University of San Diego Nonprofit Governance Symposium – 2018
Date: January 14, 2018
Increasing Your Nonprofit's Revenue and Overall Social Impact
Workshop leader and speaker at annual Nonprofit Governance Symposium. This workshop explored several possible mechanisms and vehicles for cause-related collaborations between nonprofit and for-profit entities that result in increasing both organizational revenue and overall social impact. We will review successful case studies, and will also explore the appropriate structuring of such ventures between a non-profit and for-profit business including: collaborations, strategic alliances, formal joint ventures, commercial co-ventures, and how to turn corporate charitable giving into a co-marketing opportunity. This session will also highlight the importance of understanding the legal hurdles associated with such ventures, and the methods necessary to protect the nonprofit’s exempt status.
San Diego AMA Cause Conference
Date: September 8, 2017
Legal Considerations for Cause Conscious Collaborations
Keynote speaking engagement at national conference addressing the full spectrum of cause-related marketing opportunities available to businesses, as well as a discussion of how to turn corporate charitable giving into a co-marketing opportunity. Discussion of the importance of preparing for and navigating the legal obstacles to achieve cause-marketing compliance for socially conscious enterprises. Overview of various cause-related marketing vehicles for nonprofit/for profit strategic ventures.
Events with Benefits Podcast
Date: January 25, 2017
Fundraising Legal Considerations
Primary guest on nationally syndicated podcast designed to supply nonprofit staff, volunteers, event planners and more with cutting-edge event fundraising insights. Discussion of potential legal obstacles to fundraising and donor solicitations by nonprofit organizations.
University of San Diego Nonprofit Governance Symposium – 2017
Date: January 14, 2017
Do It Right From the Get Go - Legal Compliance Considerations
Workshop leader and speaker at annual Nonprofit Governance Symposium at the University of San Diego. This workshop outlined annual compliance requirements for nonprofit organizations as to IRS, Franchise Tax Board, and Attorney General filings. The workshop was intended to provide guidance to help nonprofit entrepreneurs ensure proper maintenance of tax-exempt status by providing an overview on how to reduce overall legal risks and liabilities commonly faced by nonprofit organizations. This workshop also discussed employment issues surrounding staff, volunteers and independent contractors, the necessity of internal policies and insurance coverage, common provisions that should be included in every contract, as well as, licensing and permitting requirements.
University of San Diego Nonprofit Governance Symposium – 2017
Date: January 13, 2017
Ancillary Exemptions and Compliance Considerations
Workshop leader and speaker at annual Nonprofit Governance Symposium at the University of San Diego. This presentation examined the welfare exemption requirements and application process as well as the imposition of sales and use tax on nonprofit organizations in California. The welfare exemption process can be a trap for the unwary as many nonprofits that were able to obtain exemption under 501(c)(3) find they do not meet the strict requirements set forth by the Board of Equalization.
Southern California Youth Rugby Annual Conference
Date: September 18, 2016
How to Keep Your Sports-Based Nonprofit Organization Compliant
Primary presenter at regional conference of youth rugby organizations in Southern California. This presentation outlined state and federal tax-exempt compliance requirements and other considerations specific to sports-based nonprofits organizations. The presentation included in-depth discussion of legal distinction between membership organizations and non-membership organizations in the context of sports-based nonprofits.
San Diego County Bar Association: CLE
Date: August 31, 2016
Nuts and Bolts: How to Set Up a 501(c)(3) Nonprofit Organization
Primary presenter at Continuing Legal Education Event sponsored by the San Diego County Bar Association to provide practicing attorneys with an overview of the legal requirements for obtaining tax-exempt status for clients. Presentation included discussion of the entity formation process, necessary applications and filing requirement for federal and state recognition of tax-exemption, key considerations for legal practitioners to obtain and maintain tax-exempt status for clients, and recent changes to California and federal nonprofit law.
San Diego AMA Cause Conference
Date: May 19, 2016
Cause Marketing: Taking Advantage of the Halo Effect
Keynote speaking engagement at national conference addressing the full spectrum of cause-related marketing opportunities available to businesses, as well as a discussion of how to turn corporate charitable giving into a co-marketing opportunity. Discussion of the importance of preparing for and navigating the legal obstacles to achieve cause-marketing compliance for socially conscious enterprises. Overview of various cause-related marketing vehicles for nonprofit/for profit strategic ventures.
This Week in Marketing by wsRadio
Date: March 29, 2016
Marketing With a Purpose
Primary guest on nationally syndicated radio program for discussion and interview related to legal obstacles facing socially conscious enterprises employing cause-marketing strategies. Discussion of the value of strategic partnerships and various cause-related marketing platforms for socially conscious entrepreneurs.
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