Wiley Nonprofit Authority

An invaluable guide to the outcome-based tools needed to help nonprofit organizations increase their effectiveness The Nonprofit Outcomes Toolbox identifies stages in the use of outcomes and shows you how to use specific facets of existing outcome models to improve performance and achieve meaningful results. Going beyond the familiar limits of the sector, this volume also illustrates how tools and approaches long in use in the corporate sector can be of great analytical and practical use to nonprofit, philanthropic, and governmental organizations. An outstanding resource for organizational and program leaders interested in improving performance, there is nothing else like this work currently available. • Shows how to identify and set meaningful, sustainable outcomes • Illustrates how to track and manage with outcomes • Offers guidance in assessing capacity, and using outcome-based communications • Features a companion Web site with the tools found in this book Providing the tools and explanations needed to achieve program success, this book is a complete resource for the nonprofit, governmental, or philanthropic professional striving for greater effectiveness in programs or organizations.

A complete guide to the financial requirements a nonprofit organization must follow to indefinitely maintain the volume and quality of their services. An organization may have plenty of capacity in the long run, but in the short run, donor restrictions and limited financing options are constraining. Here-and-now liquid assets are the only resources available. “Finance Fundamentals for Nonprofits: Building Capacity and Sustainability” shows how to measure a nonprofit organization's financial capacity in different time frames and how to measure its ability to sustain capacity in each case. • Explains how nonprofits differ from businesses and how they promote values-centered management • Reveals how to improve financial capacity and sustainability • Written by a nonprofit scholar Filled with real-world case studies and actionable advice relating financial health to financial capacity and sustainability, this book is essential reading for every nonprofit professional.

A timely look at effective use of social network analysis within the telecommunications industry to boost customer relationships. The key to any successful company is the relationship that it builds with its customers. This book shows how social network analysis, analytics, and marketing knowledge can be combined to create a positive customer experience within the telecommunications industry. • Reveals how telecommunications companies can effectively enhance their relationships with customers • Provides the groundwork for defining social network analysis • Defines the tools that can be used to address social network problems A must-read for any professionals eager to distinguish their products in the marketplace, this book shows you how to get it done right, with social network analysis.

A hands-on guide to the most pertinent and critical legal issues facing those who lead and manage tax-exempt colleges and universities Nonprofit Law for Colleges and Universities is a practical, accessible guide to nonprofit law as it is specifically applicable to exempt colleges and universities, and their related entities, such as fundraising foundations, endowment funds, supporting organizations, for-profit subsidiaries, and limited liability companies. • Topics discussed will include governance, endowment funds management, the annual reporting requirements, and the unrelated business rules • Written by the country's leading authorities on tax-exempt organizations • Features essential, practical legal information in easy-to-understand English • Presented in question-and-answer format, divided according to major topic areas that are of interest to those who lead and manage tax-exempt colleges and universities Designed for the management and leadership of colleges and universities, as well as others working in the higher education field, such as lawyers, accountants, and fundraising/development personnel, Nonprofit Law for Colleges and Universities allows readers to easily search for and find answers to questions, putting all the information they need right at their fingertips.

Now part of a two-volume set, the fully revised and updated second edition of “The Wiley-Blackwell Handbook of Infant Development, Volume 2: Applied and Policy Issues” provides comprehensive coverage of the applied and policy issues relating to infant development. • Updated, fully-revised and expanded, this two-volume set presents in-depth and cutting edge coverage of both basic and applied developmental issues during infancy • Features contributions by leading international researchers and practitioners in the field that reflect the most current theories and research findings • Includes editor commentary and analysis to synthesize the material and provide further insight • The most comprehensive work available in this dynamic and rapidly growing field

Why commercial-style branding doesn't work for nonprofits-and what does. Taking its cue from for-profit corporations, the nonprofit world has increasingly turned to commercial-style branding to raise profiles and encourage giving. But it hasn't worked. Written by a longtime industry insider, this book argues that branding strategies borrowed from for-profit companies hasn't just failed but has actually discouraged giving. But why does branding-a well-developed discipline with a history of commercial success-fail when applied to nonprofits? “The Money-Raising Nonprofit Brand” argues that commercial-style branding is the wrong tool applied in the wrong way to the wrong industry. • Offers a real-world fundraising strategies that work in the nonprofit world • Disabuses readers of the dangerous notion that commercial-style marketing works in the fundamentally different nonprofit world • Written by an industry insider with 25 years of experience raising funds for many of the most successful nonprofits in the world Nonprofit fundraising is a fundamentally different world-financially, emotionally, and practically-than commercial marketing. Here, the author explains why commercial marketing strategies don't work and provides practical, experience-based alternatives that do.

