific shooting in Orlando on June 12th, crowdfunding has become the most visible, and arguably the most effective, way to quickly raise money...
Legal and Ethical Crowdfunding for Non-profits: An ABA Webinar
I’ll be on a panel presenting a webinar for the American Bar Association titled Legal and Ethical Crowdfunding for Non-profits: Opportunities, Pitfalls, and Best Practices. Date: June 28, 2016. Time: 10:00 – 11:30 am PT / 1:00 – 2:30 pm ET. 1.50 Ethics/Professionalism CLE Credit Hours. Presenters: Michael E Adler, moderator Katherine...
Multistate Registration and Filing Portal
Currently, 39 states and the District of Columbia each require some form of periodic charity registration, which creates a substantial administrative and filing burden for organizations fundraising in multiple jurisdictions. 36 states and DC will accept the Uniform Registration Statement (URS), but that still requires an organization to file the...
Nonprofit Fundraising 101
I’ve had the pleasure of knowing Darien Rodriguez Heyman for several years and proud to be one of Nonprofit Fundraising 101‘s Publication Partners. The book was “written by and for front line practitioners and geared towards a global audience of emerging and established leaders.” “You don’t have to know all the...
Commercial Fundraiser – A Revised Definition
Beginning on January 1, 2016, a “commercial fundraiser” in California is defined as any individual, corporation, unincorporated association, or other legal entity who for compensation does any of the following: Solicits funds, assets, or property in this state for charitable purposes. As a result of a solicitation of funds, assets, or property...
PATH Act: 3 Charitable Giving Tax Incentives Made Permanent
Last week, the Protecting Americans from Tax Hikes Act of 2015 (the “PATH Act”) was passed by Congress and signed into law. Included in the Act were 3 charitable giving incentives that had previously expired on January 1, 2015. Rather than simply extending the incentives retroactively for another year,...
Giving Tuesday: 10 Legal Tips for Nonprofits
Here are 10 legal tips for nonprofits for Giving Tuesday: Ensure your charity’s fundraising communications (written and oral) are all accurate and truthful and do not contain any material misrepresentations. Ensure that your charity is properly registered to engage in charitable solicitations in any applicable states and jurisdictions (including any...
Nonprofit Radio: Crowdfunding
I’ll be on Nonprofit Radio speaking with host Tony Martignetti this Friday at 10:30 am PT / 1:30 pm ET about charitable crowdfunding. You can tune in to the live feed on Talking Alternative or catch up later on iTunes. We’ll be talking about: The difference between an individual and a charity crowdfunding for a charitable purpose...