Fort Worth Chapter TSCPA Free CPE Day 2016, Fort Worth, Texas
This paper and PowerPoint expand on my presentation from last month, with an added look at excess benefit transactions as related to public charities.
Fiduciary Requirements for Members of Nonprofit Boards
June 16, 2016 by Leave a Comment
Trustee Liability & Whistleblowing
May 12, 2016 by Leave a Comment
2016 Salk Institute Breakthrough Biomedical Philanthropy Seminar, La Jolla, California
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.
Minimum Fiduciary Standards for Nonprofit Directors
June 24, 2014 by Leave a Comment
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.
