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

1. Winning Strategies for
Nonprofit Compliance
Anne Davis East
5/15/14
1pm EDT

2. Your Presenter
Anne Davis East
President, Davis East Consulting
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She consults in a suite of services for
nonprofit organizations, including
establishment/dissolution, nonprofit
compliance, united registration statements,
and board development.
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She has authored numerous blogs and has
presented seminars and webinars on board
development, state charity registrations, and
nonprofit compliance requirements.
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650.823.9972
daviseastconsulting@gmail.com
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3. Agenda
• Introduction
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• Operating a Non-­‐For-­‐Profit Organization
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• Compliance Issues for Exempt Organizations

4. Board of Directors

5. Duties of the Board
• Duty of Loyalty
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• Duty of Care
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• Duty of Obedience

6. Compliance Issues for Exempt Organizations

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Secretary of State
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States’ Attorney General
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Department of Revenue
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Internet Solicitation
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IRS

9. On Going Reporting Requirements
• Secretary of State
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• States’ Attorney General
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• Department of Revenue
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• IRS

10. Questions?

11. Anne Davis East
President
Davis East Consulting
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650.823.9972
daviseastconsulting@gmail.com
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12. !
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Upcoming Topics:
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Donor Thank You Videos,
Infographics, and Other Fun Ways to
Say Thanks
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Getting Your Board To Fundraise
https://bloomerang.co/resources/webinars