winning strategies for nonprofit compliance
DESCRIPTION
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 complianceTRANSCRIPT
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
3
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
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