Program Details
2025-07-29 13:00:00
Over 1,000+ webinars
Course Overview
2025-07-29 13:00:00
3h CLE Credits
Intermediate
3
1:00 pm - 2:00 pm ESTThis session covers the essential steps for establishing a 501(c)(3) organization, from drafting compliant governing documents to navigating IRS Form 1023 applications. Attendees will learn about maintaining exempt status, understanding political activity restrictions, avoiding audit triggers, and managing multi-state compliance obligations.
Gregory A. Nielsen
Stephanie Robbins
Heather Lyster
Greg McRay 2:10 pm - 3:10 pm ESTExplore the contractual relationships that allow projects to leverage an existing nonprofit’s tax-exempt status without forming their own 501(c)(3). This session examines Model A and Model C structures, weighs benefits against limitations for both sponsors and projects, and provides guidance on crafting strong fiscal sponsorship agreements.
Gregory A. NielsenStephanie RobbinsHeather LysterGreg McRay 3:20 pm - 4:20 pm ESTNavigate the complex landscape of federal tax law governing charitable contributions, including deductibility limits, documentation requirements, and non-cash gift valuation rules. This session also addresses multistate charitable solicitation registration, donor-advised funds, restricted gifts, and current audit triggers and enforcement trends.
Gregory A. NielsenStephanie RobbinsHeather LysterGreg McRayGregory Nielsen is a sought-after speaker and consultant committed to helping leaders and organizations translate vision into reality. He is an accomplished nonprofit CEO and military veteran who previously served as an officer and attorney in the United States Army.
Stephanie Robbins draws on her decade-long experience with the Internal Revenue Service to advise clients on complex tax laws and processes regulating tax-exempt organizations, including their lobbying and political activities.
Heather Lyster advises nonprofit clients on the complex and wide range of laws applicable to tax-exempt organizations engaged in public interest, policy advocacy, and political activities.
Greg McRay is the President and CEO of Foundation Group, with a professional background in tax and accounting and extensive experience working with nonprofit organizations since the early 1990s.
Gregory Nielsen is a sought-after speaker and consultant committed to helping leaders and organizations translate vision into reality. He is an accomplished nonprofit CEO and military veteran who previously served as an officer and attorney in the United States Army.
Stephanie Robbins draws on her decade-long experience with the Internal Revenue Service to advise clients on complex tax laws and processes regulating tax-exempt organizations, including their lobbying and political activities.
Heather Lyster advises nonprofit clients on the complex and wide range of laws applicable to tax-exempt organizations engaged in public interest, policy advocacy, and political activities.
Greg McRay is the President and CEO of Foundation Group, with a professional background in tax and accounting and extensive experience working with nonprofit organizations since the early 1990s.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
