NAAG / NASCO Annual Conference 2017 – Crowdfunding

This week, the National Association of Attorneys General (NAAG) and National Association of State Charity Officials (NASCO) held their annual meeting and conference in Washington DC. This year’s theme was “The Impact of Technology on Charities Regulation.” The agenda is available here.  National Association of Attorneys General The National...

Investor2Invest Impact Investing Event

Yesterday, Erin, Michele, and I attended Investor2Invest: An Afternoon of Connecting to Impact organized by ImpactAssets, SV2 – Silicon Valley Social Venture Fund, and Toniic. While listening to the different panels, I considered my own thoughts about impact investing. Impact Investing Impact investing used to be seen as investing...

International Grantmaking: Equivalency Determinations

Private foundations in the United States are often interested in funding promising organizations and projects that are based outside of the country. When doing so, these foundations are required to follow certain rules and procedures promulgated by the IRS to help ensure that the foreign grantees are properly using...

Webinar on Lobbying, Advocacy & Political Activities for 501(c)(3)s

On September 20, 2017, I led a free flash class with Donor Search on the basics of lobbying, advocacy, and political activities for 501(c)(3) organizations. Many nonprofits shy away from engaging in advocacy or lobbying activities, often due to confusion regarding the permissibility of such activities.  But advocacy and...