Nonprofit Governance Policies and Procedures Revisited: Trends, Developments and More

2015 TSCPA Nonprofit Organizations Conference, Dallas, Texas, (co-presented with David Rosenberg)

153834794Your foundation is up and running, you are happily serving your niche, and you have suddenly realized that you need policies and procedures in place for all the new situations arising in your day-to-day activities.  What policies do you need?  What state and federal laws should you consider?  This talking points presentation and packet of sample policies will point you in the right direction when drafting and revising your foundation’s policies and procedures.

Precursors to Effective Endowment Investing, In It for the Long Haul: Investing to Reach Your Endowment or Reserve Potential

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.

Governance and Form 990: Understanding the Why and the What

The Nonprofit Management Center of the Permian Basin, Midland, Texas

This PowerPoint kicks off by exploring the duties of care, loyalty, and obedience; runs through best practices when drafting policies, keeping corporate records, and considering other governance matters; and, finally, enters the red zone with a ‘glance’ at the Form 990, highlighting key considerations of the 11-page core form.