Winning  Strategies  for  
Nonprofit  Compliance  
Anne  Davis  East  
5/15/14  
1pm  EDT
Your  Presenter
Anne  Davis  East  
President,  Davis  East  Consulting  
!
She  consults  in  a  suite  of  services  for...
Agenda
• Introduction  
!
• Operating  a  Non-­‐For-­‐Profit  Organization  
!
• Compliance  Issues  for  Exempt  Organiza...
Board  of  Directors
Duties  of  the  Board
• Duty  of  Loyalty  
!
• Duty  of  Care  
!
• Duty  of  Obedience
Compliance  Issues  for  Exempt  Organizations
!
!
Secretary  of  State  
!
States’  Attorney  General  
!
Department  of  Revenue  
!
Internet  Solicitation  
!
IRS
On  Going  Reporting  Requirements
• Secretary  of  State  
!
• States’  Attorney  General  
!
• Department  of  Revenue  ...
Questions?
Anne  Davis  East  
President  
Davis  East  Consulting  
!
650.823.9972  
daviseastconsulting@gmail.com  
!
!
!
!
Upcoming  Topics:  
!
Donor  Thank  You  Videos,  
Infographics,  and  Other  Fun  Ways  to  
Say  Thanks  
!
Gettin...
Winning Strategies For Nonprofit Compliance
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Winning Strategies For Nonprofit Compliance

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To maintain nonprofit good standing status, nonprofits are required to file annual or periodic reports with IRS, Secretary of State, Attorney General and State Tax Board. It is imperative that nonprofit organizations fulfill all state nonprofit compliance obligations as well as IRS obligations.

Compliance is not an option; it’s the law!

At the end of this webinar, participants will understand:

• The risks and consequences of failing to comply
• State by State compliance requirements
• Reference material to assist with nationwide compliance

Published in: Leadership & Management
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Winning Strategies For Nonprofit Compliance

  1. 1. Winning  Strategies  for   Nonprofit  Compliance   Anne  Davis  East   5/15/14   1pm  EDT
  2. 2. Your  Presenter Anne  Davis  East   President,  Davis  East  Consulting   ! She  consults  in  a  suite  of  services  for   nonprofit  organizations,  including   establishment/dissolution,  nonprofit   compliance,  united  registration  statements,   and  board  development.     ! She  has  authored  numerous  blogs  and  has   presented  seminars  and  webinars  on  board   development,  state  charity  registrations,  and   nonprofit  compliance  requirements.   ! 650.823.9972
 daviseastconsulting@gmail.com 3
  3. 3. Agenda • Introduction   ! • Operating  a  Non-­‐For-­‐Profit  Organization   ! • Compliance  Issues  for  Exempt  Organizations
  4. 4. Board  of  Directors
  5. 5. Duties  of  the  Board • Duty  of  Loyalty   ! • Duty  of  Care   ! • Duty  of  Obedience
  6. 6. Compliance  Issues  for  Exempt  Organizations
  7. 7. ! ! Secretary  of  State   ! States’  Attorney  General   ! Department  of  Revenue   ! Internet  Solicitation   ! IRS
  8. 8. On  Going  Reporting  Requirements • Secretary  of  State   ! • States’  Attorney  General   ! • Department  of  Revenue   ! • IRS
  9. 9. Questions?
  10. 10. Anne  Davis  East   President   Davis  East  Consulting   ! 650.823.9972   daviseastconsulting@gmail.com   !
  11. 11. ! ! ! Upcoming  Topics:   ! Donor  Thank  You  Videos,   Infographics,  and  Other  Fun  Ways  to   Say  Thanks   ! Getting  Your  Board  To  Fundraise https://bloomerang.co/resources/webinars

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