Private Foundations: A practical Guide to Key Issues, Choices, and Risks

Philanthropy Southwest and the Oklahoma Center for Nonprofits, Oklahoma City, Oklahoma

160910502Consider this paper the “CliffsNotes” to the planning, creation, and operation of private foundations.  If you need to go back to the basics of charitable planning, start here.  [Looking for a reference outline on public charities?  See my paper posted in 2014 titled Article: Public Charity Basics.]

Legal Issues in the Church: Top Concerns for Keeping Your Church Out of Court

People’s Law School, Waco, Texas

140406647(1)This paper and presentation outline factors to consider when organizing and operating to avoid liability in the church.  Topics covered include organizing and insuring to protect against liability; operating to avoid liability claims arising from church conflict, personal injury, child abuse, counseling, and employment practices; and operating to avoid premises liability claims.

Alternative Operating Structures, Governance Best Practices and Fraud Risk Management

32nd Annual Nonprofit Organizations Institute, Austin, Texas

Many tax-exempt organizations utilize separate or subsidiary organizations to operate one or more charitable programs; however, undertaking this type of venture should not be done without careful planning.  Are you considering an alternative operating structure or do you want to learn more about what this charitable vehicle could do to further your charitable goals?  Use this paper and presentation as tools to guide you through the considerations and options when planning for an alternative operating structure.