Whether dealing with issues of governance, tax compliance, or legal requirements, not-for-profits are faced with an ever-increasing pace of change. This seminar will provide exempt organizations and their advisors with practical information and how-to advice on current issues and future trends. The knowledge gained will enable your organization to thrive in today's complex not-for-profit environment and anticipate the challenges of the future.
- Identify the legal issues that affect your organization
- Find new ways to detect and deter fraud
- Add to your fund-raising strategies
- Improve your ability to deal with the media
- Maximize board operations
- Avoid tax pitfalls
- Learn the best practices of other not-for-profits
- The attendee will be able to discuss legal issues for non-profits.
- The attendee will be able to identify federal tax-exempt status.
- The attendee will be able to review best practices and current developments.
8:30 a.m. - 8:40 a.m.
I. Overview Of Tax-Exempt Status
A. General Definition
B. Types Of Exempt Organizations
8:40 a.m. - 9:15 a.m.
II. Obtaining And Maintaining
Federal Tax-Exempt Status
A. Application Process
B. Annual Reporting Process
C. Charitable Organization Registration
D. Missouri Filing And Reporting Requirements
E. Activities That May Endanger Your Tax-Exempt Status
9:15 a.m. - 10:15 a.m.
III. Legal Issues For Non-Profits
A. Corporate Liability
B. Board Fiduciary Requirements
C. Indemnification And Insurance Issues
D. Ethical Issues In Not-For-Profits
10:15 a.m. - 10:25 a.m.
10:25 a.m. - 11:10 a.m.
IV. Foundations And Planned Giving
A. Establishing Foundations
B. Planned Giving Issues
11:10 a.m. - 12:00 p.m.
V. Deterring Fraud In Not-For-Profits
A. Definitions Of Fraud
B. Characteristics Of Fraud
C. Top 10 Ways To Deter Fraud
12:00 p.m. - 1:00 p.m.
Lunch (On Your Own)
1:00 p.m. - 1:40 p.m.
VI. Lessons Learned: Boards At Work
A. Getting Boards To Act
B. Maximizing Results From Effective Board Work
C. Hands-On Exercise To Reach Consensus
1:40 p.m. - 2:20 p.m.
VII. Crisis Management/Media
A. Enhancing Organizational Strategies Through Effective Use Of The News Media
B. Planning And Preparation
C. Tips And Techniques For Working With The News Media
2:20 p.m. - 2:30 p.m.
2:30 p.m. - 3:10 p.m.
VIII. Legal Issues For Non-Profits
A. Employment Issues
B. Intellectual Property
C. Web Site Issues
3:10 p.m. - 3:40 p.m.
IX. Tax-Exempt Challenges And
A. Inurement And Intermediate Sanctions
B. UBI Issues And Answers
C. Joint Ventures
D. Debt Financing
E. Lobbying And Proxy Tax
3:40 p.m. - 4:20 p.m.
X. Best Practices And Current
A. Industry Perspectives
B. 30 Ideas In 30 Minutes
4:20 p.m. - 4:30 p.m.
XI. Questions And Answers