IRS TE/GE FY 2023 Accomplishments Letter

The IRS Tax Exempt & Government Entities Division (TE/GE) recently published its FY 2023 Accomplishments Letter. One segment of customers covered by TE/GE is Exempt Organizations (EO), which includes charities, private foundations, business leagues, labor unions, and veterans’ organizations. The other two segments of customers are Employee Plans and Government Entities. The Accomplishments Letter covers the IRS fiscal year ending […]

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 and events to discuss. The Latest […]

Nonprofit Resources of the Week – 1/28/24

Stay informed of the week’s notable events and shared resources with this curated list of Nonprofit Resources of the Week. Notable Nonprofit Posts, Articles, & Other Resources: Who are No Labels’ donors? Democratic groups file complaints in an attempt to find out (Brian Slodysko and Jonathan J. Cooper, AP) End Citizens United Request for Investigation […]

Curated Nonprofit Resources of the Week – 12/17/23

Stay informed of the week’s notable events and shared resources with this curated list of Nonprofit Resources of the Week. Notable Nonprofit Posts, Articles, & Other Resources: Grant Making Groups Stand Firm in Defense of Race-Based Philanthropy (Alex Daniels, Chronicle of Philanthropy) [Ed. I’m quoted in this article and will certainly have more thoughts to […]

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 the Nonprofit Sector Better Language: A […]

Type III Supporting Organizations – Functionally Integrated

Final regulations for Type I and Type III supporting organizations became effective on October 16, 2023. The document published in the Federal Register with the regulations provides a helpful summary and background of the laws regarding Type I and Type III supporting organizations. In this post, we’ll focus on the more complex Type III supporting […]

Nonprofit Resources of the Week – 11/12/23

Stay informed of the week’s notable events and shared resources with this curated list of Nonprofit Resources of the Week. Notable Nonprofit Posts, Articles, & Other Resources: Share Your Secret Sauce (Elizabeth Cushing, Stanford Social Innovation Review) How Nonprofits Are Using AI (Janelle Levesque, TechSoup) Nonprofits’ Use of Artificial Intelligence Systems: Intellectual Property and Data […]

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 of Speaker of the House – […]

Curated Nonprofit Resources of the Week – 10/15/23

Stay informed of the week’s notable events and shared resources with this curated list of Nonprofit Resources of the Week. Notable Nonprofit Posts, Articles, & Other Resources: Important Update on CA Nonprofit Legislation (Linda Rosenthal, For Purpose Law Group) Bill Cutting Nonprofit Wait Times for Funding Gets Governor’s Approval (Callie Fausey, Santa Barbara Independent) How […]

Lessons in Nonprofit Governance from the Screen

I’ll be presenting a session at the 2023 NAAG/NASCO Charities Conference this Wednesday, October 11. The National Association of Attorneys General (NAAG) and the National Association of State Charities Officials (NASCO) are holding the Conference virtually this year. You can register through Monday, October 9, here ($100). You’ll need to attend for the pop culture […]