A Primer on the Rules Governing Charitable Non-Profit Organizations
| Faculty: | David G. Samuels |
| Production Date: | March 3 2009 |
| Prerequisites: | None |
Description
The role of charitable, nonprofit organizations has become an increasingly important one in our society. The diversity and strength of the nonprofit sector is uniquely American and covers a wide range of institutions including libraries, museums, religious organizations, schools and colleges, hospitals and health care organizations. David Samuels delivers an informative program on the rules governing tax-exempt status for these different organizations. This is a great course for those wanting to gain a basic knowledge in the area of nonprofit law.
Learning Objectives:
I. Explain the history of the non-profit sector.
II. Be aware of the different Internal Revenue Codes.
III. Draft a charter.
IV. Understand the difference between a practice and a charter.
V. Know the difference between private and public charities.
VI. Understand compensation limitations.
Instruction Method: Self-Study
User Reviews
Barbara (pittsburgh, PA)
Great presentation!!!
James (Sandy, UT)
I loved it. I am trying to set up a private foundation and it answered many of my questions.
VALENTIM (BRIARWOOD, NY)
Informative
Sandra (Wilmette, IL)
Very Instructive
Brad (South Jordan, UT)
good info.
Michael (Forest Hills, NY)
excellent lecture
William E. (Alameda, CA)
excellent
Michele (White Plains, NY)
speaker was engaging, clear, and concise
Daryl (Seattle, WA)
A little too monotone, but great substance.
derryl (yucaipa, CA)
good basic information
Jamey (Golden, CO)
Great information.
Debra (West Richland, WA)
A new subject matter for me, so it was very informative.
Adam (Bothell, WA)
As a primer, the content was excellent. I will be looking for more courses from Mr. Samuels.
Richard (Seattle, WA)
Effective, easily readable slides
Jane (New York, NY)
Very helpful, need more in this area
Frank (Newport News, VA)
Pretty good overview of topic -- informative but a tad dry
Brian (Orlando, FL)
slide materials were excellent
Kathryn (Williamsburg, VA)
very informative
Bryan (Chicago, IL)
excellent refresher on nonprofit corps and tax exempt rules
Richard (Vienna, VA)
An excellent primer on the subject, delivered by a presenter who knows the field well.
Matthew (Staten Island, NY)
Provided a very good basic understanding. I had no significant prior knowledge.
Mark (Sandy, UT)
good info on non profits
Stella (Hawthorne, CA)
This might help some of the organizations I donate funds
Jose (North Miami Beach, FL)
Great
Charles (Rochester, NY)
very well presented
Larry (Jackson, TN)
good overview for general practiioner
Joseph J. (Nyack, NY)
Excellently well organized lecture very well presented. Excellent content.
Heather (New York, NY)
Very interesting and well organized.
David (New York, NY)
Very effective overview.
Kelvin (Chicago, IL)
Very thorough and substantive presentation. Energy great and knowledge was excellent
Melissa (Dana Point, CA)
Very helpful!
Brock (Denver, CO)
Superb.
Bill (Hinsdale, IL)
It provided a good general overview of the subject
elizabeth (new york, NY)
The speaker was competent, substantive and interesting. Nice job!
rudolph (Glen Cove, NY)
Very informative, easy to follow.
Edmond (sylmar, CA)
very good
Tiffany (Thornton, CO)
Fantastic overview of the law relating to nonprofits.
Thomas (Klamath Falls, OR)
This course gives a good overview of 501(c)3's.
Jeremy (Charlottesville, VA)
Interesting topic, with a lot of good information
Julia (Seattle, WA)
Well-done overview.
Alain (NewYork, NY)
Very concise presentation; informative, clear and well structured course
Alexander (Dallas, TX)
Great!
Alan (Alexandria, VA)
Mr. Samuels presented the material in an easily understandable format with personal anecdotes. He had some very good real-life examples from his experience that explained the best practices in the area of non-profit governance. A very interesting introduction to this area of the law.
