By NEO Law Group
The following are just some of the many highlights from the 2026 Western Conference on Tax Exempt Organizations (WCTEO). As with all of our posts capturing highlights of events, my interpretations, opinions, and selection of additional resources may be sprinkled with the information provided by the presenters. Tribute to Doug Mancino...
On January 28, 2026, CalNonprofits provide its first virtual townhall as part of its Trump 2.0 Resilience Series. As with all of our posts capturing highlights of events, my interpretations, opinions, and additions of supplemental resources may be sprinkled in with the information provided by the presenters. Join CalNonprofits...
Nonprofit board members and managers rely on delegating their responsibilities to others. Of course, the size of the organization will dictate the options, persons, groups, and contractors involved. This post is aimed principally at nonprofit corporations with at least a few employees holding management-level responsibilities and will not discuss...
The National Association of Attorneys General (NAAG) and National Association of State Charities Officials (NASCO) held their 2024 Charities Conference on October 8-10. This conference is the sole annual event at which charity regulators and nonprofit organizations and their attorneys, accountants, fundraisers, and advisers can meet, learn about, and...
Enterprise risk management (ERM) is a strategic approach to managing risk holistically across the organization and its ecosystem. Under ERM, risks are not merely identified and addressed on a program or business segment level, they are surfaced so they can be assessed, analyzed, and managed with consideration of the...
Congratulations on your first year as a nonprofit corporation exempt under Section 501(c)(3) of the Internal Revenue Code! Your first anniversary is a notable milestone and a chance to take a quick look back as it relates to moving forward with impact and compliance. This post is written partly...
While it may seem intuitive for a 501(c)(3) nonprofit to openly accept gifts without question, certain gifts can result in consequences that harm the nonprofit’s mission, drain its finances, and/or damage the nonprofit’s reputation. In order to avoid such consequences, it’s best practice for nonprofits to adopt a Gift Acceptance...
I’ll be on Tony Martignetti’s Nonprofit Radio podcast speaking with Tony in Part II of our two-part discussion on nonprofit risk management. You can find our post on Part I, focusing on indemnification, here. While we focused mostly on legal risks, there are other risks that can be equally or even...
I spoke with host Tony Martignetti on his Nonprofit Radio podcast about indemnification as Part I of our two-part discussion on nonprofit risk management. This follows a recent post we published on indemnification provisions in Bylaws. But on this program, we were able to discuss indemnification in the contexts of both governance...
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...