Richard Pon CPA CFP* Originally released on May 6, 2026, Republished with permission of the author A qualified charitable distribution (aka QCD or The IRA Charitable Rollover ) exempts from taxable income any funds transferred (“rolled over”) from an Individual Retirement Account (IRA) to a charitable organization. The following limitations apply: Can your organization be […]
Author: Gene Takagi
Nonprofit Resources of the Week – 5/16/26
Nonprofit Resources of the Week curates timely articles, tools, and commentary to help nonprofit organizations, their leaders, and their advisors stay informed about legal developments, sector trends, and emerging issues affecting the nonprofit and philanthropic ecosystem, including those related to equity, climate change, and resilience. The series also seeks to share tools, perspectives, and sources […]
A Deeper Examination: Values and Nonprofit Governance
Nonprofits often point to their mission, their values, and their vision as the reasons for their existence. Under the purpose-driven board leadership (PDBL) model, these three characteristics set an organization’s purpose. We’ve written several posts on mission, including this one – The Mission Statement: Some New Thoughts. In an earlier post in this series, we examined […]
Nonprofit Resources of the Week – 5/9/26
Nonprofit Resources of the Week curates timely articles, tools, and commentary to help nonprofit organizations, their leaders, and their advisors stay informed about legal developments, sector trends, and emerging issues affecting the nonprofit and philanthropic ecosystem, including those related to equity, climate change, and resilience. The series also seeks to share tools, perspectives, and sources […]
A Deeper Examination: Vision and Nonprofit Governance
Nonprofits often point to their mission, their values, and their vision. Under the purpose-driven board leadership (PDBL) model, these three characteristics set an organization’s purpose. The last of these characteristics, vision, is the one that receives the least attention and likely creates the most confusion. Here’s the definition I like: An organization’s vision is a […]
Nonprofit Resources of the Week – 5/2/26
Nonprofit Resources of the Week curates timely articles, tools, and commentary to help nonprofit organizations, their leaders, and their advisors stay informed about legal developments, sector trends, and emerging issues affecting the nonprofit and philanthropic ecosystem, including those related to equity, climate change, and resilience. The series also seeks to share tools, perspectives, and sources […]
Nonprofit Resources of the Week – 4/25/26
Nonprofit Resources of the Week curates timely articles, tools, and commentary to help nonprofit organizations, their leaders, and their advisors stay informed about legal developments, sector trends, and emerging issues affecting the nonprofit and philanthropic ecosystem, including those related to equity, climate change, and resilience. The series also seeks to share tools, perspectives, and sources […]
Independent Sector Principles Panel on Advocacy
Independent Sector to Host Expert Panel on Charitable Sector Advocacy As number of nonprofits reporting participating in advocacy drops, Independent Sector will host panel to help organizations strengthen their influence and impact (WASHINGTON, April 24, 2026) – Today, Independent Sector President and CEO Dr. Akilah Watkins announced the creation of a Principles Panel on Advocacy […]
Nonprofit Governance and AI – Introduction
Many nonprofit board members recognize the impact artificial intelligence (AI) is having at their workplace and in their personal lives. But it seems that only a small percentage are taking proactive steps, or even reactive steps, in response to the implications AI may be having on the nonprofits they help govern. The board’s role is […]
Nonprofit Resources of the Week – 4/18/26
Nonprofit Resources of the Week curates timely articles, tools, and commentary to help nonprofit organizations, their leaders, and their advisors stay informed about legal developments, sector trends, and emerging issues affecting the nonprofit and philanthropic ecosystem, including those related to equity, climate change, and resilience. The series also seeks to share tools, perspectives, and sources […]