Steven J (Gates Mills, OH)
Your customer orientation is great!
Mark (Jacksonville, FL)
Very good presentation for non-experts with enough substance to keep it interesting.
Benjamin (Dallas, TX)
Excellent program!
Diedra (Sisters, OR)
Very convenient way to earn CLE!
Emmett-John (Puyallup, WA)
Substance is outstanding.
Gwinda (Fort Worth, TX)
Very informative. I would highly recommend this course to anyone associated with a nonprofit.
Sue (Alexandria, VA)
very good
Foy (Norfolk, VA)
A great introduction to charitable non-profit law. Interesting material. Great presentation.
Mei (NYC, NY)
Simple and easy and good presentation. Concise to the point. Thanks.
Jean (Gig Harbor, WA)
Great information.
Linda (Victoria, TX)
This is a very informative course on non-profit organizations, whether you intend to form one or just sit on the board of one.
Jack (Virginia Beach, VA)
As a board member of a charity, every attorney who is involved with charities as board members or managers, should take this seminar.
Richardson (West Orange, NJ)
Good
Gary (Portland, OR)
Good.
Susan (Springfield, OR)
Very Good.
Erik (Grand Junction, CO)
Good overall overview, especially for a first exposure.
Lindsay (Salt Lake City, UT)
I found the subject material interesting.
Theressa (Florence, KY)
Very refreshing.
George (Brooklyn, NY)
great course
Charles (Poulsbo, WA)
Motivating and good material.
Donald (Atlanta, GA)
A good summary of state and federal requirements to establish and operate a fully compliant non-profit entity and obtain the necessary tax exemption under IRC 501 (c) 3.
Charles J. (Rome, NY)
I will be able to apply this course in my practice.
Lesley (East Rockaway, NY)
Excellent presentation - impressive speaker.
Michael (Ashland, OR)
excellent
Paul (New York, NY)
Excellent basic course. As a board member and CPA, I found it quite informative.
Scott (Alexandria, VA)
An excellent course for those interested in the topic!
Sylvia (Memphis, TN)
Great basic course.
Frank (Verplanck, NY)
Content was excellent; hitting on important, relevant points.
Patricia S. (W. Bradenton, FL)
really good.
David (Jonesboro, GA)
Very informative and excellent presentation.
Byard (Stanwood, WA)
good information in a logical format
Brian K. (Everett, WA)
Good review material
Emerald (New York, NY)
Well organized basic information
Dave (Seattle, WA)
good overview. slides could have been more complete.
Julie (Centreville, AL)
As an attorney who sits on the Board of a newly formed 501(c)(3) and generally does not practice in this area, this presentation gave wonderful tips on what to look out for so that we maintain our tax exempt status. Thank you!
Shaune (Woodbridge, VA)
very informative
Laura (Lynchburg, VA)
This is such a good overview as federal and state issues and combining elements for drafting. Great big picture view of the importance and maintenance of nonprofits.
William (East Brunswick, NJ)
good
Susan (DPO AP, IT)
good introduction to charitable organizations. The speaker was most helpful when he gave examples of violations of the regulations and laws being discussed.
Lori (Vienna, VA)
Fabulous overview for the uninitiated.
Michelle (Virginia Beach, VA)
Lots of good substance on this issue.
Elliot (Seattle, WA)
Course presenter demonstrated background in field
Young Ki (New York, NY)
Great primer on nonprofits
Jonathan (Washington, DC, DC)
This was a helpful and informative program. I appreciate the time that went into preparation. Simple and straightforward...
Steven (Fruit Heights, UT)
Good
Stephen (Seattle, WA)
Wish it could have been a 1.5 hour credit course with more info. Lots of useful information for an introductory course.
John Q (Bridgewater, VA)
very good
Pamela (Syosset, NY)
Good general presentation.
Ralph (Valrico, MA)
Obviously a highly qualified speaker. Very well presented and concise.
Erik (Arlington, VA)
nicely done
Hilary (Abingdon, VA)
Extremely informative and delivered in a manner comprehensible to novices in the field.
