Materials

2025 Live Conference coming up Jan 22 in Austin. Info and registration »
2025 Materials expected available 3-5 weeks from conference date.

The 2025 Nonprofit Organizations Fundamentals 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, as well as opportunities to ask questions of experts and colleagues.  Continue on for the 42nd Annual Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The 2024 Nonprofit Organizations Fundamentals 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, as well as opportunities to ask questions of experts and colleagues.  Continue on for the 41st Annual Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The 2023 Nonprofit Organizations Fundamentals 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, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The 2022 Nonprofit Organizations Fundamentals Workshop—now a live webcast—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.  Plus, this year's Financial Literacy Workshop, as well as the Governance Literacy Workshop, provide a small-group opportunity to walk through practical tips and advice, and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  

Join us for the Nonprofit Organizations Fundamentals program—a perfect overview for new entrants and seasoned practitioners in the field, providing focused attention on core issues for both private foundations and charitable organizations. And stay on for the full 38th Annual Nonprofit Organizations Institute, offering a flexible schedule with three partial days, combining key updates and sector trends each morning with in-depth “Master Classes” and related interactive breakout discussions on the issues most relevant to your organization or practice. Hear from nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  This is sure to be engaging for longtime attendees and newcomers alike, and an online event you don’t want to miss!

The 2020 Nonprofit Organizations Fundamentals 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—the Forms 990, financial statements, fiduciary duties and conflicts of interest, and ex-regulators’ perspectives on charitable oversight. Plus, this year's Lobbying and Political Campaign Workshops, as well as the IRS Audit Workshops, provide multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

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. Plus, this year's Form 990-PF and Form 990 Workshops provide multiple small-group opportunities to walk through tips for filling out key sections, policies, financials, compensation, etc., and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of leading nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The 2018 Nonprofit Organizations Literacy Workshop is the perfect overview for new entrants and seasoned practitioners in the field. The main program provides focused attention on core issues for both private foundations and charitable organizations—governance, UBIT, investment, and financial statements.   Plus, this year's "IRS Audit Workshops" provide multiple small-group opportunities to walk through an IRS audit and ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of leading nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The 2017 Nonprofit Organizations Compliance and Internal Review Workshop is the perfect overview for new entrants and seasoned practitioners in the field. The program provides focused attention on key compliance issues for both private foundations and charitable organizations, plus practical walk-throughs of an IRS audit and an Attorney General Investigation. It also offers an interactive opportunity to discuss key forms and governing documents—Form 1023 and Forms 990 and 990-PF—in a small-group setting. Continue on for the Nonprofit Organizations Institute for two full days of leading nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The 2016 Nonprofit Organizations Compliance and Internal Review Workshop is the perfect overview for new entrants and seasoned practitioners in the field. The program provides focused attention on key issues for both private foundations and charitable organizations—grant-making issues and strategies, operational compliance and UBIT, common red flags and pitfalls for the Form 990 and 990-PF, as well as advice on developing internal controls good board governance practices for nonprofit organizations. Continue on for the Nonprofit Organizations Institute for two full days of leading nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The 2015 Nonprofit Organizations Primer is a perfect introduction for new entrants to the field or a refresher for seasoned practitioners. The program provides an overview of the essential characteristics, requirements, benefits and restrictions of being a tax-exempt organization; rules governing unrelated business income tax (UBIT); and an introduction to the basic finance and accounting issues and terminology of nonprofit organizations. Continue on at the Nonprofit Organizations Institute for two full days of leading nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.