Your donors have attorneys for the money. Who’s handling the meaning? As $124 trillion passes to U.S. heirs, Cliff Thomas, CAP®, lays out three ways families can pass on their values. The gift officers who start that conversation will be the ones the next generation calls. Everyone else will hear about the gift from the estate attorney.
Nonprofit Board Liability: What Protects You and What Puts You at Risk
Volunteering on a nonprofit board can protect you. It does not excuse you. State attorneys general, the IRS, fellow directors and even the nonprofit itself can hold board members accountable. Here is who enforces the rules, what really protects you, and the four situations that create personal liability: self-dealing, overpaid insiders, ignored red flags and unpaid payroll taxes.
Nonprofit Board Fiduciary Duties: What You Actually Signed Up For
Most nonprofit board members approve a Form 990 they never read and ignore the largest gifts their organization will ever receive. That’s attendance, not governance. This guide explains what your fiduciary duties of care, loyalty and obedience require, from financial oversight and conflicts of interest to major gifts, planned giving and endowment management, plus 12 questions every board should ask.