SANDRICE (HOUSTON, TX)
Subject matter covered very well.
Tom (Montgomery, TX)
Good information and well presented. It was good to cover the basics.
Janice (Temple Terrace, FL)
The speaker gave excellent "primer" on a very involved subject. Thanks!
Axel (Summit, NJ)
Very good overview of charities and private foundations.
Courtland (San Diego, CA)
Very efficient and professional presentation. I found it a little dry, but packed with specific references and details about the non-profit world. I would very much recommend this course.
Alexander (Niles, IL)
excellent overview of charitable non-profits. really provides useful background
TIMOTHY (Centerville, UT)
Good, solid overview into the laws governing non-profits and public charities.
Sally (Fort Benning, GA)
excellent course!
Peter (Matteson, IL)
Everything I should Have known (even though I don't practice in this specific area), but was too lazy to seek out. Mr. Samuels truly knows the subject matter. Highly recommended.
John (SHREWSBURY, NJ)
Very informative and well presented.
James (New York, NY)
Interesting discussion. Extremely well presented. Excellent speaker. Clear and to the point.
Amy (Naperville, IL)
As someone who is not familiar with this area of practice, this was a very informative program. I found it helpful and hope to use the info I learned in the future.
Randall (West Palm Beach, FL)
Well-organized and informative.
Richard (Washington, DC)
The speaker covered a lot of information. I was well organized and presented. I would be interested in hearing the speaker cover the topics associated with the management and operation of non-profit, non-charitable organizations.
Dale (Pearland, TX)
Good information.
Juliet (Arlington, VA)
Important for those who advise charities, but also those who serve and contribute to non-profit charities.
Sandra E. (Tallahassee, FL)
The speaker's experiences in this area of the law made the course more meaningful.
George (Middletown, MD)
Excellent!
Michael (New York, NY)
I am particularly interested in the prohibitions on political conduct and the requirement that for 501(c)(3)s more than one third of funds raised have to be raised, essentially by marketing the charity.
Tina (New York, NY)
excellent overview of nfp corps
Robert (Richmond, VA)
I found this course very informative in spite of the limited time. This has prompted me to consider further research due to the fact that I have many clients who have requested assistance on incorporating a non-profit organization.
Kenneth (alexandria, VA)
Should be a required course for newly admitted attorneys.
Alison (New York, NY)
Excellent course; useful information; cogent and balanced presentation
Craig (Santa Rosa, CA)
First rate introduction to this area of law.
joan (Bodega Bay, CA)
all board members should have to take this course.
Ronald (Houston, TX)
Good review
Delwyn (St. Louis, MO)
Excellent, especially on the five basic standards for Charitable Non-profit Organizations presented in a simple manner which can be conveyed to clients.
Laura (Gibsonia, PA)
Mr. Samuels gave a great overview of the topic.
Jeffrey (Johnson City, TN)
I appreciated the speaker and the helpful written materials. The "split-screen" format where you follow the slideshow and the speaker simultaneously is good.
Yvonne (Colorado Springs, CO)
Excellent summary of the role of charitable, non-profit organizations in our society, and excellent course overall.
Lorenzo (Bartlett, TN)
Excellant course.
Henry (New York, NY)
Knows his stuff, very helpful update
Jason (San Francisco, CA)
Wonderful overview of non-profit law. A great primer.
jason (rochester, NY)
great cle great speaker terrific topic and very relevant to me
C. Richard (Glen Allen, VA)
David Samuels is totally solid. I work from time to time with tax exempts, but this overview was just excellent. Many pieces fell into place. Outstanding.
Todd (New York, NY)
great lecture.
Peter (White Stone, NY)
very interesting
Jennifer (Nashville, TN)
It made it much more interesting to hear about actual cases for each subject he covered.
Shara (San Francisco, CA)
Excellent overview of rules governing charitable non-profits.
John (New York, NY)
Very useful.
