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Joint Ventures and Complex Organizational Structures

Contains material from Feb 2019

Joint Ventures and Complex Organizational Structures
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Session 1: Aggregating Capital for Good: Multi-funder Initiatives, Joint Ventures, and Fiscal Sponsors - Capital aggregation is an increasingly common strategy for funding charitable projects and initiatives. Learn about the range of models and structures, with an overview of associated legal requirements as well as practical considerations.

Session 2: Managing Growth, Opportunity, and Business Activities: Complex Organizational Structures and Why and When to Use Them As nonprofit organizations continue to look for ways to enhance their services, grow their operations, protect their assets, and /or develop new and self-sustaining revenue streams, the use of relational structures including subsidiaries, affiliates, and other planning structures has remained an area of interest. Consider the reasons supporting the use of a complex organizational structure, the methods and choices in establishing such a structure, and the common tax and operational issues meriting special attention.

Includes: Audio Paper Slides


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1. Aggregating Capital for Good: Multi-funder Initiatives, Joint Ventures, and Fiscal Sponsors (Feb 2019)

Megan E. Bell, Lisa Montez

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(mp3)
55 mins
(pdf)
10 pgs
Session 1 —55 mins
Aggregating Capital for Good: Multi-funder Initiatives, Joint Ventures, and Fiscal Sponsors (Feb 2019)

Capital aggregation is an increasingly common strategy for funding charitable projects and initiatives. Learn about the range of models and structures, with an overview of associated legal requirements as well as practical considerations.

Originally presented: Jan 2019 Nonprofit Organizations Institute

Megan E. Bell, Patterson Belknap Webb & Tyler LLP - New York, NY
Lisa Montez, Walton Family Foundation - Bentonville, AR

Show session details

2. Managing Growth, Opportunity, and Business Activities: Complex Organizational Structures and Why and When to Use Them (Feb 2019)

Darren B. Moore

1.00 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
60 mins
(pdf)
35 pgs
(pdf)
13 pgs
Session 2 —60 mins
Managing Growth, Opportunity, and Business Activities: Complex Organizational Structures and Why and When to Use Them (Feb 2019)

As nonprofit organizations continue to look for ways to enhance their services, grow their operations, protect their assets, and /or develop new and self-sustaining revenue streams, the use of relational structures including subsidiaries, affiliates, and other planning structures has remained an area of interest. Consider the reasons supporting the use of a complex organizational structure, the methods and choices in establishing such a structure, and the common tax and operational issues meriting special attention.

Originally presented: Jan 2019 Nonprofit Organizations Institute

Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX