eConference

2019 Nonprofit Organizations Back to Basics eConference

Contains material from Feb 2019

2019 Nonprofit Organizations Back to Basics eConference
3.86 out of 5 stars
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Quite helpful--especially session on Impact Investing.

This was a helpful refresher on nonprofit basics

Technical Questions?
512.475.6700
service@utcle.org



The 2019 Nonprofit Organizations Back to Basics Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations—exemption fundamentals, grantmaking and grantseeking, revenue generating activities, and impact investing.

Includes: Audio Paper Slides

  • Total Credit Hours:
  • 4.00
  • Credit Info
  • TX, CA
  • Specialization: Estate Planning and Probate Law | Tax Law
  • TX MCLE credit expires: 1/31/2021

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Preview Sessions
Credit

1. 1A: Back to Basics: Exemption Fundamentals (Feb 2019)

Jeffrey E. Sher

1.00 0.00 0.00 1.00
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(mp3)
61 mins
(pdf)
32 pgs
(pdf)
23 pgs
Session 1 — 61 mins, credit 1.00
1A: Back to Basics: Exemption Fundamentals (Feb 2019)

An overview of exemption under 501(c), and primarily 501(c)(3), examining what it means to be nonprofit and charitable, the organizational and operational tests, private benefit and private inurement, private foundations and public charities, unrelated business income, lobbying and political campaign activities, procedural matters, and more.

Originally presented at: Jan 2019 Nonprofit Organizations Back to Basics Workshop

Jeffrey E. Sher, Fizer Beck - Houston, TX

2. 2A: Back to Basics: Grantmaking and Grantseeking (Feb 2019)

Lucille DiDomenico, Julie Lerudis, Terry Quinn

1.00 0.00 0.00 1.00
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(mp3)
61 mins
(pdf)
14 pgs
(pdf)
9 pgs
Session 2 — 61 mins, credit 1.00
2A: Back to Basics: Grantmaking and Grantseeking (Feb 2019)

Experts on both sides of the philanthropic funding equation share their expectations and experiences with raising and giving away money.

Originally presented at: Jan 2019 Nonprofit Organizations Back to Basics Workshop

Lucille DiDomenico, DiDomenico Group - Dallas, TX
Julie Lerudis, Boettcher Foundation - Denver, CO
Terry Quinn, The Texas Tribune - Austin, TX

3. 3A: Back to Basics: Revenue Generating Activities and Tax Compliance (Feb 2019)

Michaela J. Cromar

1.00 0.00 0.00 1.00
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(mp3)
60 mins
(pdf)
23 pgs
Session 3 — 60 mins, credit 1.00
3A: Back to Basics: Revenue Generating Activities and Tax Compliance (Feb 2019)

An overview of revenue-generating activities, including how to distinguish between related and unrelated activities, taxable and nontaxable unrelated activities, and how to structure activities for the result that the organization wants. Also a (quick) look at whether and when unrelated business taxable income (UBTI) is a “bad thing” and what to do about it if it is becoming a problem. 

Originally presented at: Jan 2019 Nonprofit Organizations Back to Basics Workshop

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX

4. 4A: Back to Basics: Impact Investing (Feb 2019)

Megan Starr, Maura L. Whelan

1.00 0.00 0.00 1.00
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(mp3)
53 mins
(pdf)
16 pgs
Session 4 — 53 mins, credit 1.00
4A: Back to Basics: Impact Investing (Feb 2019)

Impact investments are generally private investments made with the intention of generating both a social or environmental impact and a financial return. Increasingly, philanthropic organizations and individuals are using impact investing as a tool to complement grant-making and programmatic activities. Learn about different legal structures and requirements for impact investments, including the difference between program related investments (PRIs) and mission related investments (MRIs). Explore different opportunities to further your organization’s mission across the capital spectrum. 

Originally presented at: Jan 2019 Nonprofit Organizations Back to Basics Workshop

Megan Starr, Goldman Sachs & Co. LLC - New York, NY
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY

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