David H. (Richmond, VA)
Very good concise coverage of a niche area of the law.
Keith (New York, NY)
Very solid. Very substantive. The presenter clearly knows this area well.
Beverly (Fairfax, VA)
A very useful, informative, and concise presentation -- one of the best that I've seen.
Tracy (Burtonsville, MD)
Good primer on qualifications for nonprofit status.
Karla (Arlington, VA)
Very helpful.
joseph (new york, NY)
excellent presentation
Robert (Salem, VA)
This course was really first class. It was easy to follow with the Speaker following the written materials.
Gregory (McLean, VA)
A bit tedious but that is the nature of the materials. Good outline.
Charles (Arlington, VA)
Sell done!
Dennis (Arlington Heights, IL)
Good summary of basic information.
Edmund (New York, NY)
Excellent breakdown of filing requirements for 501(c)(3) status and review of private and public chartities
Marie (New York, NY)
As the course title says, this was a good, basic overview of charitable non-profit organizations
Cameron (Philadelphia, PA)
This did not get into any specifics that would be helpful for a practitioner. very general.
Vicki (Dallas, TX)
This is a good fundamental course that addresses both basic law and matters most key to executives of non-profits, i.e., compensation.
Gail (Virginia Beac h, VA)
The instructor gave a couple of examples within his presentation which I always find helpful.
Eric (Earlysville, VA)
very good
Steven (Washington, DC)
very substantive ...
Robert (Miami, FL)
Very good overview.
bonnie (seaside park, NJ)
good
Gary (Brooklyn, NY)
good overview of rules and issues
Anthony (New York, NY)
Very good analysis of public versus private foundations,and compenstaion issues.
Danette (New York, NY)
very straight forward - clear and concise
William (Willsboro, NY)
Excellent introduction/summary.
Robert (Rye Brook, NY)
helpful
Evan (Dallas, TX)
clear and useful
Edward P. (Stowe, VT)
Good program, although it got bogged down a little bit on "inureing" matters and on difference between "foundations" and charitable corporations - too technical - but otherwise strong knowledgeable presentation.
Robert (Buffalo, NY)
a good primer for those that do not practice in the area.
Howard (CARLE PLACE, NY)
It was highly informative without being overly technical
Phillip (Kingsville, TX)
I needed this for a favor I need to do for community leaders. I feel even more confident about it now.
Susan (Boston, MA)
Mr. Samuels made a boring topic interesting.
Linda (Houston, TX)
Good overview - would like to have had more discussion of small nonprofits - e.g. all-volunteer organizations
Laura (New York, NY)
Very clear, very thorough.
Anne (New York, NY)
quite a lot of emphasis on compensation issues, but excellent overall survey and clear presentation.
Arnold ( New York, NY)
This was great as an overview. It would be a good iea to have a more detailed course
Jason (New York, NY)
Speaker did a good job of directing the course at those who do not have much nackround in this area.
Connie (Chicago, IL)
Excellent!
Michael (Herndon, VA)
appreciate the focus on private inurement and intermediate sanctions
Diane (Front Royal, VA)
Lots of useful information. Thanks.
Laurance (Lisle, IL)
Outstanding and concise.
Michael (Alexandria, VA)
Very helpful and well thought out presentation. I wished you spoke in detail about private benefit, though. Thanks.
Lawrence (New York, NY)
Incredible amount of information in an hour, all relevant and well presented.
Annelle (SYRACUSE, NY)
The speaker did a great job explaining a difficult subject.
Elizabeth (Cleveland, OH)
very basic
Thomas (New York, NY)
Good program, a field of particular interest for me
isaac (new york, NY)
very good primer
James (Syracuse, NY)
Fantastically boring!
Lewis (Elmira, NY)
I know the area,but Atty Samuels made it interesting.
Stephen (Boca Raton, FL)
Good overall class.
Robert (Milford, NH)
Superb presentation. Clear, cogent and comprehensive.
