All Episodes
EO Radio Show — 161 episodes
162: Legal Considerations for Nonprofit Volunteer Programs - Part 1
161: REFRESH Five Tax Traps for Business Lawyers Advising Nonprofit Organizations
160: Gift Acceptance Policies Part 3: IRS Compliance, Donor Recognition & Implementation
159: Gift Acceptance Policies Part 2: The Gift Spectrum
158: Gift Acceptance Policies Part 1: What, Why, and Who
157: A Case Study on Charitable Deduction Acknowledgment Requirements
156: New Proposed Registration Rules for California Charities
155: REFRESH Federal Tax Filing Deadlines and Penalties
154: 2026 California Employment Law Updates for Nonprofits
153: Legal Principles of Fiscal Sponsorship for Sponsoring Organizations
152: Charitable Entrepreneurs and Fiscal Sponsorship 101
151: Charities Exiting California: Paperwork, Pitfalls, and Patience
150: 2026 IRS Dirty Dozen: Key Scams to Watch For
149: Grantmaking Due Diligence: A Risk-Based Approach for Charitable Giving
148: REFRESH Election Year Issues for Private Foundations and Public Charities: Private Foundation Advocacy
147: REFRESH Election Year Issues for Private Foundations and Public Charities: Legislative Lobbying Activities by Public Charities
146: Election Year 2026: A 501(c)(3) Compliance Refresher for Charities and Private Foundations
145: Top 10 Compliance Best Practices for Nonprofits
144: Nonprofit Quick Tip: State Filings in Kansas and Missouri
143: REFRESH Loot and an Introduction to Private Foundation Rules - Part 2
142: REFRESH Loot and an Introduction to Private Foundation Rules - Part 1
141: REFRESH Key Questions To Ask When Launching a New Charitable Corporation
140: Nonprofit Basics: Creating an Employer-Sponsored Disaster Relief Charity
139: Nonprofit Quick Tip: State Filings in Montana and Nebraska
138: AI Risks and Realities for Nonprofits: Traps for the Unwary and Tips for Avoiding Them
137: Leading With AI: Nonprofit Management and Boardroom Perspectives
136: AI on a Shoestring: A Startup Nonprofits Real-Life Journey
135: Nonprofit Quick Tip: State Filings in Iowa and Idaho
134: Political Speech in The Workplace: What Nonprofit Leaders Need To Know
133: Nonprofit Quick Tip: State Filings in Mississippi and Georgia
132: Nonprofit Basics: Grant Agreements—Matching Grants, IP, Recoverable Grants & More
131: Nonprofit Basics: Grant Agreement Best Practices
130: Nonprofit Quick Tip: State Filings in Alabama and Arkansas
129: REFRESH Nonprofit Basics: Setting up a New Charity for Disaster Relief
128: REFRESH Nonprofit Basics: Charitable Support for Individuals Affected by a Disaster
127: REFRESH Document Retention Policies and Subpoenas: A Conversation on Why Good Policies Matter
126: Insights on Planned Giving from the BNY Annual Charitable Giving Report for 2024
125: Nonprofit Quick Tip: State Filings in Maryland and Pennsylvania
124: REFRESH Five Tax Traps for Business Lawyers Advising Nonprofit Organizations
123: Investing Charity and Foundation Assets in Turbulent Times With Jennifer Nelson
122: REFRESH Nonprofit Basics: Federal Tax Filing Deadlines and Penalties
121: Insider Transaction Traps for the Unwary
120: Nonprofit Quick Tip: State Filings in Virginia and West Virginia
119: Charitable Split-Interest Trust Planning with Dale Schroeder and Anneke Niemira, Part Two
118: Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part One
117: REFRESH Nonprofit Basics: Insider Transactions and Nonprofits
116: REFRESH Steps for Launching a New Charitable Corporation
115: Nonprofit Quick Tip: State Filings in South Dakota and North Dakota
114: Nonprofit Basics: IRS 10-Course Charity Workshop
113: Nonprofit Employer Return to Office Mandates: Best Practices and Litigation Risks
112: REFRESH Nonprofit Tenants and Lease Agreements Best Practices and Pitfalls to Avoid
111: REFRESH Real Estate Leasing Tips for Nonprofits
110: Nonprofit Quick Tip: State Filings in Wisconsin and Minnesota
109: Nonprofit Basics: Unrelated Business Income Tax: Debt Financed Income - Part 3
108: Nonprofit Basics: Unrelated Business Income Tax: Modifications and Exceptions - Part 2
107: Nonprofit Basics: Unrelated Business Income Tax: Basic Rules for Charities- Part 1
106: Nonprofit Quick Tip: State Filings in Illinois and Indiana
105: REFRESH Nonprofit Basics: Year-End Thoughts and New Year To-Do List
103: Nonprofit Quick: Tip State Filings in Michigan and Ohio
102: Nonprofit Basics: International Grantmaking Part 3 - Special Rules for Private Foundations
101: Nonprofit Basics: International Grantmaking Part 2 - Income Tax Withholding Rules
100: A Q&A With Exempt Organization Lawyer and EO Radio Show Host Cynthia Rowland
099: Nonprofit Basics: International Grantmaking Part 1 - Overview and Antiterrorism Rules
098: Ask a Certified Fraud Examiner Q&A
097: Nonprofit Quick Tip: Corporate Filings in Washington, D.C.
