eCourse
Joint Ventures and Complex Organizational Structures
Contains material from Feb 2019
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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
Preview Sessions
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Megan E. Bell, Lisa Montez
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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
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Darren B. Moore
Download session materials for offline use
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