NCPGC 27th Annual Planned Giving Conference – May 17, 2019

Erin and I will be presenting a workshop at the 27th Annual Planned Giving Conference presented by the Northern California Planned Giving Council (NCPGC) on May 17. Here’s a description of the workshop: DEI, Governance, and Grantmaking Diversity, equity, and inclusion (DEI) are buzzwords now receiving great attention as issues of social justice, including racial justice, […]

Whaaat?! Nonprofits need to pay taxes for providing employee parking!

Thanks to the Tax Cuts and Jobs Act (TCJA), if your nonprofit provides parking to its employees, it may now need to pay unrelated business income tax (UBIT) on the value of that parking benefit. That’s right – your tax-exempt organization may now need to pay income tax on an expense. Unrelated business income is the […]

The New Tax Law and Its Impact on Nonprofits – Part 1

The new tax law, the Tax Cuts and Jobs Act, despised by a great majority of the public and leading nonprofits, is now law. Nonprofits should be aware of these provisions and how they may impact their fundraising and operations. Part 1 – Fundraising The following temporary* provisions in the Act impact donors and the […]

National Network of Fiscal Sponsors Gathering 2017

The National Network of Fiscal Sponsors held its Annual Gathering in New Orleans on October 26 and 27. Approximately 120 leaders of fiscal sponsors and other professionals from across the country came to share experiences and to learn about common issues, best practices, and new developments. One common question throughout the gathering was whether the term […]

IRS Work Plan FY 2018 (and Draft Form 1024-A)

On September 28, 2017, the IRS released its Tax Exempt and Government Entities FY 2018 Work Plan. Below are some excerpts from the Commissioners about the IRS Work Plan for the division generally in charge of nonprofit tax compliance and some highlights from the Plan: We enter Fiscal Year 2018 as a more cohesive and efficient […]

Advocacy Workshop for CA Central Valley Nonprofits – July 26, 2017

Bolder Advocacy, an Initiative of Alliance for Justice, is hosting a workshop on Wednesday, July 26th for nonprofits in California’s Central Valley.  The interactive workshop is intended for staff and board members of 501(c)(3) public charities and cover the applicable legal rules on such organizations engaging in advocacy.  The workshop will specifically cover the following […]

National Network of Fiscal Sponsors Annual Gathering 2015

The National Network of Fiscal Sponsors held its Annual Gathering in Brooklyn on November 7. Approximately 100 leaders of fiscal sponsors from across the country came to learn about common issues, best practices, and new developments, and to share experiences. Fiscal sponsorship refers to a contractual relationship that allows a person, group, or taxable entity to […]

Representing Nonprofits: Traps and Tips

Representing nonprofit organizations can be incredibly rewarding but challenging on many levels. Last month, Gene shared the tips and traps of representing tax-exempt organizations regarding corporate, tax, and other issues in a podcast hosted by West LegalEdCenter.  Here is a summary of his many enlightening and constructive points:   Traps Failing to inform the client at […]