Record Keeping / Disclosure

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Posted on July 17, 2014

This is part four of an eight part webinar series that provides general legal information about operating a 501(c)(3) tax-exempt, nonprofit corporation. This webinar covers the recordkeeping requirements for nonprofits, including IRS requirements, and best practices for keeping and maintaining other important organizational records.

Presenter: Mark Hoenig, Esq., Weil, Gotshal & Manges

Click here to view the webinar.

Posted on January 23, 2013

Nonprofits have significant obligations to register before they ask for contributions and to acknowledge donations when received. These rules vary by state and can be traps for the wary.

During this one hour webinar, our speaker helps nonprofits understand:

• Who needs to register to solicit donations?
• In what states do you need to register when you have a website?
• How do you create a simple system to acknowledge donations?
• What paperwork should be kept to verify acknowledgements?

Presenter: Robyn Miller, Pro Bono Partnership of Atlanta

Posted on December 7, 2011

The new IRS 990 Form and the Sarbanes-Oxley Act both address the question of document retention for nonprofits. Adopting and enforcing a written document retention policy is a best practice your organization may want to adopt.

Please note that in addition to the legal disclaimer above, this article contains information that is based, in whole or in part, on the laws of the District of Columbia. As a result, the information may not be appropriate for organizations operating outside the District of Columbia.

Posted on December 7, 2011

Keeping good minutes in board meetings is more than just a good idea. It’s required! Click here to learn more.

Please note that in addition to the legal disclaimer above, this article contains information that is based, in whole or in part, on the laws of the District of Columbia. As a result, the information may not be appropriate for organizations operating outside the District of Columbia.

Posted on December 7, 2011

Georgia law requires certain nonprofit organizations to allow public access to their records and meetings. Learn who must comply with the Sunshine Laws and what these laws require.

Posted on December 7, 2011

How does your organization deal with the value of benefits, goods or services given to a donor in exchange for a donation? This publication will teach you how to deal with this and other tricky issues involving written acknowledgements and disclosures.

Posted on December 6, 2011

This e-alert sets forth the IRS rules about what information you must make available for public inspection, such as your Form 990s and 1023 form.

Please note that in addition to the legal disclaimer above, this article contains information that is based, in whole or in part, on the laws of the District of Columbia. As a result, the information may not be appropriate for organizations operating outside the District of Columbia.

Posted on December 6, 2011

Even if your organization already has its 501(c)(3) status, the IRS can still take it away unless you do the right things. This guide covers activities that may jeopardize a charity’s exempt status, tax returns or notices that must be filed, recordkeeping, changes to be reported to the IRS, required public disclosures and resources for public charities.