Some Highlights from 2018 Georgetown Conference

Erin and I just returned from Georgetown Law School’s Nonprofit Governance and Representing and Managing Tax-Exempt Organizations conferences. We had a great time learning and meeting with some of the brightest and most respected professionals across the country, including several friends. I also had the honor of speaking on a panel discussing strategic advocacy using 501(c)(3) and […]

Risk Management for Bar Associations: ABA Bar Leadership Institute 2018

I’m looking forward to presenting in Chicago at the American Bar Association Bar Leadership Institute (BLI) again this year on the topic of risk management. The BLI, which takes place March 14-16 is the ABA’s premier bar leadership program. The program features plenary sessions, group discussions, and workshops on every aspect of bar management and […]

2017 Western Conference on Tax Exempt Organizations (WCTEO)

The Western Conference on Tax-Exempt Organizations (WCTEO), my #1 go-to conference every year for the past 12 years, will be held at the historic Millennium Biltmore Hotel in Los Angeles on Thursday, November 30, and Friday, December 1. NEO Law Group is proud to be a first-time Gold Sponsor of the WCTEO. With a schedule […]

2017 Conference: Our Common Future

I’m attending the 2017 Independent Sector-Council of Michigan Foundations-Michigan Nonprofit Association Conference: Our Common Future in Detroit from October 25 through 27. Our Common Future will be this year’s most crucial gathering of doers and dreamers bent on making the world a better place. Nonprofits, foundations, corporations, social enterprises — no matter where you choose to […]

Investor2Invest Impact Investing Event

Yesterday, Erin, Michele, and I attended Investor2Invest: An Afternoon of Connecting to Impact organized by ImpactAssets, SV2 – Silicon Valley Social Venture Fund, and Toniic. While listening to the different panels, I considered my own thoughts about impact investing. Impact Investing Impact investing used to be seen as investing for a blended social and financial […]

Commerciality Doctrine: Denial of Exemption

Earlier this month, the IRS denied the exemption application of an organization whose articles stated that it would provide colleges and universities with the ability to engage in science and engineering studies and research in the submarine environment, including the ability to acquire by purchase, lease, gift, loan or by other means, vessels, vehicles and ancillary […]

10 Ways Nonprofit Boards Get in Trouble

While the vast majority of charitable nonprofits are led by board members who want to do the right thing and see their organizations flourish in advancing their mission, we too often read about nonprofit boards that fail to lead their organizations out of trouble. Here are 10 ways nonprofit boards get in trouble. Allowing a […]

Select Committee on the Non-Profit Sector: Oversight, Federal Law Perspective

Earlier today, I had the honor of testifying at the first hearing of the Select Committee on the Non-Profit Sector. Here is my draft written testimony (some of which I omitted from my verbal testimony in the interest of time): Good afternoon Madame Chair and Members of the Select Committee. It’s a historic day marking the […]

Nonprofit Advocacy in the Trump Era: AAPIP2017

It was an honor to participate at the Asian Americans-Pacific Islanders in Philanthropy (AAPIP) 2017 National Network Convening and Annual Meeting that took place May 19-20 in Los Angeles and speak on the subject of nonprofit advocacy. The Legal Aspects of Philanthropic & Nonprofit Advocacy in the Trump Era Moderator: Suk Rhee, Northwest Health Foundation Panelist: James […]