IRS Exempt Organizations FY2011 Workplan

The IRS Exempt Organizations Division 2011 for its Fiscal Year 2011 was released last month.  The new year is a good time to review the Division’s priorities and how they might impact your organizations. The Division will support five overarching IRS focus areas: Impact of Recent Legislation.  The Affordable Care Act (ACA), the Hiring Incentives to […]

Major Gifts – Part II: Considerations for Legal Compliance and Avoiding Lawsuits

An organization that is implementing or revisiting its major gifts program should take advantage of that initiative as an opportunity to weave in best practices and other preventative measures that promote legal compliance and help avoid lawsuits. Some of the considerations should include preventing donor intent disputes and communication problems, seeking the help of experts […]

IRS Exempt Organizations Division 2009 Work Plan

Improved Service to Achieve Voluntary Compliance Preparing and Helping to File the Form 990 (speeches, workshops, tax forums) Form 990-N (e-Postcard) Guidance (including proposed regulations on (i) new requirements for supporting organizations, and (ii) excise taxes on donor advised funds; and final regulations on excise taxes on prohibited tax shelter transactions and related disclosure requirements)  Exempt […]

14th Annual California Association of Nonprofits (CAN) Conference – November 3-4, 2005

For the third consecutive year, I attended the CAN Annual Conference and was again rewarded with excellent presentations, workshops and networking opportunities.  I was particularly impressed with the workshop "The Accountability Challenge:  What’s Right for Your Organization?" led by CAN Executive Director Flo Green, and the two lunchtime plenaries:  "Beyond Tomorrow: The Future of Foundation […]

Nonprofits in the News – Bay Area – March 9-10, 2005

The March 10, 2005 issue of the San Francisco Chronicle included an article entitled “$1.1 million in dubious spending by nonprofits.”  The article stated that state auditors called into question more than $1.1 million in spending from state grants and that they concluded that the state lacks adequate safeguards to ensure that grant money is […]

California Association of Nonprofits Event “Now What? Turning Adversity into Opportunity” – March 8-9, 2005 – Day One

The highlights: Ed Howard, Chief Consultant, Senate Government Modernization Efficiency and Accountability Committee, invited attendees to send him e-mails with proposed changes in the Code as a vehicle for initiating changes in state law to assist the nonprofit community. David Muraki, Deputy Director, California Service Corps, described the State’s plan to create a comprehensive, State-wide […]

Highlights from the 2026 ABA Fall Tax Meeting – Exempt Organizations – Part Two

Here are some of the highlights from the second two American Bar Association Exempt Organizations Committee sessions held on October 6 as part of the ABA Virtual Fall Tax Meeting. You can find Part One of this post here. As with all of our posts capturing highlights of events, my interpretations, opinions, and additions of supplemental resources […]

Nonprofit Resources of the Week – 10/24/26

Nonprofit Resources of the Week curates timely articles, tools, and commentary to help nonprofit organizations, their leaders, and their advisors stay informed about legal developments, sector trends, and emerging issues affecting the nonprofit and philanthropic ecosystem, including those related to equity, climate change, and resilience. The series also seeks to share tools, perspectives, and sources […]

2026 Independent Sector National Summit

It’s been a 3 year absence for me at an Independent Sector-led annual conference, and I’m very happy to have returned for Independent Sector’s National Summit of 2026: The Future We Build Together. Below is a recap of some of the highlights. As with all of our posts capturing highlights of events, my interpretations, opinions, […]