Navigating Nonprofit Formation: Strategies and best practices for success (2024 edition)
Greg McRay is the founder and CEO of Foundation Group, a specialty tax and compliance firm for nonprofits, located in Nashville, Tennessee.
On-Demand: June 26, 2024
2 hour CLE
Co-Sponsored by myLawCLE
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Program Summary
Join us for an informative session on starting a nonprofit organization. We'll take you through the steps, from deciding what your nonprofit will focus on to planning its activities and making it legal. Greg McRay, the Founder and CEO of Foundation Group, will be your guide, helping you clarify your nonprofit's mission and goals. You'll also learn about the important legal requirements and paperwork needed to set up your organization correctly. Additionally, we'll share both some common mistakes to avoid and best practices to follow, ensuring that you're well-prepared for the journey ahead. Don't miss out on this opportunity to gain valuable insights and practical advice that will set your nonprofit up for success.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
- Defining purpose
- Planning programs
- The legal and organizational steps to creating a nonprofit
- Best practices and pitfalls to avoid
Closed-captioning available
Speakers
Greg McRay, EA | Foundation Group, Inc.
Greg McRay is the founder and CEO of Foundation Group, a specialty tax and compliance firm for nonprofits, located in Nashville, Tennessee. As an IRS-licensed Enrolled Agent, Greg has worked exclusively with nonprofits for almost 30 years. Under his leadership, Foundation Group has successfully helped establish over 25,000 nonprofits, earning a reputation as a national leader in the sector. Greg is recognized for his deep expertise and commitment to the nonprofit community, making him a sought-after authority in the field.
Agenda
I. Defining purpose | 2:00pm – 2:30pm
II. Planning programs | 2:30pm – 3:00pm
Break | 3:00pm – 3:10pm
III. The legal and organizational steps to creating a nonprofit | 3:10pm – 3:40pm
IV. Best practices and pitfalls to avoid | 3:40pm – 4:10pm
Credits
Alaska
Approved for CLE Credits
2 General
Alabama
Approved for Self-Study Credits
2 General
Arkansas
Approved for CLE Credits
2 General
Arizona
Approved for CLE Credits
2 General
California
Approved for CLE Credits
2 General
Colorado
Pending CLE Approval
2 General
Connecticut
Approved for CLE Credits
2 General
Delaware
Pending CLE Approval
2 General
Florida
Approved via Attorney Submission
2.5 General
Georgia
Approved for CLE Credits
2 General
Hawaii
Approved for CLE Credits
2 General
Iowa
Pending CLE Approval
2 General
Idaho
Pending CLE Approval
2 General
Illinois
Approved for Self-Study Credits
2 General
Indiana
Approved for Self-Study Credits
2 General
Kansas
Pending CLE Approval
2 General
Kentucky
Pending CLE Approval
2 General
Louisiana
Pending CLE Approval
2 General
Maine
Approved for Self-Study Credits
2 General
Minnesota
Approved for Self-Study Credits
2 General
Missouri
Approved for Self-Study Credits
2.4 General
Mississippi
Approved for CLE Credits
2 General
Montana
Approved for CLE Credits
2 General
North Carolina
Pending CLE Approval
2 General
North Dakota
Approved for CLE Credits
2 General
Nebraska
Pending CLE Approval
2 General
New Hampshire
Approved for CLE Credits
2 General
New Jersey
Approved for CLE Credits
2.4 General
New Mexico
Approved for Self-Study Credits
2 General
Nevada
Approved for Self-Study Credits
2 General
New York
Approved for CLE Credits
2.4 General
Ohio
Approved for Self-Study Credits
2 General
Oklahoma
Pending CLE Approval
2.5 General
Oregon
Pending CLE Approval
2 General
Pennsylvania
Approved for Self-Study Credits
2 General
Rhode Island
Pending CLE Approval
2.5 General
South Carolina
Pending CLE Approval
2 General
Tennessee
Approved for Self-Study Credits
2 General
Texas
Approved for CLE Credits
2 General
Utah
Approved for Self-Study Credits
2 General
Vermont
Approved for CLE Credits
2 General
Washington
Approved via Attorney Submission
2 Law and Legal
Wisconsin
Approved for Self-Study Credits
2 General
West Virginia
Pending CLE Approval
2 General
Wyoming
Pending CLE Approval
2 General
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