eCourses

eCourses are individual online courses from renowned presenters at our live conferences. Learn via audio or video, receive the supporting materials, and fulfill MCLE requirements at your convenience with the best content available.

These courses are CLE accredited in Texas and California, with some accredited in Oklahoma.

Other States
If you need credit for an eCourse in other states please read through the disclaimer before purchasing an eCourse to make sure you will be able to self-report your MCLE credit after completion of the eCourse

Results for Exempt Organizations / Nonprofits

Viewing 20 of 44 records

Answer Bar: New Boardmember Basics

Session 1: Governance Literacy - Governance at nonprofit organizations is often not a priority until something goes wrong. Gain practical tips to help board and staff members avoid problems, and review governance topics including fiduciary duties, governing documents, policies, procedures, and the roles of the board, officers, committees, and staff members. Session 2: Financial Statement Essentials - Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis. Session 3: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.  Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations. Session 5: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions. Session 6: Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: New Boardmember Basics
    4 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$205   Add to Cart
2021 Nonprofit Sector Update

Session 1: Nonprofit Sector Update, Part I - Hindsight is 2020! Reflect on the wild year that was, and how it affected nonprofits. Turning the page, hear about the outlook for tax legislation affecting the nonprofit sector in the 117th Congress and the current regulatory environment. Also explore the impact of the new Supreme Court majority on tax statutes and regulations, and what that may mean for nonprofits now and for many years to come.  Session 2: Nonprofit Sector Update, Part II: The Stimulus Programs and Beyond - The COVID-19 crisis and the associated economic down turn left nonprofits with reduced resources and greater need for their services. It also exposed glaring gaps in our health and economic safety nets that may provide a roadmap for future philanthropic efforts and community interventions. As federal aid programs rolled out, it was unclear to many where nonprofits fit in. Review federal assistance provided to nonprofits in 2020, discuss changes that may be forthcoming in 2020, and consider what the future holds for federal subvention beyond the tax law.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 2.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • 2021 Nonprofit Sector Update
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Very informative and engaging

$105   Add to Cart
2021 Texas Legislative and Public Policy Update for Nonprofit Organizations

The 2021 Texas Legislature regular session will present unprecedented issues and challenges for the state’s leadership and elected officials and will impact nonprofit organizations, state associations, foundations and social service groups in various ways. Two veteran observers of the political and public policy scene preview legislative, regulatory and policy developments.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • 2021 Texas Legislative and Public Policy Update for Nonprofit Organizations
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$50   Add to Cart
2021 Year in Review: Federal Tax Law Concerning Nonprofit Organizations

Review current developments in the federal tax law concerning nonprofit organizations, with emphasis on recent legislation, proposed and final regulations, IRS rulings, and court opinions. Focus on qualification for tax exemption, application for recognition processes, private inurement and private benefit doctrines, public charity status, donor-advised funds, the commerciality doctrine, private foundation rules, governance, legislative and political campaign activity, unrelated business, joint ventures, charitable giving, and fundraising, with some constitutional law added.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • 2021 Year in Review: Federal Tax Law Concerning Nonprofit Organizations
    4 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$55   Add to Cart
Advocacy, Activism, and Equity in Nonprofit Organizations

Session 1: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions. Session 2: Funding and Operating with a Focus on Diversity, Equity, and Inclusion (DEI) - Discuss the ways private foundations and public charities can operate, fund, and invest with a lens toward supporting diversity, equity, and inclusion. Session 3: Activism and Engagement by Charities - Explore the ways in which charities effectively engage in policy advocacy and activism, including: (i) structures that charities use to build and sustain issue advocacy movements (e.g., group rulings, chapter networks, collaborating with 501(c)(4) affiliates); (ii) the legal intersection between charitability and activism, focusing on civil disobedience in particular; and (iii) different types of activism (grassroots organizing, demonstrations, lobbying, and social media activism). Along the way, highlight the importance of risk mitigation strategies, and the ever-increasing role of social media in issue advocacy. Session 4: Election 2020 Lessons Learned: Techniques and Activities - The 2020 elections brought new challenges for exempt organizations seeking ways to be involved while complying with their tax exempt status. This session will cover issues such as operating affiliated 501(c)(3)s, 501(c)(4)s, and political committees; guidance for 501(c)(3)s working with non-501(c)(3) organizations; special compliance issues for virtual electoral efforts; and how the rules governing election-related activity apply to disputes about election results after election day. Session 5: Achieving an Equitable Workplace - How do organizations create and maintain diverse, equitable and inclusive workplaces? What are best practices regarding recruitment, hiring, and retention of diverse employees? How can companies foster respectful workplaces?

