Crowdfunding Rap

I’m moderating a panel on crowdfunding this morning at the 20th Annual Western Conference on Tax-Exempt Organizations. In honor of the session, and thinking back to my recent trip to New York where reasonably priced Hamilton tickets were impossible to find, I wrote the following (still unfinished) rap –...

Program-Related Investments

Program-related investments (PRIs) are investments (different from strictly donative grants) made by private foundations in which: The primary purpose is to accomplish one or more of the foundation’s 501(c)(3) exempt purposes (other than testing for public safety), Production of income or appreciation of property is not a significant purpose,...

Nonprofit Fundraising Masters Conference Series

Last year, we were a Publication Partner of Darian Rodriguez Heyman‘s Nonprofit Fundraising 101. This year we’re happy to promote Darian’s Nonprofit Fundraising Masters Conference Series in Silicon Valley on Wednesday, July 27, and San Francisco on Wednesday, October 19. Tickets are just $95 – $175 depending on your budget, and registration includes access to...

Multistate Registration and Filing Portal

Currently, 39 states and the District of Columbia each require some form of periodic charity registration, which creates a substantial administrative and filing burden for organizations fundraising in multiple jurisdictions. 36 states and DC will accept the Uniform Registration Statement (URS), but that still requires an organization to file the...

Nonprofit Fundraising 101

I’ve had the pleasure of knowing Darien Rodriguez Heyman for several years and proud to be one of Nonprofit Fundraising 101‘s Publication Partners. The book was “written by and for front line practitioners and geared towards a global audience of emerging and established leaders.” “You don’t have to know all the...

Commercial Fundraiser – A Revised Definition

Beginning on January 1, 2016, a “commercial fundraiser” in California is defined as any individual, corporation, unincorporated association, or other legal entity who for compensation does any of the following: Solicits funds, assets, or property in this state for charitable purposes. As a result of a solicitation of funds, assets, or property...