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Collaborations and UBIT

Contains material from Feb 2020
Collaborations and UBIT
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Session 1: Collaborations – A Broader View - As the philanthropic and charitable sector continues to explore how to leverage resources and achieve greater impact, collaboration continues to be an important tool. Many funders have deep experience with funder collaboratives, while others are experimenting with a broader menu of collaboration options. Identify a variety of collaboration models and introduce issues to consider.

Session 2: 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.

Includes: Audio Slides


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1. Collaborations – A Broader View (Feb 2020)

Hillary Bounds, Andrew Schulz

1.00 0.00 0.00
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(mp3)
60 mins
(pdf)
12 pgs
Session 1 —60 mins
Collaborations – A Broader View (Feb 2020)

As the philanthropic and charitable sector continues to explore how to leverage resources and achieve greater impact, collaboration continues to be an important tool. Many funders have deep experience with funder collaboratives, while others are experimenting with a broader menu of collaboration options. Identify a variety of collaboration models and introduce issues to consider.

Originally presented: Jan 2020 Nonprofit Organizations Institute

Hillary Bounds, Chan Zuckerberg Initiative - Redwood City, CA
Andrew Schulz, Arabella Advisors - Washington, DC

Show session details

2. UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance (Feb 2020)

Ray Bunyard, Justin J. Lowe

1.00 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
57 mins
(pdf)
14 pgs
Session 2 —57 mins
UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance (Feb 2020)

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.

Originally presented: Jan 2020 Nonprofit Organizations Institute

Ray Bunyard, Baylor Scott & White Health - Dallas, TX
Justin J. Lowe, Ernst & Young LLP - Washington, DC