Donor Disclosure Rules: Newest Changes Nonprofits Need To Know

Nonprofit compliance expert Rex Porter will explain the recent Supreme Court decision, state responses, and their effect on your organization. You will learn what changes you may need to make to your donor reporting procedures.

What You'll Learn

  • What are the current federal grant reporting and recordkeeping requirements?
  • How do state donor disclosure rules affect your organization?
  • What is the impact of the recent Supreme Court decision?
  • How have states responded to the Supreme Court ruling?
  • What next steps and future actions should you take?
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INFORMATION
Training Overview

New Donor Disclosure Rules - Learn how the new Supreme Court decision and subsequent state actions affect your organization.

Nonprofits across the country are scrambling to adapt to the broad impacts of the July 1 Supreme Court ruling that California violated the First Amendment by requiring nonprofit organizations to declare their donors.

Charitable organizations may still need to provide some state attorneys general with information regarding their largest donors. Donor relations, recordkeeping, and reporting modifications are essential requirements. You need to ensure your organization’s compliance while protecting the privacy of donors to the extent allowed.

  • What are the current federal grant reporting and recordkeeping requirements?
  • How do state donor disclosure rules affect your organization?
  • What is the impact of the recent Supreme Court decision?
  • How have states responded to the Supreme Court ruling?
  • What next steps and future actions should you take?
Recommended Audience
Who Should Attend?
  • Nonprofit chief executives
  • Board members
  • Executive directors
  • Chief financial officers
  • Controllers
  • Legal counsel
  • Senior management
  • Program directors
  • Financial staff
  • Compliance managers
  • Donor relations managers
  • Marketing managers
  • Major gift directors
  • Communications managers
  • Directors of philanthropy
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials
About

Expert Presenter

Rex L. Porter
  • Principal and founder of Porter Group LLC, a premier national federal grant funding and compliance consulting service
  • 25-year career in federal grants management
  • Served as a federal grants official, grant-funded organization executive director, and local government project manager
  • Retired Air Force officer
  • Holds master of business administration and master of science in systems management degrees
  • Certificates in nonprofit management, and program and contract management

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