This seminar is designed for attorneys, accountants, executive directors and trustees.
It is imperative that those involved with guiding and counseling non-profit organizations be fully informed of the complex rules and operating limitations pertaining to them. This seminar will provide in-depth, timely coverage of some of the most important issues faced by non-profits today including:
• Legal Relationships
• Financial Management Strategies
• Strategic Board Development
• Creating Endowments
• Internet Issues
• Strategic Tax Planning
9:00 a.m. - 9:15 a.m.
I. Context – The Nonprofit
9:15 a.m. - 10:30 a.m.
II. Legal Relationships: Directors And
A. Governing Law And Governmental Regulation
B. Standards Of Conduct Of Directors
C. Transactions Between Nonprofit Corporations And Directors
D. Self-Dealing And Intermediate Sanctions
10:30 a.m. - 10:45 a.m.
10:45 a.m. - 11:45 a.m.
III. Financial Management Strategies
A. Effects On Financial Statements And Net Assets In A Down Economy
B. Areas Of Focus For The Financial Manager
C. Audits, Audit Committees And The Board Of Directors: Effective Use And Communication
D. Generally Accepted Accounting Standards For Nonprofit Organization
11:45 a.m. - 12:30 p.m.
IV. Strategic Board Development
A. Leadership Goal: Partnership
B. Ideal Board Size And Composition In This Time Of Crisis
C. Communications Techniques And Practices
D. Role And Impact Of Task Forces
E. Strategic Board Development Process
12:30 p.m. - 1:30 p.m.
Lunch (On Your Own)
1:30 p.m. - 2:30 p.m.
V. Creating Endowments: “Reaching
Your Donors Before They Die”
A. The Charitable Contribution Deductions
B. Charitable Remainder Trusts
C. Charitable Gift Annuities
D. Charitable Lead Trusts
E. Pooled Income Funds
F. Retirement Plans
G. Gifts Of Life Insurance
H. Bargain Sales
I. The Planned Giving Program – In House Or Outside
J. Managing And Planning For Bequests
2:30 p.m. - 3:15 p.m.
VI. Nonprofits And The Internet
A. Internet Usage
E. Technology Requirements
F. Implementation Strategies
3:15 p.m. - 3:30 p.m.
3:30 p.m. - 4:00 p.m.
VII. Internet Fundraising: Corporate
And Federal Income Tax Issues
A. State Registration
B. Sales Taxes
C. Charitable Donations
1. Charity Malls
2. Third Party Donation Sites
D. Substantiation And Disclosure
4:00 p.m. - 4:30 p.m.
VIII. Strategic Tax Planning
A. Unrelated Business Taxable Income
3. Affinity Cards
4. Agency Relationships
B. Controlled Corporations And Subsidiaries
C. Partnerships And Joint Ventures
4:30 p.m. - 5:00 p.m.
IX. Break-Out Sessions
5:00 p.m. - 5:30 p.m.
X. Executive Briefing Session
(Highlights Of The Day’s Topics)