Date
Wednesday, March 15, 2023
12:00 p.m. - 1:00 p.m.
Event Description
Title
Demystifying Fiscal Sponsorship: What Sponsoring Organizations Should Consider
Presenter
Rosalie Westenskow, Attorney, Nonprofit Law Northwest, LLC
Has your organization been approached to act as a fiscal sponsor? If so, this session will walk you through some important issues to consider before signing a fiscal sponsorship agreement (“FSA”). You will learn what questions to ask a potential sponsoree, different ways to structure an FSA, what fees you can charge as a sponsor, the types of services usually included in an FSA, and how to protect your own organization and tax-exempt status if you decide to become a sponsor.
Note: This session is intended for 501(c)(3) tax-exempt nonprofit organizations who are considering acting as a fiscal sponsor to non-exempt organizations or groups. If you are an organization or group wanting to learn more about acquiring a fiscal sponsor, consider attending our other session titled: Seeking Fiscal Sponsorship: When, Why, and How Does it Help?
Automatic closed captioning via Zoom is turned on by default for all NAO virtual sessions. For other accommodation requests, please contact us at [email protected]. Advanced notice of at least 10 days is appreciated.
About the Presenter
| Rosalie Westenskow, Attorney, Nonprofit Law Northwest, LLC
Rosalie created Nonprofit Law Northwest, LLC to provide holistic, cost-effective legal services specifically for nonprofits. She loves working with the people who pour their passion into these organizations and helping them make a difference in the world. Her practice area focuses on all major issues that impact nonprofits, including compliance with IRS regulations and Oregon nonprofit law. She works with nonprofits on a wide variety of matters, including obtaining (and retaining) tax-exempt status, entering into joint ventures, asserting voting member rights, achieving an effective corporate governance structure, complying with unrelated business income tax rules, fiscal sponsorship agreements, avoiding hostile takeovers, and a variety of other matters. She has assisted a wide variety of organizations, including churches, charter, and private schools, supporting organizations, business leagues, social clubs, lobbying and political organizations, sports leagues, and many others. Rosalie graduated from Brigham Young University with a degree in journalism and summa cum laude from Lewis & Clark Law School. She is a member of the Oregon State Bar Association and the Executive Committee of Oregon’s Nonprofit Organizations Law Section and the former president of the Union County Bar Association. Rosalie loves spending time with her husband and their five young children, who are all busy, noisy, and fun. |
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Thank You Funders and Sponsors
Thank you to the following FUNDERS and SPONSORS who are supporting NAO’s online events and communications during these challenging times. Their support is vital in helping NAO to bring much-needed resources and information to Oregon’s nonprofits – thank you.
Funders: Meyer Memorial Trust, The Ford Family Foundation, M.J. Murdock Charitable Trust, Oregon Community Foundation, The Kinsman Foundation, First Interstate BancSystem Foundation, The Carpenter Foundation and The Roundhouse Foundation
Partner Sponsors: Columbia Bank, Nonstop Health, Kaiser Permanente and Nike
Friend Sponsors: Miller Nash, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors, CFO Selections
Supporter Sponsor: Nonprofit Professionals Now
Cost
$15 NAO Member
$30 Nonmember
If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event or trouble registering, contact [email protected].
Location
Online
| Price | $30.00 |