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Advocacy, Activism, and Equity in Nonprofit Organizations
    4.67 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$175   Add to Cart
Answer Bar: How to Protect Your Nonprofit

Session 1: Understanding the 501(c) and Governmental Entity Universe - An overview of the various types of tax-exempt organizations from 501(c)(3) public charities and private foundations to governmental organizations and beyond.  Session 2: The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T - Learn how to determine which form is required to be filed based on your organization's structure and size, and discuss the differences and similarities between the forms to understand the requirements for filing. Session 3: IRS Audits - An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process. Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations. Session 5: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.  Session 6: Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks - Focus on the Chapter 42 excise tax regime applicable to private foundations and the strategic and compliance issues and considerations relating to identifying, managing, reporting, and correcting such transactions. Session 7: Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment - Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!   Session 8: The Sky is Not Falling: Tools for Managing Risk - A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use. Session 9: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions. Session 10: UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance - UBIT compliance has become much more challenging post-tax reform. Focus on practical methods of addressing those challenges, including obtaining expenses and gathering other data associated with employee parking, separating UBTI into silos, and finding offsets to mitigate additional UBIT. Session 11: Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19. Session 12: Investigations in Today's Woke Workplace - A veteran workplace investigator shares critical tips for ensuring that every complaint investigation is thorough, in good faith, and reliable in the midst of the #MeToo movement, instant social media postings, and polarizing employee relations issues.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 12.00 hrs | 2.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: How to Protect Your Nonprofit
    4.75 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$445   Add to Cart
Applying for Tax Exemption

A discussion about the basics of applying for recognition of tax-exempt status from the IRS (focusing on 501(c)(3) status but touching on others as well). This session addresses the procedures and forms to follow, as well as offering tips on what to include in the application.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Applying for Tax Exemption
    Not yet rated
$55   Add to Cart
Cybersecurity During a Pandemic: What To Do Help Protect Your Nonprofit Organization

Session 1: Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19. Session 2: Practical Issues around Data Protection - An overview of steps your organization can take to help protect your data, including practical tips on developing your action plan for responding to a cybersecurity breach.  Session 3: Liability Issues - Focus on liability related issues for non-profits, including Directors' and Officers' liability and COVID-19 related liability issues. Session 4: Cybersecurity and Data Protection Considerations in Work-From-Home Policies - An overview of key issues to consider in developing or updating work-from-home policies as they relate to cybersecurity and data protection, including information fluidity, third party access to employee assets, Zoom and other platform security concerns, and more.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 3.25 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Cybersecurity During a Pandemic: What To Do Help Protect Your Nonprofit Organization
    Not yet rated
$145   Add to Cart
Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis

Session 1: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.  Session 2: The Essential Elements of a Fiduciary’s Duties in Managing a Charity’s Investment Portfolio and Advanced Considerations During Economically Challenging Times - Understand the essential elements of the fiduciary duties applicable to the management of a charitable organization’s investment portfolio, including under the Uniform Prudent Management of Institutional Funds Act, and explore advanced considerations arising during economic downturns. Being prepared for an economic downturn involves unique considerations for the fiduciaries responsible for overseeing a charity’s investment portfolio. Delve into common real world scenarios and practical considerations, including borrowing from endowments or otherwise restricted funds and temporarily adjusting appropriations from endowments. Session 3: Governing in Crisis Mode: General/State Law Fiduciary Issues - An internal crisis such as a finance director embezzling millions or an external crisis such as a global pandemic can create extremely challenging conditions for nonprofit organizations. Directors and officers must maintain fiduciary duty obligations as they govern through the crises. Review applicable fiduciary duties and hear tips for stewarding your organization through the storm. Session 4: Fundraising, Gift Acceptance, and Donor Relations: Now vs. Before - As a result of the pandemic, nonprofits have been forced to creatively adapt fundraising models and ways to connect to donors. Discuss how the rapid pivot in fundraising has challenged the nonprofit’s ability to respond to constantly-changing COVID-19 restrictions, complex regulatory regimes, donor fatigue and completely novel approaches that push legal and tax boundaries. Session 5: Bankruptcy and Restructuring - Practical considerations for nonprofits impacted by their own financial distress or the financial distress of key partners (including donors, suppliers, and contract counterparties).