096: Fraud Risks in Nonprofit Organizations Part 3: Building an Effective Framework of Internal Controls
095: Fraud Risks in Nonprofit Organizations Part 2: 8 Steps Nonprofits Can Take Today To Mitigate Fraud Risks
094: Fraud Risks in Nonprofit Organizations Part 1: Learning From Real-Life Case Studies
093: Nonprofit Basics: Procedures for Changing Public Charity Status
092: Nonprofit Quick Tip: State Filings in Colorado and Wyoming
091: REFRESH Nonprofit Basics: Navigating the Complex Rules That Describe a Public Charity
090: REFRESH Nonprofit Basics: Director Duties and Best Practices for the Typical Nonprofit Public Benefit Corporation
089: REFRESH Nonprofit Basics: Designators, Members, Directors, Officers - The Who's Who of Nonprofit Governance
088: REFRESH Nonprofit Basics: Overview of Nonprofit Charitable Organization Types: Corporation, LLC, Trust, Association, and Fiscal Sponsorship
087: Expedited Review of IRS Applications for Recognition of Exempt Status
086: Nonprofit Quick Tip: State Filings in New Mexico and Utah
085: Back to Compliance: Reinstating Tax-Exempt Status for a Charity
084: Nonprofit Book Review: ABA Guidebook for Directors of Nonprofit Corporations
083: Nonprofit Quick Tip: State Filings in Oklahoma and Texas
082: Advice for Nonprofit Investment Committees From an Investment Advisor
081: REFRESH: Loot and Private Foundation Rules - Part 2
080: REFRESH: Loot and Private Foundation Rules - Part 1
079: IRS Dirty Dozen Warnings on Charitable Scams
078: Nonprofit Quick Tip: State Filings in Kentucky and Tennessee
077: California Regulation of Charitable Fundraising Platforms Part 2: Reporting Due Diligence Recordkeeping and Disclosure Rules
076: California Regulation of Charitable Fundraising Platforms - Part I Definitions
075: Nonprofit Quick Tip: State Filings in North Carolina and South Carolina
074: Employment Law Update for Nonprofits With Holly Sutton
073: Nonprofit Basics: Unpacking Prudent Investments, PRIs, and MRIs
072: Nonprofit Quick Tip: State Filings in Florida and Louisiana
071: Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary
070: Nonprofit Basics: Scholarship Grant Program IRS Approval Requirements
069: Quick Tip: State Filings in Rhode Island and New Hampshire
068: REFRESH Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities - Private Foundation Advocacy
067: REFRESH Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities - Legislative Lobbying and Advocacy Rules for Public Charities
066: REFRESH Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities - Candidate Campaign Intervention
065: The New Proposed Regulations on DAFs Taxable Distributions and the Penalty Tax
064: Exceptions to the DAF Definition Under the Proposed Regulations
063: New Proposed Regulations Defining Donor Advised Fund Terms
062: An Introduction to DAFs and Overview of the Newly Proposed DAF Regulations
061: In the Weeds With New Supporting Organization Regulations
060: Refresh: Setting up a New Charity for Disaster Relief
059: Nonprofit Quick Tip: State Filings in Maine and Vermont
058: Nonprofit Basics: What Nonprofits Need To Know About Expenditure Responsibility Grant Requirements
056: What Nonprofit Board Leadership Needs To Know About Internal Investigations
055: Nonprofit Quick Tip: State Filings in Massachusetts and Connecticut
054: Nonprofit Tenants and Lease Agreements: Best Practices and Pitfalls to Avoid
053: Real Estate Leasing Tips for Nonprofits
052: Nonprofit Quick Tip: Registration in New York and New Jersey
051: Nonprofit Basics: How To Withdraw a Foreign Charity From California Registration
050: Impact of California Supreme Court Case on Director Enforcement Actions
049: Nonprofit Basics: Winding up a California Charity
048: Nonprofit Data and Artificial Intelligence
