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

Your 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.