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Federal and State Fundraising Rules and Regulations Nonprofits Must Know

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Alexander Aronson Finning CPAs, in collaboration with Lawyers Clearinghouse, invites you to attend a complimentary “Community Investment Series” Seminar.
Participants will discuss: Charitable Solicitation Statutes; The Uniform Registration Statement (URS); Internet Solicitations (i.e. a “Donate Now” button); and How States are Enforcing State Laws Governing Solicitation of Money.
When
October 23, 2014
8:30 am – 11:00 am
Where
Boston Private Bank & Trust Company
Ten Post Office Square, Boston
2nd Floor, Great Room
Speakers

Robin Kelley, Partner, AAFCPAs
Joshua England, Nonprofit Advisor, AAFCPAs
RSVP
Call 617.912.3919 or
Email communityinvestment@nullbostonprivatebank.com
by October 20, 2014
please include “October 23, 2014” in the subject line;
please note: registration is required for security clearance.
Agenda
8:30 am – 9:00 am Breakfast and Networking
9:00 am – 11:00 am Presentation
A buffet of pastries, fruit, juices, coffee and tea.
There are many changes to fundraising rules and regulations and AAF strongly encourages you and your colleagues to attend and stay informed.

About the Authors

Joshua England, Tax Attorney
Joshua England, LLM, Esq.
Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors.
Robin Kelley CPA
Robin Kelley, CPA, CITP, CGMA, CSPM, CCSFP
Robin is a leader of AAFCPAs’ Managed Accounting Solutions practice, providing strategic finance and accounting guidance, and leveraging state-of-the-art cloud-based solutions to support clients’ most critical business and operational processes.  She provides high-level CFO oversight and strategic planning, enabling clients to drive efficiency, reduce the cycle it takes to close books, and develop better benchmark and baseline financial processes to meet regulatory requirements and achieve growth in revenue & profits. Robin advises many organizations in meeting grant & lender compliance requirements, and identifying and addressing risks within their internal control environment.

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