About this Seminar
This introductory course will cover both legal and programmatic fundamentals, including best practices for designing successful programs, recruiting an effective board, developing a sustainable fundraising plan, forming a California nonprofit corporation and applying for tax exemption, and complying with ongoing tax and legal requirements. You will walk away with valuable resources, templates, tools, and tips on topics most critical to planning, forming, and growing a new nonprofit organization.
- Keys to Effective Strategic Planning and Program Development: Understanding the Why, the Mission, Goals/Objectives, the Organizational Assessment, and Evaluating Impact.
- Well-Functioning Boards: Board requirements, good governance, and roles and responsibilities.
- Resource Development in the Current Economic Environment: Creating a comprehensive fundraising plan, and the grant and donor seeking landscape.
- Corporate and Tax Compliance: Starting a nonprofit corporation, applying for tax exemption and ongoing compliance. Fiscal Sponsorship as an alternative to starting a new nonprofit organization.
Who Should Attend: Anyone interested in forming a new nonprofit organization
- General Admission: $40
If you are a CNM Member or Scholarship Recipient, please send an email to [email protected] to receive your discount code.
Optimized for the virtual environment, this 2.5-hour seminar will consist of presentations, group discussions, breakout group sessions, polls, and short breaks. This is an opportunity to do a deep dive on a new topic and leave with tools that you can put into practice immediately.
Patrick Anderson – Staff Attorney, Public Counsel
Patrick is a staff attorney with Public Counsel’s Community Development Project. He has provided corporate law as well as state and federal tax advice to a wide range of nonprofits, including healthcare providers, childcare centers, and community-based organizations. Patrick has also advised a variety of low-income entrepreneurs and businesses on issues such as contract law and choice of entity. Prior to joining Public Counsel, he was an in-house tax lawyer at an investment management firm and a tax associate at Munger, Tolles & Olson LLP, where he advised partnerships, LLCs, corporations, and tax-exempt organizations on federal and state tax issues. Patrick received his J.D. from UCLA School of Law and his B.A. from Yale University.
Alicia Avalos – Strategist, Center for Nonprofit Management
A native Angeleno, Alicia has 21 years of leadership experience in city government and several social service agencies, directing successful programs including Summer Night Lights. Most recently at Chrysalis, she was a Program Manager for a rapid rehousing program providing employment services to those who were justice-involved. At CNM, she supports the client services staff, leads client contact and service activities, and maintains good relationships with clients and colleagues. Her dual background in city government and nonprofit program management gives her experience in managing project development and implementation. Alicia holds a BA in Communications & Fine Arts from Loyola Marymount University in Los Angeles, CA.