Conflict of Interest Policies, Organizing Documents, Form 1023 Applications, Governance, and More
Guiding a new nonprofit through formation and Form 1023 can be a challenging and intimidating process. You need to know what the IRS is looking for in the exemption application, and be sure that your governing documents and policies are up to par. This guide covers the gamut of critical issues that counsel for new 501(c)(3) organizations must be prepared to confront. Ensure your ducks are in a row before you file - register today!
Review exemption requirements and get tips for starting off on the right foot.
Get step-by-step guidance on articles of organization, bylaws, and conflict of interest policies
Discover strategies for drafting strong governance policies.
Walk through the Form 1023 application and learn how to spot and avoid red flags.
Learn what it takes to maintain exemption status and get prepared for Form 990.
Assessing Exemption Requirements and Preparing to File
Drafting Key Provisions That Must be in Organizing Documents
Governance Best Practices
Obtaining Exemption; Filling Out Form 1023, Step by Step
SUSAN ALEXANDER OTT is an attorney practicing with the firm of Owen & Conley, LLC. She is a former hospital administrator and development officer with law practice experience in nonprofit law, business law and healthcare law. Ms. Ott has functioned as a governance, planning and fund development consultant for many regional nonprofits and is currently acting executive director of the Foundation to Advance Public Health Through Certification. She has lectured extensively and produced articles on various topics related to nonprofit structure, governance, compliance, grantsmanship and conflict of interest avoidance. For more than 20 years, Ms. Ott has served as a member or as an officer on many local nonprofit boards and professional associations and has raised, or assisted others to raise, millions of dollars from public and private sources for western Pennsylvania health and welfare projects. She offers pro bono legal services as a member of Volunteer Lawyers for the Arts, is the vice president of the Health Law Section of the Allegheny County Bar Association, is a member of the Westmoreland County Bar Association, and is a member of the Pittsburgh Planned Giving Council. Ms Ott is a guest lecturer for Duquesne University School of Law Community. She earned her B.S. degree, cum laude, and a Master of Public Health degree from the University of Pittsburgh and her J.D. degree from Duquesne University.
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