As readers of this blog may be aware, I’m a big fan of the governance model known as Purpose-Driven Board Leadership (PDBL). If you’re not familiar with PDBL, it follows four basic principles: It’s ...

Stay informed of the week’s notable events and shared resources with this curated list of Nonprofit Resources of the Week.

Last month, the California Lawyers Association Nonprofit Organizations Committee hosted Audrey Rowe from the State of California Franchise Tax Board (FTB) to discuss updates to the FTB’s system and ...

Stay informed of the week’s notable events and shared resources with this curated list of Nonprofit Resources of the Week. Special recognition: May 1st was both International Workers’ Day and Law Day ...

In an impromptu news conference in the Oval Office, Mr. Trump confirmed that he was potentially seeking to pull Harvard’s tax-exempt status, in an apparent act of retaliation for the university’s ...

I moderated a session titled “Advocacy in a Post-Election Year” at the 2025 Western Conference on Tax Exempt Organizations (WCTEO) held in Los Angeles at the end of February. The panelists were Eric ...

The following are just some of the many highlights from day one of the 2025 Western Conference on Tax Exempt Organizations (WCTEO). As with all of our posts capturing highlights of events, my ...

Editor’s Update (11/21/24): The Republican-controlled House of Representatives passed H.R. 9495 this morning 219-184 mostly along party lines. The bill now moves to the Senate for its consideration.

We have previously written about prudent investment rules that apply to charities with respect to their institutional funds (including endowment funds) under the Uniform Prudent Management of ...