Moore Thoughts on Nonprofit Law
A Blog on Legal Issues Affecting Nonprofits by Darren B. Moore
Community Foundation of North Texas, Fort Worth, Texas
This presentation touches on preliminary considerations when planning for endowment investing. The development of the Law of Prudence and ‘legalization’ of Modern Portfolio Theory are illustrated, and applicable UPIA and UPMIFA rules are highlighted. Finally, drafting tips are provided and questions to consider are posed when creating policies, specifically investment policy statements.
State Bar of Texas, Governance of Nonprofit Organizations Course, Austin, Texas
How do gift restrictions come about? What if we don’t understand the restriction? What should we know about earmarked gifts? These questions and more are explored from the perspective of both the charity and the donor in this examination of key considerations arising under state and federal law with respect to gift restrictions.
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.
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