eCourse
Exempt Organization Governance and Restricted Funds: Governance, Operational Success Strategies, and the Uniform Prudent Management of Institutional Funds Act
Contains material from Jan 2014
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Session 2: Nonprofit Workout - Nonprofits do not always operate as expected. When this happens, strategies are necessary to address the situation. Discussion of various nonprofit shortcomings and strategies to rectify them.
Session 3: Endowments - The Uniform Prudent Management of Institutional Funds Act (UPMIFA), now the law in 49 states, affects virtually every charitable organization. Learn about some of the practical issues of life under UPMIFA—decision-making about the annual endowment draw and its allocation among different endowment funds, documentation of that decision-making process, and the crafting of endowment restrictions.
Includes: Audio Paper Slides
Preview Sessions
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Johnny R. Buckles, Cynthia B. Nunn
Download session materials for offline use
Session 1
—44 mins
The Not-So-Well-Governed Charity (Jan 2014)
It has been demonstrated that boards who use appropriate governance training tools have a greater ability to help their nonprofit achieve organizational excellence and mission impact. Gain practical tips and hear real-life examples of how a lack of good governance strategies can hamper the nonprofit in performing its best work and meeting community needs.
Originally presented: Jan 2014 Nonprofit Organizations Institute
Johnny R. Buckles,
University of Houston Law Center - Houston, TX
Cynthia B. Nunn,
Center for Nonprofit Management - Dallas, TX
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Michael V. Bourland, Susan K. Staricka
Session 2
—45 mins
Nonprofit Workout (Jan 2014)
Nonprofits do not always operate as expected. When this happens, strategies are necessary to address the situation. Discussion of various nonprofit shortcomings and strategies to rectify them.
Originally presented: Jan 2014 Nonprofit Organizations Institute
Michael V. Bourland,
Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Susan K. Staricka,
Office of the Attorney General - Austin, TX
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John Sare
Session 3
—38 mins
Endowments (Jan 2014)
The Uniform Prudent Management of Institutional Funds Act (UPMIFA), now the law in 49 states, affects virtually every charitable organization. Learn about some of the practical issues of life under UPMIFA—decision-making about the annual endowment draw and its allocation among different endowment funds, documentation of that decision-making process, and the crafting of endowment restrictions.
Originally presented: Jan 2014 Nonprofit Organizations Institute
John Sare,
Patterson Belknap Webb & Tyler LLP - New York, NY