Tag Archives: Emily Chan

Nonprofit Radio, March 22, 2013: IRS Sale In Aisle 403(b) & Compensation Clarity

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Evan Giller
Evan Giller
Evan Giller: IRS Sale In Aisle 403(b)

Evan Giller, a founding member of the law firm of Giller & Calhoun, explains the IRS’s 50% off-the-penalty sale for 403(b) retirement plans that are not in compliance. Many plans are not up to code and this is the year to fix the problems. We’ll talk about the common mistakes and what to do.

 

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Compensation Clarity

Our regular legal contributors, Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group (NEO) answer these questions: how do you determine what’s reasonable compensation for executives? What happens if comp is excessive? What’s the automatic penalty that kicks in if you don’t disclose benefits? Plus, we’ll do a board role play. Let’s see who chairs the meeting. (This is from the Nonprofit Radio vintage archive. Last October was a very good month.)


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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Here is the link to the audio for the show: 134: IRS Sale In Aisle 403(b) & Compensation Clarity. You can also subscribe on iTunes to get the podcast automatically.

Nonprofit Radio, December 14, 2012: Get Engaged III & Dutiful Documentation

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Amy Sample Ward
Amy Sample Ward: Get Engaged III

Amy Sample Ward is our social media scientist. She continues her series on online engagement with goal setting. How do you know if your engagement strategies are successful? We’ll talk about identifying goal areas; assigning metrics; and measuring success. Amy is membership director for the Nonprofit Technology Network (NTEN) and contributes for Stanford Social Innovation Review.

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Dutiful Documentation

Gene Takagi and Emily Chan, our legal contributors from the Nonprofit & Exempt Organizations Law Group (NEO), explain the IRS rules on what should be in all those acknowledgements you send for 2012 gifts.

 
 
 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is the link to the recording of the show: 121: Get Engaged III & Dutiful Documentation. You can also subscribe on iTunes to get the podcast automatically.

Nonprofit Radio for November 2, 2012: Grow Your Grateful Patient Program & Disaster Relief

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Interviewing Nancy Johnson and Bill McGinley at bbcon 2012
Nancy Johnson & Bill McGinley: Grow Your Grateful Patient Program

Bill McGinley, president and CEO of The Association for Healthcare Philanthropy (AHP) and Nancy Johnson, senior consultant at Target Analytics, sat with me at the bbcon conference to talk about healthcare grateful patient fundraising: why these prospects are critical and very generous; privacy concerns; and, how to start the relationship.

 

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Disaster Relief

Charities want to help Hurricane Sandy victims. In the rush to help you can’t ignore the rules around private benefit, needs assessment and documentation. You’ll be on the right path with our regular legal contributors Gene Takagi and Emily Chan, from the Nonprofit & Exempt Organizations Law Group.

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is a link to the audio: 116: Grow Your Grateful Patient Program & Disaster Relief. You can also subscribe on iTunes to get the podcast automatically.

Nonprofit Radio for October 12, 2012: End-Of-Year Campaign Coordination & Compensation Clarity

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Chris Coletta, John Murphy, Karen J. Collins and me at BBCon 2012
John Murphy, Karen J. Collins and Chris Coletta: End-Of-Year Campaign Coordination

John Murphy, CEO of Zuri Group, Karen J. Collins, Zuri’s technical strategy consultant and Chris Coletta, social media coordinator for Conservation International, were my guests at Blackbaud’s bbcon conference earlier this month. They have strategies to boost your end-of-year campaign with planning; branding; leadership; and creativity. Now’s the time!

 

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Compensation Clarity

Our regular legal contributors, Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group (NEO) answer these questions. How do you determine what’s reasonable compensation for executives? What happens if comp is excessive? What’s the automatic penalty that kicks in if you don’t disclose benefits? Plus, we’ll do a board role play. Let’s see who chairs the meeting.

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is the link to the audio podcast: 113: End-Of-Year Campaign Coordination & Compensation Clarity. You can also subscribe on iTunes to get it automatically.

Nonprofit Radio for September 28, 2012: The Law Of Attraction & Private Benefits: Not Dirty, But Bad

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Melanie Schnoll Begun

Melanie Schnoll Begun: The Law Of Attraction

To attract major gift prospects and potential board members, you have to put your best foot forward to get what you’re seeking. Melanie Schnoll Begun is managing director at Morgan Stanley private wealth management. She helps her ultra high net worth clients make charitable gifts and get on boards, but she has practical and valuable advice that applies to any charity soliciting a major gift or recruiting a board member. (Originally aired on April 20, 2012.)

Emily Chan
Emily Chan: Private Benefits: Not Dirty, But Bad

Rules against private inurement, excess benefit transactions and private benefit (don’t think “friend with benefits”), keep your charity operating for the public good. Emily Chan, from the Nonprofit & Exempt Organizations Law Group, is our monthly legal contributor and she’ll explain the rules.

 
 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is the link to the audio podcast: 111: The Law Of Attraction & Private Benefits: Not Dirty, But Bad. You can also subscribe on iTunes to get it automatically.