Federal and State Fundraising Rules and Regulations Nonprofits Must Know
Posted on
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.
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.
(more…) …
Robin brings a wealth of experience to AAFCPAs’ clients in the areas of System & Organization Control (SOC) Reporting, Agreed-Upon Procedures, and special attestations.
Robin has specialized expertise performing quality control reviews of user entity SOC reports, including SOC 1 (SSAE 18), SOC 2, SOC 2+ and 3 attestation reporting. She has extensive experience developing SOC reports for service organizations and has a deep understanding of internal controls from a design, implementation, and testing perspective. This allows …
0
We use cookies to ensure we give you the best experience on our website. By continuing your visit, you consent to the use of these cookies. See our:
Functional cookies
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
