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Managing Your Public Facing Data
Posted by Joe Giso on Tue, Dec 20, 2016 @ 10:45 AM

We live in the information age, and for not-for-profit organizations, that can mean broader exposure for your mission, activities and your ultimate asset—goodwill.

Considerable information about not-for-profit organizations is available online, from digitized IRS Form 990 information to mission statements. Exposure to a broader audience comes with its upsides, but it also means that not-for-profit organizations have more information to manage than in years past. Reviewing the types of information available helps ensure what the public can see online reflects your organization’s objectives.

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Topics: goodwill, not-for-profit, Form 990, Joe Giso, NFP, nonprofit, copyright, trademarks, Charity Navigator, information age, public facing data, GuideStar

Appealing to Student Loan Forgiveness Could Boost Not-For-Profit Hiring Prospects
Posted by Joe Giso on Fri, Dec 2, 2016 @ 10:57 AM

Student loans are a $1.3 trillion reality for the United States, making them the second largest source of debt behind home mortgages. Nearly 40 million Americans are paying back student loans, and with the rising cost of higher education, the end of the student loan issue is nowhere in sight.

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Topics: not-for-profit, Joe Giso, NFP, nonprofit, student loans, student loan forgiveness

Highlights from the IRS Tax-Exempt and Government Entities Division 2017 Work Plan
Posted by Joe Giso on Tue, Nov 1, 2016 @ 08:01 AM
The IRS recently revealed a snapshot of its compliance strategy for the 2017 fiscal year. In late September 2016, the Tax-Exempt and Government Entities Division (TE/GE) released its 2017 fiscal year work plan summarizing results from its 2016 efforts and describing its plans for 2017.
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Topics: tax-exempt, not-for-profit, Non-profits, Joe Giso, NFP, nonprofit, TE/GE division

Manage Your Abandoned Property Audit Risk
Posted by Joe Giso on Thu, Mar 26, 2015 @ 09:02 AM

Almost every entity has unclaimed or abandoned property, be it uncashed payroll, dividend or other checks, account receivable credit balances or unclaimed real estate. If not treated correctly, your not-for-profit’s abandoned property could pose a liability to your organization in terms of financial and reputational loss. 

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Topics: Unclaimed Property Reporting, Joe Giso, unclaimed property, unclaimed property audits

Mitigate Your Risk of UBTI
Posted by Joe Giso on Tue, Jan 27, 2015 @ 02:05 PM
 
A recent report from the IRS suggests unrelated business taxable income (UBTI) for tax-exempt organizations will be a key focus of IRS scrutiny as it pursues new government revenues.
 
Not-for-profits earn UBTI from a regularly carried on trade or business that is “not substantially related” to their purpose. Activities qualify as substantially related (and therefore tax-exempt) if a causal relationship exists between the activities generating income and the accomplishment of the entity’s defined mission.
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Topics: not-for-profit, UBTI, Joe Giso

Charitable Auctions: Managing Expectations Brings Positive Results
Posted by Joe Giso on Mon, Oct 27, 2014 @ 09:34 AM

Author: Joseph Giso and Charles Ciccone

Charitable auctions – live, silent, or online – provide an opportunity to introduce your organization’s mission to the public and generate greater support, as well as attract donations of goods and services and increase revenue. It is also an easy way for a charity to convert a donor’s non-cash property to cash. But, auctions of all varieties bring compliance and risk management issues. For instance, organizations are responsible for recording all fundraising transactions and reporting on their activities – and those that fail to adequately comply may be subject to sizable IRS penalties.

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Topics: Charlie Ciccone, charitable donations, auctions, Joe Giso

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