It is always exciting to take part in the Salk Institute’s annual two-day summit, which couples the worlds of philanthropy and science through featured presentations and panel discussions. The topic I presented was Trustee Liability and Whistleblowing, specifically focusing on state and federal standards of conduct applicable to directors and trustees of private foundations. This paper further underscores best practices for these decision makers, highlighting tools to limit liability and emphasizing the importance of diligence in carrying out duties and responsibilities.
2014 Free CPE Day, Fort Worth Chapter, Texas Society of CPAs, Fort Worth, Texas
As a director, trustee, and/or officer of a nonprofit organization, you have a real responsibility to your community, the beneficiaries of your charity, and to state and federal regulators. This PowerPoint summarizes best practices for directors, trustees, and officers into comprehensive illustrations that underscore the multifaceted duties of care, loyalty, and obedience.