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis
    Not yet rated
$175   Add to Cart
Hard Don’t, Soft Don’t: Activity-Based Issues and Pressure Points for Nonprofit Organizations

Session 1: Hard Don't, Soft Don't: Activity-Based Issues and Pressure Points - A practical guide to navigating common operational issues. Consider varied activities and operations – grants and direct programmatic activities, strategic transactions, compensation arrangements and more – through both a legal and reputational lens. Gain insight on policies and procedures that promote organizational compliance, resilience and nimbleness.  Session 2: Public Charity Considerations - Public charities regularly navigate a variety of legal and reputational issues when making operational and strategic decisions. Consider operational and strategic issues related to a charity’s disqualified persons, its sources of support, and its relationships with other entities and its constituencies, through a compliance lens. Session 3: Private Foundation Considerations - Private Foundations face unique challenges with compliance issues. Learn how to navigate the hard don'ts and soft don'ts for maximum flexibility, with a focus on taxable expenditures, private benefit, self-dealing and reputational risks. Session 4: Compensation Pitfalls and Traps - Examine both common and complex issues in nonprofit compensation, including establishing reasonable compensation, compliance with new Section 4960, and COVID-related impacts. Session 5: Forms 990 and 990-PF: Practical Considerations - While the 990’s reporting relating to tax edicts (“hard don’ts”) occupy less than 10% of the Form, the bulk of the 990 (and parts of the 990-PF) explores the filer’s management practices and a wide array of its activities. The latter arenas are readily mined by the press, IRS and state regulators, and community stakeholders, and that reality informs the often-ignored “soft don’ts” that this session will address. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Hard Don’t, Soft Don’t: Activity-Based Issues and Pressure Points for Nonprofit Organizations
    Not yet rated
$175   Add to Cart
Investing in Equity Minded Leadership in Higher Education

As we look to close racial, gender, economic and other equity gaps in higher education, we must also look to the role of leadership in meeting such aims. This session will cover how the Sloan Foundation is thinking about equity minded leadership and provide a sneak peek into forthcoming findings from a Sloan-funded study on the topic.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Investing in Equity Minded Leadership in Higher Education
    Not yet rated
$50   Add to Cart
Nonprofit Organizations and Commerciality

Session 1: Commerciality - How are non-profits intersecting with corporations and capital markets in new ways (via limited partnerships, joint ventures, investments and platforms to aggregate capital) designed accelerate impact and attract mainstream capital outside of philanthropy? Session 2: UBI and Sponsorship - Know the difference; Is that sponsorship taxable or not? Session 3: Joint Ventures - Joint ventures can be a great way to achieve economies of scale to reduce costs, try out a new program without taking on all of the responsibilities, or monetize underused assets. Address various available legal structures, tax implications, strategic negotiating points, and disclosures and reporting for joint ventures. Session 4: Complex Organizational Structures - Discuss different arrangements involving both nonprofit and for-profit entities, reasons to consider a more complex structure, and managing the relationships between multiple entities. Review key tax and nonprofit legal issues as well as practical considerations that we have encountered in structuring and advising on these arrangements.   Session 5: Impact Investing - Using real-life examples, explore how key exempt org considerations affect structure, economics, and talent when investing for impact. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Nonprofit Organizations and Commerciality
    3 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$175   Add to Cart
Preparing for and Navigating an IRS Audit of a Nonprofit Organization

An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Preparing for and Navigating an IRS Audit of a Nonprofit Organization
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$55   Add to Cart
Understanding the 501(c) and Governmental Entity Universe

An overview of the various types of tax-exempt organizations from 501(c)(3) public charities and private foundations to governmental organizations and beyond. 