Edward (Chicago, IL)
clear, crisp and pleasant presentation of the subject
Laura (Western Springs, IL)
Best course I listened to!
Brian (Chicago, AL)
Good and comprehensive
Charles (Albany, NY)
Best 1-hour course of all I took this cycle. Informative, useful and well-organized. Kudos to Mr. Samuels.
Jenny (Itasca, IL)
Dry speaker, but good content.
Thomas (Evanston, IL)
Very organized and specific materials presentation. Content excellent.
Michael (Chicago, IL)
The seminar was excellent. I look forward to other seminars presented by this speaker.
Terrence (Chicago, IL)
Good.
Kay (Long Grove, IL)
Good basic background information.
Melissa (Chicago , IL)
great presentation, this speaker was very organized and easy to follow
Frank (Chicago, IL)
you can always when speaker knows his stuff
WILLARD (THE WOODLANDS, TX)
good intro course for non-profits
Thomas (Garden City, NY)
Very informative....
Barbara (Forest Hills, NY)
Good presentation of the material, clear explanations.
David (New York, NY)
Interesting and informative.
Brian (White Plains, NY)
Need citations to the laws...
James J. (Santa Ana, CA)
A good primer.
James (Florham Park, NJ)
Informative. -James Amalfitano, Esq.
steven (Boston, MA)
outstanding review of subject
Yolanda (Chicago, IL)
Excellent
Michelle (Woodridge, IL)
Very knowledgeable speaker. Good overview given of the topic for those who don't specialize in this area of law.
Lori (chicago, IL)
I sit on 2 non-profit boards and found the material very helpful.
Robert A. (Rochester, NY)
A good speaker
Cynthia (Pacifica, CA)
Great presentation!
Julius (belle harbor, NY)
Very interesting
Darwin (Roselle, IL)
excellent
Joel (Chicago, IL)
Excellent!!
Tony (Chicago, IL)
Excellent Presentation.
Carlos (Spring, TX)
very clear and concise overview.
Kenneth (Hoboken, NJ)
Very good overall.
Maria (Floral Park, NJ)
Very relevant to Board members on non-profit organizations.
MIchael (Pittsfield, MA)
Very nice presentation.
karina (Fort Lee, NJ)
interesting new topic
James (New York, NY)
Very useful
William (Tallahassee, FL)
This speaker really did a good job of explaining this complicated area. He was very articulate and knowledgeable and I liked the way he linked the I.R.S. in on everything. I will be on the lookout for these issues if I come across people wanting to set up or be involved in these organizations.
Frank (Rochester, NY)
clear, relevant, informative and on target.
Alex (new york, NY)
Thank you for a quality seminar.
Nancy L. (Ramsey, NJ)
good information
Joseph (Boca Raton, FL)
Excellant course. Well presented
Savonala (Durham, NC)
good basic primer.
Daniel (New York, NY)
Excellent professor; excellent program; very informative and thorough
Sherry (Clovis, CA)
Good Program and speaker!
G. Justin (Marina del Rey, CA)
Informative and I would like more seminars on entity formation like this one.
Thaddeus (San Francisco, CA)
Good overview for anyone seeking basics of nonprofit entities - e.g. serving on a board.
Soumya (Arlington, VA)
Informative and practical course
Jonathan (Durham, NC)
Interesting. Speaker did a good job of presenting information
Brian (New York, NY)
The course was informative and provided clear written materials.
Derrick (Jericho, NY)
very informative. I had several questions which were answered about the difference with state vs. federal issues, formation, and how to form a board correctly.
Victor (New York, NY)
excellent
Beverly (Charlotte, NC)
Good primer for the uninitiated.
Mitchell (Jupiter, FL)
Good basic course.
Kathryn (Falls Church, VA)
Good materials. Tx for sharing insight and experience of many years.
Lester (Colleyville, TX)
The speaker's clarity of knowledge made the subject matter easy to understand.
Stephen (Chattanooga, TN)
Interesting
Augustine (Elmwood, TN)
Excellent overview of a very difficult and complex area.
