Highlights from 2025 Georgetown Conference on Representing & Managing Tax-Exempt Organizations

The following are just some of the many highlights from the 2025 Conference on Representing & Managing Tax-Exempt Organizations (the “Georgetown Conference”). Not surprisingly, the current hostile political climate towards the nonprofit sector was a pervasive theme. As with all of our posts capturing highlights of events, my interpretations, opinions, and suggestions of additional resources may […]

WCTEO 2025 Highlights – Day One

The following are just some of the many highlights from day one of the 2025 Western Conference on Tax Exempt Organizations (WCTEO). As with all of our posts capturing highlights of events, my interpretations and opinions may be sprinkled with the general information provided by the presenters. Power Hour Plus Ofer Lion, Seyfarth Shaw LLP; Jean Tom, […]

Highlights from the ABA Exempt Organizations Committee Meeting 2/20/25

Here are some of the highlights from the American Bar Association Exempt Organizations Committee meeting held on February 20 as part of the ABA Midyear Tax Meeting. As with all of our posts capturing highlights of events, my interpretations and opinions may be sprinkled with those of the presenters. Executive Orders The opening session of the meeting […]

2024 SSIR Nonprofit Management Institute – Climate Change

Here are some of my notes for the panel discussion on nonprofits and climate change at the 2024 Nonprofit Management Institute – What’s Next for the Social Sector? – hosted by the Stanford Social Innovation Review (SSIR). I had the pleasure of joining Judith LeBlanc, executive director of Native Organizers Alliance; Keesha Gaskins-Nathan, director for the […]

Some Highlights from the 2024 SSIR Nonprofit Management Institute – Day One

I had the pleasure of attending and speaking at the 2024 Nonprofit Management Institute – What’s Next for the Social Sector? – hosted by the Stanford Social Innovation Review. The future is uncertain. But that doesn’t mean you can’t prepare for it, or help to shape it. At this year’s Nonprofit Management Institute, hosted annually by the Stanford Social […]

More on Nonprofits and Climate Change

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 […]

Nonprofits and 12 Current Trends

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 […]

What Do Nonprofits Owe to the Future?

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. […]

Grantmakers Conference Supplement: Q&A

Conferences of grantmaker organizations focus on many critically important topics. But I have noticed that nonprofit and exempt organizations law tends to be an underappreciated area of coverage, even when it might inform several areas of focus. And for those willing to make the investment in learning and managing nuances and complexities, a better understanding […]

More from the GEO 2024 National Conference

I had the pleasure of attending the Grantmakers for Effective Organizations (GEO) 2024 National Conference last week and wrote about some highlights from Day One here. Below are some highlights from the rest of the Conference. Highlights from the Conference Asset Framing: Why Your Peers Are Still Achieving Historic Wins for Equity Trabian Shorters delivered the enlightening […]