Winning Strategies for Nonprofit Compliance Anne Davis East 5/15/14 1pm EDT
Aug 23, 2014
Winning Strategies for Nonprofit Compliance
Anne Davis East 5/15/14 1pm EDT
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
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Agenda
• Introduction !
• Operating a Non-‐For-‐Profit Organization !
• Compliance Issues for Exempt Organizations
Board of Directors
Duties of the Board
• Duty of Loyalty !
• Duty of Care !
• Duty of Obedience
Compliance Issues for Exempt Organizations
!!Secretary of State !States’ Attorney General !Department of Revenue !Internet Solicitation !IRS
On Going Reporting Requirements
• Secretary of State !
• States’ Attorney General !
• Department of Revenue !
• IRS
Questions?
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Upcoming Topics: !
Donor Thank You Videos, Infographics, and Other Fun Ways to
Say Thanks !
Getting Your Board To Fundraise
https://bloomerang.co/resources/webinars