Navigating Nonprofit Formation: Strategies and best practices for success (2024 edition)

Greg McRay
Greg McRay | Foundation Group, Inc.

Greg McRay is the founder and CEO of Foundation Group, a specialty tax and compliance firm for nonprofits, located in Nashville, Tennessee.

On-Demand: June 26, 2024

2 hour CLE

Tuition: $195.00
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Program Summary

Join us for an informative session on starting a nonprofit organization. We'll take you through the steps, from deciding what your nonprofit will focus on to planning its activities and making it legal. Greg McRay, the Founder and CEO of Foundation Group, will be your guide, helping you clarify your nonprofit's mission and goals. You'll also learn about the important legal requirements and paperwork needed to set up your organization correctly. Additionally, we'll share both some common mistakes to avoid and best practices to follow, ensuring that you're well-prepared for the journey ahead. Don't miss out on this opportunity to gain valuable insights and practical advice that will set your nonprofit up for success.

Key topics to be discussed:

  • Defining purpose
  • Planning programs
  • The legal and organizational steps to creating a nonprofit
  • Best practices and pitfalls to avoid

Closed-captioning available

Speakers

Greg McRay_myLawCLEGreg McRay, EA | Foundation Group, Inc.

Greg McRay is the founder and CEO of Foundation Group, a specialty tax and compliance firm for nonprofits, located in Nashville, Tennessee. As an IRS-licensed Enrolled Agent, Greg has worked exclusively with nonprofits for almost 30 years. Under his leadership, Foundation Group has successfully helped establish over 25,000 nonprofits, earning a reputation as a national leader in the sector. Greg is recognized for his deep expertise and commitment to the nonprofit community, making him a sought-after authority in the field.

Agenda

I. Defining purpose | 2:00pm – 2:30pm

II. Planning programs | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. The legal and organizational steps to creating a nonprofit | 3:10pm – 3:40pm

IV. Best practices and pitfalls to avoid | 3:40pm – 4:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
2 General

Arkansas

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 General

Receive CLE credit in Florida via reciprocity
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 General

Kansas

Pending CLE Approval
2 General

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Maine

Approved for Self-Study Credits
2 General

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for Self-Study Credits
2.4 General

Mississippi

Approved for CLE Credits
2 General

Montana

Approved for CLE Credits
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
2 General

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Approved for Self-Study Credits
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Approved for Self-Study Credits
2 General

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law and Legal

For CLE course attendance credit, Washington state attorneys must self-apply to the Washington State Bar. myLawCLE will supply Washington state attorneys with the self-application package and instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
2 General

West Virginia

Pending CLE Approval
2 General

Wyoming

Pending CLE Approval
2 General

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