Bridging the GAAP – The Emerging Sector of Nonprofit Investment Vehicles

Join us for an insightful webinar designed to demystify the world of nonprofit investment vehicles. Whether you’re a nonprofit leader, investment officer, or board member, this session will equip you with practical strategies to maximize charitable impact while avoiding missteps that could jeopardize tax-exempt status. Learn how these structures generate the capital to execute on your charitable mission.

Learning Objectives:

• Understand the Rationale for Creating Nonprofit Investment Vehicles and the Strategic Advantages
• Identify the Steps to Properly Structure the Entity
• Discuss tax considerations - UBIT, Triggers for Foreign Filings, and Protecting the Tax-Exempt Status of the Entity

Learning Outcomes: Participants will be able to:

• Understand the rationale and strategic advantages: Participants will be able to explain the rationale for establishing nonprofit investment vehicles and articulate the key strategic advantages, including risk management, mission alignment, and capital aggregation.
• Identify the steps to properly structure the entity: Participants will be able to identify and sequence the key steps required to structure a nonprofit investment entity, including entity selection, governance considerations, and regulatory compliance requirements.
• Discuss tax considerations (UBIT, foreign filings, tax-exempt status): Participants will be able to evaluate key tax considerations impacting nonprofit investment vehicles.

This course qualifies for 1.0 CPE credit in Accounting.