When, Why and How You Should Be On The “Committee” Bandwagon

The last few months have been incredibly exciting…..and busy. Hence the missing blog post…..or two….or six. But I’ve definitely been busy working with organizations on a variety of different impactful issues. And something I’m incredibly excited about is the increase in the number of questions I’m getting about governance. In fact, the impetus for this [...]

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Treasury Proposes New Examples of Program-Related Investments

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A few weeks ago the Treasury Department proposed adding a few more examples of Program-Related Investments (PRI) to the Internal Revenue Code. These examples are meant to better illustrate the types of investments that qualify as a PRI and are trending with foundations. So….What is a PRI? In short, a PRI is “a loan or [...]

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“I’m Supposed To Keep Those Emails?” The Need For An Electronic Document Policy

What is That Exactly? What constitutes as an electronic document or record is massive. There’s the stuff we tend to think of like emails, databases, word processing documents and spreadsheets. But what many don’t think about are the blogs, chat room transcripts, instant messaging transcripts, voice-mails, text-messages and even deleted documents. All this has to [...]

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A Few Local Resources for Houston Nonprofits

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Maybe I was the only one that didn’t get the memo, but while doing research recently I came across a few resources  I thought it would be great to share. Don’t get too excited though. My original gripe about resources in general still holds true though!   Resource List For help with enlisting and facilitating [...]

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Presentation Slides on the Obligations and Responsibilities of a Nonprofit Board

4/2 Update: For those who were having trouble accessing the link to the full presentation and outline, it has been updated. Good Morning! Isn’t it a perfect day to be thinking about your board obligations? …..Well, I think so. And it got me to thinking about a presentation I did not to long ago, with [...]

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