Tag Archives: North Carolina nonprofit lawyer

IRS 1023 EZ

On July 1, 2014, the IRS announced its new IRS Form 1023 EZ. This form is designed to ease and expedite the application process for small organizations which project $50,000 or less in income and assets of less than $250,000 during … Continue reading

Posted in Advisory Committee on Tax Exempt and Government Entities (ACT), Exempt organization, IRS, IRS Forms, Nonprofit Organizations, North Carolina Lawyer for Nonprofits, Starting a Nonprofit, Tax, Tax exempt organization | Tagged , , , , , , , , , | Leave a comment

“Board Culture: How to Prevent a Shift in the Wrong Direction” webinar

On January 29, 2013, from 2 – 3:30 pm  I will present a webinar titled “Board Culture: How to Prevent a Shift in the Wrong Direction” in collaboration with BoardSource.    Using a “hypothetical” case study, this 90 minute low-cost webinar will offer an interactive format … Continue reading

Posted in Board of Directors, North Carolina Lawyer for Nonprofits, Training and Speaking | Tagged , , , | Leave a comment

Public Funds Bring Increased North Carolina Nonprofit Transparency

Effective October 1, 2012, North Carolina nonprofit corporations receiving more than five thousand dollars ($5,000.00) of public funding  within a fiscal year from any local, state, or Federal government shall disclose their latest annual financial statements upon written demand from any member … Continue reading

Posted in Board of Directors, Current events and comments, Exempt Organizations, Governance, Management, Nonprofit Organizations, North Carolina | Tagged , , , , , , , , | Leave a comment

Moral Leadership or Special Interest Supplicants?

A recent talk by Robert Greenstein, founder and CEO of the Center for Budget and Policy Priorities and a MacArthur Fellow, questioned the impact on the less fortunate and a social compact decimated by current federal and state budget and political battles.  He highlighted public policy challenges and choices arising … Continue reading

Posted in Advocacy and Lobbying, Current events and comments, Nonprofit Organizations | Tagged , , , , | Leave a comment

Fundraising – Harmon’s Four Trends

Jocelyn Harmon, Director of Nonprofit Services at Care2 and author of the blog Marketing for Nonprofits, recently gave the 2011 North Carolina Philanthropy Conference’s keynote address  .  Sponsored by North Carolina’s Association of Fundraising Professionals chapters,  she highlighted four trends for North Carolina’s fundraising … Continue reading

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Books – Nonprofit Financial Management

Many nonprofit board members lack financial literacy and are criticized for failing to comprehend the nonprofit accounting and related financial management needed to manage their nonprofit effectively.  Their lack of understanding often is to the detriment of their nonprofit’s mission and effectiveness.    Professor Charles Coe’s Nonprofit Financial Management: A … Continue reading

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AFP- Social Enterprise: New Face of Philanthropy

On August 11, 2011, the 7th Annual North Carolina Philanthropy Conference will be held at the Sheraton Hotel in the Research Triangle Park.  Sponsored by the Association of Fundraising Professional’s North Carolina chapters this year’s conference theme is “The New Face of Philanthropy: … Continue reading

Posted in Association Fundraising Professionals ("AFP"), Fourth Sector, Fundraising, Social Enterprise, Social Entrepreneurship | Tagged , , , , , , , , , | Leave a comment

IRS – Advisory Committee on Tax Exempt and Government Entities

The Internal Revenue Service announced my appointment to serve as one of ten new members to the IRS Advisory Committee on Tax Exempt and Government Entities (“ACT”).  The ACT consists of external stakeholders and representatives who “provide valuable feedback and insight … Continue reading

Posted in Exempt Organizations, IRS, Nonprofit Organizations, North Carolina, Tax | Tagged , , , , , , | Leave a comment

First Post

Every journey begins with a first step. So it is with my first posting.   Though I’ve taught and spoken about nonprofits often, “The Nonprofit Mentor” represents my initial effort at writing about nonprofit and exempt organizations and the nonprofit sector on a sustained basis. It is a somewhat daunting process. … Continue reading

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