
Mark Your Calendar: #GivingTuesdayNow is Tomorrow
Charitable GivingOver the past few weeks, it has been easy for the days to blur together—with schedules important for stability but also keeping our socially distant lives accordingly mundane. But tomorrow, May 5, 2020 is an important day to note, promote,…

Listen to my Latest Radio Interview: Charitable Giving During COVID-19
Charitable GivingRecently I had the chance to speak with Jeff Stein the News and Program Director at News/Talk 1540 KXEL. We chatted about charitable donations to nonprofits in this age of COVID-19. Because there are so many financial challenges affecting both…

Private Foundations: Avoid Jeopardizing Investments
NonprofitsPublic charities and private foundations are both classified as 501(c)(3)s by the IRS. However, the different nonprofit operating structures come with different benefits, requirements, and challenges that can make navigating compliance difficult.…

The Importance of Discussing Your Estate with Your Family
Estates & Estate PlanningOne of the worst-case estate planning scenarios for any family is in-fighting which results from avoidance of estate planning conversations. Often this avoidance arises from not wanting to risk offending a relative.
I’ve known some couples…

When do Nonprofits Need to File Form 990 in 2020
NonprofitsMost people have Tax Day earmarked in their minds like a birthday or federal holiday (typically it's April 15, although with the nationwide COVID-19 pandemic the IRS pushed the due date for filing income taxes back to July 15, 2020). Nonprofit…

Be a Better Board: Training on 10 Basic Responsibilities of Nonprofit Boards
NonprofitsWhile many nonprofit operations have shifted in some way or another during COVID-19, organizations do need to prep for a post-pandemic world. An ad hoc approach or reliance on what worked in the past may no longer be a strategic path forward.
I…