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Understanding the 501(c) and Governmental Entity Universe
    4 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$55   Add to Cart
Higher Education Taxation Institute - Summer Series II

This series provides college and university tax professionals with important updates on federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Part Two of the series includes: What's New in the World of Compensation and Benefits with Stephen LaGrande, Ernest and Young and A. L. (Lorry) Spitzer, Massachusetts Institute of Technology Solving the Next Rubrik's Cube: A Panel Discussion of Best Practices on Reporting UBTI in Silos on the Form 990-T and Managing Related Risks, with John R. Barrett, University of California System, Susan P. Clark, Emory University School of Law and Preston J. Quesenberry, KPMG LLP

Includes: Video Paper Slides No Materials

  • Total Credit Hours:
  • 3.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 7/31/2021
  • Higher Education Taxation Institute - Summer Series II
    Not yet rated
$125   Add to Cart
Higher Education Taxation Institute - Summer Series

Session 1: Recent Developments in College and University Tax Law -  A review of recent tax law developments that affect institutions of higher education including recent tax law changes, IRS rulings and other guidance, and judicial decisions. Session 2:  Proposed Regulations on Siloing -   Session 3: Let’s Compare Notes: Tax Challenges under the New Normal -  As campuses adapt to COVID-19, new challenges arise.  Faculty, Staff, Students and TAs are working remotely, some from abroad.  Employees are facing reduced pay and benefits.  Auxiliaries are searching for new revenue.  Join a panel of campus experts as they explore novel tax issues in adapting to the “New Normal.”  Submit your questions or case studies in advance and join us for a wide-ranging discussion!

Includes: Video Paper Slides

  • Total Credit Hours:
  • 3.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 6/30/2021
  • Higher Education Taxation Institute - Summer Series
    4.25 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Well done!

$125   Add to Cart
“Master Class” for Nonprofit Organizations: Charitable Giving and Endowments

A practical guide to some of the issues involved in structuring endowment gifts and administering institutional endowments. Gain insight on endowment gift agreements, endowment spending policies, and the documentation of endowment investment and spending decisions.  

Includes: Audio Paper Slides

  • Total Credit Hours:
  • 1.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • “Master Class” for Nonprofit Organizations: Charitable Giving and Endowments
    4.67 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    video would have been preferable to audio only.sample gift agreement would have been useful to reference.

$85   Add to Cart
“Master Class” for Nonprofit Organizations: Dissecting the Grant Agreement

Review the key components of a grant agreement, including provisions unique to private foundations, considerations for advocacy organizations, and how to structure grants to fiscal sponsors, non-charitable organizations, and individuals. Expect practical advice from the perspective of both the grantor and the grantee, a lively discussion, and sample language.

Includes: Audio Paper Slides

  • Total Credit Hours:
  • 2.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • “Master Class” for Nonprofit Organizations: Dissecting the Grant Agreement
    3.67 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    The audio was hard to hear - could not hear attendees' questions (presenters did not repeat them) and the typing sound was very loud. Also, in terms of content, strongly suggest having a legal representative from a grantee included in future panels like this - or title this more accurately: "Dissecting the Grant Agreement from the Grantor's Perspective". The content didn't feel fully representative of the grant negotiation process.

$95   Add to Cart
“Master Class” for Nonprofit Organizations: Investment Policies and Portfolios

Discussion of how foundations and endowments should consider asset allocation, spending policy, and advisory relationships within the context of fiduciary duties and spending requirements.

Includes: Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • “Master Class” for Nonprofit Organizations: Investment Policies and Portfolios
    4.42 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    sophisticated and well delivered!

$75   Add to Cart
“Master Class” for Nonprofit Organizations: Understanding Your Web Presence

What is “web presence” and why does it matter? Learn about what web presence is and isn’t, how nonprofits are using web presence to advance their missions, and how to assess your organization’s risks in this area.

Includes: Audio Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • “Master Class” for Nonprofit Organizations: Understanding Your Web Presence
    3.95 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    very precise.

    Was disappointed to hear one of the presenters make a disparaging comment about a former employee who was disciplined for flipping off the Presidential motorcade. "She's not our problem anymore." Kind of an absurd pro-management, anti-worker perspective.

$75   Add to Cart

Sign-Up for Our Hooked on CLE Monthly Newsletter