Training Hours:
- Tuesday, March 9, 1-4:30 p.m. ET
This workshop will include:
- An overview of the nonprofit universe including information about including 501(c)(3) organizations and the differences between public charities and private foundations.
- Introduction to the statues, tax codes, and legal requirements for community foundations and the consequences if not followed.
- The legal aspects of finance and administration, including the Sarbanes-Oxley Act for Nonprofits and an in-depth explanation of UPMIFA.
Topics:
- Understanding of public charity types, traditional organizations, and how public charities can function.
- The Sarbanes-Oxley Act for Nonprofits, UPMIFA and what it allows for, and fiscal sponsorship.
- Donor Advised Funds, a brief overview of the definition, exceptions and variance power, and key operation rules.
- The special rules that apply to grants given to individuals.
Group Rate:
Trainings are designed to be taken individually at a personal workstation, not in a group setting. Registration rates are per person. Group rates are for Council Members that send 5+ people from one organization, each person must be registered individually to attend. Email educate@cof.org to register a group.
Cancellation Policy:
All registration cancellations must be submitted in writing to educate@cof.org. All cancellation refunds before February 9, will incur a 25% administrative fee per registration. No refunds will be provided after February 9, 2027.