By NEO Law Group
Richard Pon CPA CFP* Originally released on May 6, 2026, Republished with permission of the author A qualified charitable distribution (aka QCD or The IRA Charitable Rollover ) exempts from taxable income any funds transferred (“rolled over”) from an Individual Retirement Account (IRA) to a charitable organization. The following limitations apply: Can your organization be […]
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 CEO Geoff Green and Protect Democracy’s […]
The 14th Annual Symposium on Public Policy for Nonprofits was hosted by the Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA), Independent Sector, and Nonprofit Policy Forum on September 12, 2025. This year’s theme, “Breaking Through the Noise: Assessing and Communicating the Impact of Nonprofits and Philanthropy,” addresses a critical policy moment marked […]
Charities – If the status quo is harming your ability to advance your mission consistent with your values, what can you do? What should you do? The first question is a little easier to answer from a legal perspective. But I’ll try to provide a tiny amount of personal insights on the second question at […]
The California Association of Nonprofits (CalNonprofits) held its Annual Policy Conference on November 20, 2024 at the Audrey Irmas Pavilion in Los Angeles. Here are some of the highlights: Welcoming Remarks The 2024 Election: What Happened, What it Means, and What’s Ahead for California’s Nonprofits The Nonprofit Newsroom and Public Policy in an Era of […]
I’ve been writing and speaking on the responsibilities of virtually all nonprofits and their leaders to consider climate change (and pollution) in planning and decision-making. See, for example, What’s Your Nonprofit Doing to Fight Climate Change? Expectedly, I’ve received some push back from attorneys and others about the requirement not to divert charitable assets away […]
Nonprofit leaders can and do react to current conditions in developing their plans and advancing their organizations’ missions. Effective leaders also proactively prepare for the future while looking back for lessons and context. Among the many trends and forces for the future worthy of consideration: Many nonprofits have adopted devices and strategies incorporating their thinking […]
The question of a nonprofit’s future needs and impact raises a couple of related concepts: intergenerational equity and longtermism. Of course, all planning involves thinking about the future – whether it be in designing programs, fundraising, marketing, budgeting, investing, advocating, collaborating, or engaging in myriad things that are necessary for managing and governing a nonprofit. […]
Last week, we saw the series finales of two popular television shows that are now part of the zeitgeist: Ted Lasso and Succession. While we can enjoy both of these series as pure entertainment, I found it interesting to reflect back on them for what they may say about management and governance. Seen in the […]
Northern California Planned Giving Council (NCPGC) is holding its 30th Annual Planned Giving Conference on April 24, 2023 at the Westin St. Francis in San Francisco. Qualified applicants can submit a scholarship application (available here) by March 5 for the chance to attend and get a 12-month mentorship with a current NCPGC member for free! Eligibility Requirements Applicants […]