SOFR Futures and Options is the practical guide through the maze of the transition from LIBOR. In the first section, it provides an in-depth explanation of the concepts involved: • The repo market and the construction of SOFR • SOFR-based lending markets and the term rate • The secured-unsecured basis • SOFR futures and options and their spread contracts • Margin and convexity Applying these insights, the second section offers detailed worked-through examples of hedging loans, swaps, bonds, and floors with SOFR futures and options, supported by interactive spreadsheets accessible on the web. The gold standard resource for professionals working at financial institutions, “SOFR Futures and Options” also belongs in the libraries of students of finance and business, as well as those preparing for the Chartered Financial Analyst exam.

A practical, proven system for finding, applying for, and winning grants for your small business. This year alone, there is at least $350 million worth of grant money available for small businesses. But plenty of small businesses will miss out on that money because they either don't know it's there or don't know how to get it. Written by a consultant who helps individuals, local governments, and nonprofits find and receive grant money, Find Grant Funding Now! provides proven, step-by-step guidance on applying for and win the grant money they need to succeed. Utilizing the simple five-step process that the author successfully uses for her own clients, this is virtually the only book on the market dedicated to helping small businesses get grants. It features a wealth of valuable resources and even a customized Grant Readiness Assessment Tool that helps entrepreneurs and small business owners make sure they're fully prepared before they file the paperwork. • Includes a proven and effective Five-Step Prosperity Process for finding and landing grants • Features sample forms, checklists, budgets, merit reviews, 30-and 60-day grant project management plans, and more • Written by the founder of a full-service funding firm that helps entrepreneurs, communities, universities, trade associations, and cooperatives obtain grant funds from governments and foundations If you need cash to start or expand your small business, “Find Grant Funding Now!” offers a practical system that gets real results.

The "Tax Translator" offers much needed advice and guidance on tax compliance for institutions of higher learning College and university officials often are unaware of their institutions' tax obligations. Especially for institutions without designated tax compliance officers, the consequences of such ignorance can devastating. Based on its author's decades of experiences as a tax manager at three universities, this handbook was written for all university staff involved with tax compliance-from the account clerk in the Accounts Payable Department, up through vice presidents, controllers, treasurers and directors. Steve Hoffman explains the core principles and practices that inform current tax policy and develops a framework for building a system for effective tax compliance, reporting and filing. • Satisfies the urgent demand for timely, authoritative advice and guidance on a area of increasing concern for colleges and universities • Sheds new light on the impact of current tax obligations for both four-year and community colleges, which are often left out of the discussion • The Federal Government has recently stepped up its enforcement of tax law compliance for colleges and universities.

The second edition of “The Cochrane Handbook for Systematic Reviews of Interventions” contains essential guidance for preparing and maintaining Cochrane Reviews of the effects of health interventions. Designed to be an accessible resource, the Handbook will also be of interest to anyone undertaking systematic reviews of interventions outside Cochrane, and many of the principles and methods presented are appropriate for systematic reviews addressing research questions other than effects of interventions. This fully updated edition contains extensive new material on systematic review methods addressing a wide-range of topics including network meta-analysis, equity, complex interventions, narrative synthesis, and automation. Also new to this edition, integrated throughout the Handbook, is the set of standards Cochrane expects its reviews to meet. Written for review authors, editors, trainers and others with an interest in Cochrane Reviews, the second edition of “The Cochrane Handbook for Systematic Reviews of Interventions” continues to offer an invaluable resource for understanding the role of systematic reviews, critically appraising health research studies and conducting reviews.

