Capacity Building Event

Lifeboat Accounting's Nonprofit Organization Seminar

Presented by: Lifeboat Accounting, PLLC

10:00 to 11:00 am: Compliance check: must have policies and best practices for NFPs

We'll start the day by taking an inventory of your organization's policies and best practices and leave time for questions and requests for the day.

11:15 to 12:00 pm: Charitable solicitations, donor acknowledgements, and other development function pitfalls

Learn about the requirements about various types charitable solicitations, acknowledgements, in-kind gifts, and additional requirements for NFPS around fundraising events.

12:00-1:00 pm: Lunch Break

1:00 to 2:00 pm: Finance Committee and Board of Director best practices

Board and committee management can become a full-time job for NFP staff. We'll share some best practices and suggestions for managing new member onboarding, training, communicating responsibilities, and a checklist of items to go through with your Finance Committees and Boards.

2:00 to 2:30 Introduction to UBIT (unrelated business income tax)

As NFPs look to diversify revenue post covid, some organizations may venture into taxable activities. Learn when certain activities may become taxable income.

2:30 to 3:00 pm: Roundtable & Participants Q&A

Cost: $40 for single attendee, $60 for unlimited attendees for an organization

To register, email lifeboatcpa@gmail.com or visit Lifeboat Accounting's website.

Date/Time: Thursday, June 10, 2021 - 10:00am to 3:00pm
Location: Online

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