We are proud to highlight one of our valued clients, Confluence Rising — an organization dedicated to fostering equity, understanding, and meaningful connection across communities. Through transformative education, youth leadership programs, and conflict resolution work, Confluence Rising empowers individuals to lead change and build more inclusive environments throughout Southern California. We connected with their team […]
Exemption from federal income tax carries significant responsibilities and restrictions, especially regarding transactions with related parties, also known as “insiders.” Leaders must understand these rules to protect both their mission and their organization’s tax-exempt status. At the heart of the IRS’s oversight of insider transactions are prohibitions against private inurement and excess benefit transactions. These […]
This month, we are excited to shine a spotlight on one of our incredible clients, the Children’s Museum of Discovery (CMoD). For 25 years, CMoD has been inspiring young minds and strengthening families through hands-on play, creative exploration, and educational opportunities for all. From its roots as a small traveling program to its current role […]
The One Big Beautiful Bill (OBBB) contains several provisions that will have an impact on your donors in 2026. That means that there are tax planning techniques that can be used before the end of 2025. You can include some of this information in your year-end campaigns to encourage giving before year end. Be the […]
On Thursday, July 3, 2025, Congress passed H.R. 1, a significant tax package with implications for both taxpayers and nonprofit organizations. The bill was signed into law by the president on the 4th of July. Here are some of the major provisions that will directly impact nonprofits and their ability to serve communities nationwide. Universal […]
In April, we had the privilege of connecting with Maureen Wilmot, Chief Operating Officer for the Earthquake Engineering Research Institute (EERI). We discussed the growth and goals of the organization, those who contribute to the organization, and the programs they offer. Tell me about your organization. How did you start? How long have you […]