Effective strategies for non-profit entities in a profit-based world Joint Ventures Involving Tax-Exempt Organizations examines the procedures, rules, and regulations surrounding joint ventures and partnerships, emphasizing tax-exempt status preservation. Revised and updated to align with changes made to numerous tax codes and laws within the last year, this supplement offers expert interpretation and practical guidance to professionals seeking a complete reference, including an analysis of impact of the "siloing" of the UBIT rules, the new Opportunity Zone Funds which will incentivize investors in designated census tracts, inter alia. Sample documents enable quick reference and demonstrate real-world application of new laws and guidelines. The discussion delves into planning strategies that can be applied to joint ventures and partnerships while maintaining tax-exempt status, and which joint ventures are best suited for a particular organization. Widely accepted business strategies for profit-based entities, joint ventures, partnerships, and alliances are increasingly being used by nonprofits in need of additional financial support in challenging economic environments. This book provides invaluable guidance to appropriate planning and structuring while complying with tax-exemption guidelines. • Identify the most appropriate transactions for nonprofit organizations • Recognize potential problems stemming from debt restructuring and asset protection plans • Reference charitable organization, partnerships, and joint venture taxation guidelines • Understand which joint venture configurations are best suited to tax-exempt organizations Joint ventures and partnerships are currently employed by a variety of not-for-profit organizations while maintaining their tax-exempt status. Hospitals, research laboratories, colleges and universities, charter and special-needs schools, low-income housing developments, and many others are reaping the benefits of joint venture participation-but without careful planning and accurate interpretation of current laws, these benefits can be erased by loss of tax-exempt status. Joint Ventures Involving Tax-Exempt Organizations provides practical, up-to-date guidance on realizing the full benefits and avoiding the hazards unique to nonprofit organizations.

Portfolio Design—choosing the right mix of assets appropriate to a particular investor—is the key to successful investing. It can help you accumulate wealth over time, while cushioning the blow of possible economic downturns. But in order to successfully achieve this goal, you need to be familiar with all of the major asset classes that go into modern portfolios and learn how much they add to portfolio diversification. Thoughtful asset allocation provides discipline to the investment process and gives you the best chance of building and safeguarding wealth. Wharton Professor Richard C. Marston, 2014 recipient of the Investment Management Consultants Association's prestigious Matthew R. McArthur Award, will guide you through the major decisions that need to be made when designing a portfolio and will put you in the best position to balance the risk-reward relationship that is part of this endeavor. “Portfolio Design” is to be read by investment advisors. The book is rich in information about individual asset classes, including both traditional assets like stocks and bonds as well as alternative assets such as hedge funds, private equity, real estate, and commodities. So it should appeal to all sophisticated advisors whether or not they are trying to qualify for one of the major investment designations. In fact, the book is designed to be read by any advisor who is as fascinated as Marston by the investment process.

When designing spaces for individuals with Autism, there are specific design strategies that can be employed to create optimal spaces that can have a positive impact on special learning and sensory needs. “Interior Design for Austism from Adulthood to Geriatrics” gives designers the exact information they need to implement these design strategies in their own projects. Projects covered relate specifically to the age ranges from adulthood through geriatric age, including workplaces, clinical settings, and nursing homes. The main neurofunctions of Autism are covered along with specific design techniques that can be used to address each one. Information on toxins and material selection is also included.

A completely revised and expanded one-volume legal resource for tax-exempt healthcare organizations A complete and up-to-date legal resource for tax-exempt healthcare organizations and their advisors, this Fourth Edition, equips you with a comprehensive, one-volume source of detailed information on federal law covering tax-exempt healthcare organizations. The Fourth Edition of this practical, down-to-earth book tackles complex legal issues by providing you with plain-English explanations and the appropriate legal citations for further research. • Revised with new discussions on healthcare reform, the Affordable Care Act, IRS initiatives, executive compensation, commercial activity by tax-exempt organizations, political campaign activity, charitable reforms, governance, restrictions on supporting organizations, intermediate sanctions, and much more • Provides detailed documentation and citations, including references to regulations, rulings, cases, and tax literature • Includes an exhaustive index allowing for quick and easy reference • Offers annual supplements to keep readers apprised of the latest developments affecting tax-exempt healthcare organizations Written by leading experts in the fields of healthcare and nonprofit law, this comprehensive and vital resource has been completely revised and updated to present a clear view of complicated legal and tax issues.

Unique insights to implement big data analytics and reap big returns to your bottom line. Focusing on the business and financial value of big data analytics, respected technology journalist Frank J. Ohlhorst shares his insights on the newly emerging field of big data analytics in Big Data Analytics. This breakthrough book demonstrates the importance of analytics, defines the processes, highlights the tangible and intangible values and discusses how you can turn a business liability into actionable material that can be used to redefine markets, improve profits and identify new business opportunities. • Reveals big data analytics as the next wave for businesses looking for competitive advantage • Takes an in-depth look at the financial value of big data analytics • Offers tools and best practices for working with big data Once the domain of large on-line retailers such as eBay and Amazon, big data is now accessible by businesses of all sizes and across industries. From how to mine the data your company collects, to the data that is available on the outside, “Big Data Analytics” shows how you can leverage big data into a key component in your business's growth strategy.

