Top Banner
Winning Strategies for Nonprofit Compliance Anne Davis East 5/15/14 1pm EDT
12

Winning Strategies For Nonprofit Compliance

Aug 23, 2014

Download

Bloomerang

To maintain nonprofit good standing status, nonprofits are required to file annual or periodic reports with IRS, Secretary of State, Attorney General and State Tax Board. It is imperative that nonprofit organizations fulfill all state nonprofit compliance obligations as well as IRS obligations.

Compliance is not an option; it’s the law!

At the end of this webinar, participants will understand:

• The risks and consequences of failing to comply
• State by State compliance requirements
• Reference material to assist with nationwide compliance
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Winning Strategies For Nonprofit Compliance

Winning  Strategies  for  Nonprofit  Compliance  

Anne  Davis  East  5/15/14  1pm  EDT

Page 2: Winning Strategies For Nonprofit Compliance

Your  Presenter

Anne  Davis  East  President,  Davis  East  Consulting  !She  consults  in  a  suite  of  services  for  nonprofit  organizations,  including  establishment/dissolution,  nonprofit  compliance,  united  registration  statements,  and  board  development.    !She  has  authored  numerous  blogs  and  has  presented  seminars  and  webinars  on  board  development,  state  charity  registrations,  and  nonprofit  compliance  requirements.  !650.823.9972

[email protected]

3

Page 3: Winning Strategies For Nonprofit Compliance

Agenda

• Introduction  !

• Operating  a  Non-­‐For-­‐Profit  Organization  !

• Compliance  Issues  for  Exempt  Organizations

Page 4: Winning Strategies For Nonprofit Compliance

Board  of  Directors

Page 5: Winning Strategies For Nonprofit Compliance

Duties  of  the  Board

• Duty  of  Loyalty  !

• Duty  of  Care  !

• Duty  of  Obedience

Page 6: Winning Strategies For Nonprofit Compliance

Compliance  Issues  for  Exempt  Organizations

Page 7: Winning Strategies For Nonprofit Compliance

!!Secretary  of  State  !States’  Attorney  General  !Department  of  Revenue  !Internet  Solicitation  !IRS

Page 8: Winning Strategies For Nonprofit Compliance
Page 9: Winning Strategies For Nonprofit Compliance

On  Going  Reporting  Requirements

• Secretary  of  State  !

• States’  Attorney  General  !

• Department  of  Revenue  !

• IRS

Page 10: Winning Strategies For Nonprofit Compliance

Questions?

Page 11: Winning Strategies For Nonprofit Compliance

Anne  Davis  East  President  

Davis  East  Consulting  !

650.823.9972  [email protected]  

!

Page 12: Winning Strategies For Nonprofit Compliance

!!!

Upcoming  Topics:  !

Donor  Thank  You  Videos,  Infographics,  and  Other  Fun  Ways  to  

Say  Thanks  !

Getting  Your  Board  To  Fundraise

https://bloomerang.co/resources/webinars