eCourse
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
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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
Preview Sessions
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Greg D. Lee, Nicola Fuentes Toubia
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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
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William H. Caudill
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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
Christine Looney, Kenneth T. Monteiro
Download session materials for offline use
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