047: Nonprofit Quick Tip: State Filings in Alaska and Hawaii
046: Independent Audits of Nonprofit Organizations With Douglas Cook
045: Understanding the Form 990-PF With Guest Tracy Hom
044: Charitable Bequests With Stephanie Hood
043: Nonprofit Quick Tip: State Filings in Washington and Oregon
042: Nonprofit Basics: Meeting Minutes Best Practices
041: Nonprofit Basics: Federal Tax Filing Deadlines and Penalties
040: Nonprofit Quick Tip: Nevada and Arizona Nonprofit Corporation Registration and Annual Filings
039: Hot Topic: Key Issues for Nonprofit Creditors Dealing With Distressed Businesses
038: Nonprofit Quick Tips: Secretary of State Filings in California and Delaware
037: Are You Ready? Steps for Launching a New Charitable Corporation
036: How Nonprofits Can Use New Markets Tax Credits To Achieve Financial Goals
035: Hot Topic: UPMIFA in the Context of Financial System Instability
034: Nonprofit Basics: Best Practices for Approving Insider Compensation Decisions
033: Nonprofit Basics: Conflict of Interest Policies and Best Practices for Approving Insider Compensation
032: Nonprofit Basics: Insider Transactions and Nonprofits - What's the Big Deal?
031: Nonprofit Basics: Set-Asides As Qualifying Distributions
030: Nonprofit Basics: Private Foundation Minimum Distribution Requirements
029: Nonprofit Basics: What You Need To Know About Expenditure Responsibility
028: California's New Pay Transparency Law
027: Privacy Policy Best Practices for Nonprofits
026: Nonprofit Websites and Terms of Use - Best Practices and Common Pitfalls
025: Nonprofit Basics: Year-End Thoughts and New Year To-Do List
024: Nonprofit Basics: Supporting Organizations Part 2 - Orientation for Understanding Type III Supporting Organizations
023: Nonprofit Basics: Supporting Organizations - Part 1
022: Loot and Private Foundation Rules - Part 2
021: Loot and Private Foundation Rules - Part 1
020: Copyright Issues for Nonprofits
019: Five Tax Traps for Business Lawyers Advising Nonprofit Organizations
018: Nonprofit Basics: Operating Foundation Rules
017: Charitable Contribution Substantiation Requirements and a Conversation About Art Appraisals With Sarah Vandeweerdt From Christie's
016: Basics of Impact Investing: A Conversation About Investment Policies and Evaluation Metrics for ESG Investors
015: A Deeper Dive Into Insurance Topics for Nonprofits Special Events Coverage and Considerations When Making Claims
014: Nonprofit Basics: Insurance Coverage for the New Nonprofit
013: Nonprofit Basics: Document Retention Policies and Subpoenas and a Conversation With Aviva Gilbert on Why Good Policies Matter
012: Hot Topics: Risk Management for Cybersecurity
011: Nonprofit Basics: Amending Nonprofit Corporation Bylaws
010: Nonprofit Basics: Setting up a New Charity for Disaster Relief
009: Nonprofit Basics: Charitable Support for Individuals Affected by a Disaster
008: Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities Part 3: Private Foundation Approaches to Policy Advocacy Allowed by the Internal Revenue Code
007: Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities - Part 2 Legislative Lobbying Activities by Public Charities
006: Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities - Part 1 Candidate Campaign Intervention
005: Nonprofit Basics: Navigating the Complex Rules That Describe a Public Charity
004: Internal Investigations for Nonprofits: A Means of Identifying and Addressing Misconduct Before the Regulators Come Calling
003: Nonprofit Basics: Director Duties and Best Practices for the Typical Nonprofit Public Benefit Corporation
002: Nonprofit Basics: Designators, Members, Directors, Officers: The Who's Who of Nonprofit Governance
001: Nonprofit Basics: Overview of Nonprofit Charitable Organization Types
000: Welcome to EO Radio Show