Mission Possible: Mastering Governance, Tax, Fundraising & Liability for Nonprofits - 6 CLE - July 24-25

ICLEF
Jun 15
2 min read

A rocket blasts skyward amid six stationary gray hot air balloons, set against a cloudy sky, symbolizing innovation and progress.

Mission Possible: Mastering Governance, Tax,

Fundraising & Liability for Nonprofits

Part of the Masters Series Summer Conference

6 CLE - Thursday & Friday, July 24-25

French Lick Springs Resort & Casino

Live In-Person Only

The West Baden Springs grand atrium. Spacious domed hotel lobby with ornate ceiling, elegant patterned carpet, and guests seated in plush chairs. Warm lighting creates an inviting atmosphere.

We are pleased to bring the Mission Possible program to the spectacular setting of the historic French Lick Springs Resort & Casino and West Baden Springs Resort & Spa! Nestled in the beautiful rolling hills of southern Indiana, it is a grand backdrop for this year's event, as part of ICLEF’s Annual Masters Series Summer Conference.

This Live In-Person Only Seminar is part of ICLEF's Masters Series and is designed as an advanced-level session for those practitioners who already have a fundamental understanding of the practice. This discussion-oriented curriculum will take you deeper into tougher, more challenging matters. Bring your questions and toughest issues too, to share with the group.

People sit around a large U-shaped table in a conference room, interacting. Warm lighting, beige walls, and patterned carpet set a formal tone.

Hosted Reception following Day 1 in the Grand Atrium of West Baden

We return to the West Baden Atrium where you and your guest can join us to unwind from the day's discussions!

Continental breakfast served before Day 2.

Casual Dress for all events.

Click Here to learn about all there is to see and do in French Lick & West Baden during your stay.

Topics:

Guiding the Mission: Smart Governance for Nonprofit Success

- Philip M.

Purcell, Discussion Leader

Formation Under State Law

• Format (nonprofit corp., charitable trust, unincorporate association)

• Organizing documents (articles, bylaws)

Formation Under Federal Law

• IRS 1023 or 1023EZ application and process

• Required policies

Benchmarks for Good Governance

• Legal compliance and disclosure

• Effective governance best practice

• Financial oversight

• Responsible fundraising

Guardians of the Mission: Understanding Liability in Nonprofit Leadership

- Tamara Weaver, Discussion Leader

• Fiduciary Duties

• Case Examples

• Procedural Issues

• Standing and Scope of Authority

• Modifications of Gift Restrictions

Mission Meets the IRS: Navigating Nonprofit Tax Challenges

- Ted R. Batson, Jr., Discussion Leader

• What’s Happening at the IRS?

• Audits

• 990 Issues

• Nonprofit Business Aspects and Questions

• Legal Defense Funds? Yes? No?

Funding the Mission: Smart Strategies for Charitable Support

- TJ. Edward Sandifer, Discussion Leader

• Donor Advised Funds

• Suitability for a Planned Gift

• Early Termination of a CRT

• HB 1081

Faculty:

Philip M. Purcell

The Salvation Army, Noblesville

Ted R. Batson, Jr.

CapinCrouse LLP, Indianapolis

J. Edward Sandifer

Planned & Major Gifts Officer, Indianapolis Zoo, Indianapolis

Tamara Weaver

Office of the Indiana Attorney General, Indianapolis

The front of the historic French Lick Springs Resort

Hotel Reservations:

Click Here to make reservations online

The Group Code & Password are both 0725ICL

Please note: set your specific arrival and departure dates to see accurate room availability. The reservation cut-off date for the preferred ICLEF rate is June 23, 2025. Requests received after this time will be accepted at the Hotel's prevailing rate, based on room type and availability.