Lifeboat Accounting’s Nonprofit Organization Seminar
Thursday, June 10th
Online via Zoom
Schedule:
10:00 to 11:00 am: Compliance check: must have policies and best practices for NFPs
We’ll start the day by taking an inventory of your organization’s policies and best practices and leave time for questions and requests for the day.
11:15 to 12:00 pm: Charitable solicitations, donor acknowledgements, and other development function pitfalls
Learn about the requirements about various types charitable solicitations, acknowledgements, in-kind gifts, and additional requirements for NFPS around fundraising events.
12:00-1:00 pm: Lunch Break
1:00 to 2:00 pm: Finance Committee and Board of Director best practices
Board and committee management can become a full-time job for NFP staff. We’ll share some best practices and suggestions for managing new member onboarding, training, communicating responsibilities, and a checklist of items to go through with your Finance Committees and Boards.
2:00 to 2:30 Introduction to UBIT (unrelated business income tax)
As NFPs look to diversify revenue post covid, some organizations may venture into taxable activities. Learn when certain activities may become taxable income.
2:30 to 3:00 pm: Roundtable & Participants Q&A
Cost: $40 for single attendee, $60 for unlimited attendees for an organization
To register, email [email protected]
Amity Ollis, CPA
Captain
Lifeboat Accounting, LLC
(603) 304-8676
Schedule a meeting: calendly.com/amityollis