Overview of Nonprofit Organizations: The Basic Framework

Overview of Nonprofit Organizations: The Basic Framework, University of Texas 29th Annual Nonprofit Organizations Course, Austin, Texas, January 18-20, 2002

This seminar paper provides a basic framework for the entire nonprofit sector, explaining the differences between private foundations and public charities and briefly discussing other types of nonprofit entities. In addition, this paper lays out the various types of structures and nonprofit entities and discusses choice of form. Finally, this paper discusses end of life issues of nonprofit organizations as well.

This paper was co-presented with Professor Terri Helge of Texas Wesleyan School of Law.


Program-Related Investing

Program-Related Investing, State Bar of Texas Governance of Nonprofit Organizations Course, August 18-19, 2011

This seminar paper and presentation discuss program-related investing and program-related investments, an exception to the rule against jeopardizing investments applicable to private foundations. This paper provides the applicable law as well as giving examples of program-related investments.

Basics of International Grantmaking

Basics of International Grantmaking, University of Texas 24th Annual Nonprofit Organizations Course, Austin, Texas, January 12, 2007

This seminar paper provides an overview of the legal requirements for making grants to international recipients by both public charities and private foundations.  The paper discusses best practices for public charities including pre-grant due diligence and, written grant agreements, and periodic reporting and requirements of expenditure responsibility or equivalency determinations for private foundations.  The paper also highlights alternatives such as making grants to domestic organizations for international work.  Finally, the paper discusses compliance with anti-terrorism measures in place at the time of the writing of the paper.