Catherine (Colorado Springs, CO)
I can't remember seeing any other one hour seminar with such complete and relevant information-
Nelson (New York, NY)
Very informative
Angela (Altamonte Springs, FL)
Nice to have this topic covered.
Sandra Jean (Tallahassee, FL)
Very thorough
Hallie (Memphis, TN)
Very good primer.
Allan (Williamsville, NY)
excellent
Ronald (Montclair-Dumfries, VA)
Great overview of the topic.
Christian (Alexandria, VA)
Solid beginner's presentation
Bill (Philadelphia, PA)
I am on the Board of three non-profits; I learned more about this material in the last hour than I have in years of community board service. Drop dead excellent. Thanks!
Kirkland (Arlington, VA)
clear, concise, informative
Delfin (Bowie, MD)
Very educational
Jill (Fairfax, VA)
Great course -- please offer intermediate/advanced courses in nonprofit law!
Carlos (Centreville, VA)
Well organized information for someone like me who does not have prior background in this area.
Charles (Burke, VA)
Excellent presenation by Mr. Samuels.
Elisabeth (Centreville, VA)
very interesting.
Albert (Wayne, NJ)
Good course!
Coleman (Richardson, TX)
Exdcellent.
Marguerite (Arlington, VA)
Good overview!
Miguel (Orlando, FL)
very practical and concise, yet good information offered.
george (New York, NY)
Terrific job
Jeffrey (New York, NY)
Crisp, clear overview of a rather technical subject--excellent for lawyers new to the field.
Russell (Norfolk, VA)
Outstanding in all respects!
Lee (Fullerton, CA)
excellent organization and presentation of applicable rules
James (Los Angeles, CA)
Good introduction to charities
Janet (Chicago, IL)
Very clear presentation of issues.
Jeffrey (Piper City, IL)
nice overview of the subject, particularly re: compensation
Lynnann (New York, NY)
excellent presentation of the basics of nfp; very well-organized materials that paralleled course perfectly
Kristine (Georgetown, TX)
good review
Virginia (Winder, GA)
Very well organized presentation
Jerry (Central Islip, NY)
very informative
John (Tampa, FL)
Appreciated help from Mr. Bochart.
Michael (Mahwah, NJ)
An excellent overview of the subject. Straightforward, clear, and practical.
Aaron (Park Ridge, IL)
concise & informative with good examples (United Way, Scientology, etc.)
Steven (Tinley Park, IL)
Good overview of this area of the law. Good lecturer.
Helen (Champaign, IL)
great intro to charitable/ non-profit organizations. Very helpful
Angela (Chicago, IL)
Interesting and informative
Kenneth (Chicago, IL)
Interesting information in an area of the law that I am not familiar.
Jackie (Ellicott city, MD)
Very helpful.
Kristen (Washington, DC, DC)
Informative class. Thanks
Stephen F. (Niles, IL)
His thorough knowledge of the intricacies of this area of the law and its practical application were impressive!
James (Chicago, IL)
nice presentation, very informative, laid a nice understanding of the workings of non-profit organizations
Tim (South Elgin, IL)
great primer on the subject
Amy (Victorville, CA)
I liked the automatic slide show.
grace (buffalo, NY)
Excellent overview!
George (austin, TX)
well done
Glenn (Babylon, NY)
difficult topic but very good presentation
Peter (Garden City, NY)
Excellent presentation, balancing overview with detail, and staying on track with time.
Edward (Arlington, VA)
None
Price: $40.00
Purchase Course (For CE Credit)Earn CLE Credits
General Credits
| State | Credits |
|---|---|
| AZ | 1.00 |
| CA | 1.00 |
| CO | 1.00 |
| HI | 1.00 |
| IL | 1.00 |
| ND | 1.00 |
| NJ | 1.00 |
| NY | 1.00 |
| PA | 1.00 |
| TN | 1.00 |
| TS | 1.00 |
| UT | 1.00 |
| WA | 1.00 |
Course ( Free )