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Exempt Organizations Commercial and Business Activities: UBIT: Advanced Issues and Practical Applications; Strategies for Coping with Unrelated Business Activities; plus Effective Use of PRIs

Contains material from Jan 2014

Exempt Organizations Commercial and Business Activities: UBIT: Advanced Issues and Practical Applications; Strategies for Coping with Unrelated Business Activities; plus Effective Use of PRIs
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Session 1: UBIT: Advanced Issues and Practical Applications - Using case studies, walk through several real-life examples and learn how to take a great money-making idea from inception to fruition. Each case presents and discusses both the critical business and legal issues, and offers unique ideas to address potential UBIT concerns. Licensing, corporate sponsorships, unrelated debt financed income, commercial services and internet activities are also considered.

Session 2: Unrelated Business Activities: Strategies for Coping - How much is too much? Explore options for dealing with unrelated activities as they start becoming substantial, including structuring a spin-off of an unrelated activity, equity and other forms of compensation. On-going relationships and other issues are also addressed.

Session 3: De-Mystifying Program-Related Investments - Overview of the legal requirements for making program-related investments, with practical advice on how to use PRIs as part of your grant-making strategy.

Includes: Audio Paper Slides


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1. UBIT: Advanced Issues and Practical Applications (Jan 2014)

Greg D. Lee, Nicola Fuentes Toubia

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(mp3)
44 mins
(pdf)
27 pgs
Slides
(pdf)
13 pgs
Session 1 —44 mins
UBIT: Advanced Issues and Practical Applications (Jan 2014)

Using case studies, walk through several real-life examples and learn how to take a great money-making idea from inception to fruition. Each case presents and discusses both the critical business and legal issues, and offers unique ideas to address potential UBIT concerns. Licensing, corporate sponsorships, unrelated debt financed income, commercial services and internet activities are also considered.

Originally presented: Jan 2014 Nonprofit Organizations Institute

Greg D. Lee, LIVESTRONG - Austin, TX
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX

Show session details

2. Unrelated Business Activities: Strategies for Coping (Jan 2014)

William H. Caudill

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Download session materials for offline use

(mp3)
39 mins
(pdf)
59 pgs
Slides
(pdf)
10 pgs
Session 2 —39 mins
Unrelated Business Activities: Strategies for Coping (Jan 2014)

How much is too much? Explore options for dealing with unrelated activities as they start becoming substantial, including structuring a spin-off of an unrelated activity, equity and other forms of compensation. On-going relationships and other issues are also addressed.

Originally presented: Jan 2014 Nonprofit Organizations Institute

William H. Caudill, Norton Rose Fulbright LLP - Houston, TX

Show session details

3. De-Mystifying Program-Related Investments (Jan 2014)

Christine Looney, Kenneth T. Monteiro

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(mp3)
43 mins
(pdf)
16 pgs
Slides
(pdf)
9 pgs
Session 3 —43 mins
De-Mystifying Program-Related Investments (Jan 2014)

Overview of the legal requirements for making program-related investments, with practical advice on how to use PRIs as part of your grant-making strategy.

Originally presented: Jan 2014 Nonprofit Organizations Institute

Christine Looney, Ford Foundation - New York, NY
Kenneth T. Monteiro, Ford Foundation - New York, NY