Get fifty years of industry-defining expertise in a single volume. “John Bogle on Investing” is a compilation of the best speeches ever delivered by one of the 20th century's towering financial giants. Individually, each of these speeches delivers a powerful lesson in investing; taken together, Bogle's lifelong themes ring loud and clear. His investing philosophy has remained more or less constant throughout his illustrious career, and this book lays it out so you can learn from the very best. You'll learn what makes a successful investment strategy, consider the productive economics of long-term investing, and how emotional investment in financial markets is often counterproductive enough to forfeit success. Bogle discusses the "fiscal drag" of investing, and shows you how to cut down on sales charges, management fees, turnover costs, and opportunity costs, as he unravels a lifetime's worth of expertise to give you deep insight into the mind of a master at work. John C. Bogle founded Vanguard in 1974, then in the space of a few years, introduced the index mutual fund, pioneered the no-load mutual fund, and redefined bond fund management. This book wraps up the essence of his half-century of knowledge to deepen your understanding and enhance your investment success. • Learn why simple strategies are best • Discover how emotions can ruin the best investment plan • Examine the universality of indexing in the financial markets • Minimize the costs-financial and otherwise-associated with investing John Bogle is still in there fighting, still pushing the industry onward and upward. Take this rare opportunity to have industry-shaping expertise at your fingertips with John Bogle on Investing.

The ultimate insider guide to managing your nonprofit effectively and protecting its mission-all in one affordable collection This e-book bundle demystifies nonprofit laws and financial responsibilities, providing you with the expert advice to financially manage your nonprofit effectively and understand its complex legal issues. Written by renowned nonprofit leaders Bruce Hopkins, Thomas McLaughlin, and Laurence Scot, the Nonprofit Law and Finance Essentials e-book collection equips you to meet and manage your nonprofit's legal and financial obligations with step-by-step guidance, practical tools, and concrete strategies. • Fundraising Law Made Easy/Bruce R. Hopkins-features the ins and outs of fundraising law from nonprofit law authority Bruce Hopkins • Streetsmart Financial Basics for Nonprofit Managers, Third Edition/Thomas A. McLaughlin-presents plain-English direction for reading, interpreting, and implementing financial data • The Simplified Guide to Not-for-Profit Accounting, Formation & Reporting/Laurence Scot-offers a wealth of solid information for understanding nonprofit financial transactions, financial statements, and internal and external reports Learn how constitutional law, governance, and IRS audit practices pertain to charitable fundraising. Make management decisions that ensure your organization's long-term financial viability. Navigate unique nonprofit accounting rules. It's all at your fingertips with Wiley's Nonprofit Law & Finance Essentials e-book set, equipping you with the tools to manage money and mission.

The Authoritative M&A Guide for Financial Advisors “Buying, Selling, & Valuing Financial Practices” shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns. From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to: • Master the concepts of value and valuation and take this issue "off the table" early in the negotiation process • Utilize advanced deal structuring techniques including seller and bank financing strategies • Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come • Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging “Buying, Selling, & Valuing Financial Practices” will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins-buyer, seller, and clients.

Everything you need to implement Objectives and Key Results (OKRs) effectively. “Objectives and Key Results” is the first full-fledged reference guide on Objectives and Key Results, a critical thinking framework designed to help organizations create value through focus, alignment, and better communication. Written by two leading OKRs consultants and researchers, this book provides a one-stop resource for organizations looking to quantify qualitative goals and ensure each team focuses their efforts to make measureable progress on their most important goals. You'll learn how OKRs came to be and how leading companies use them every day to help teams and employees stretch their thinking about what's possible, build their goal-setting muscles and achieve results that reflect their full potential. From the basic framework to a detailed dissection of best practices, this informative guide walks you through real-world implementations to help you get the most out of OKRs. OKRs help employees work together, focus effort, and drive the organization forward. Key results are used to define what it means to achieve broad, qualitative goals, and imperatives like "do it better" are transformed into clear, measureable markers. From the framework's inception in the 1980s to its popularity in today's hyper-competitive environment, OKRs make work more engaging and feature frequent feedback cycles that enable workers to see the progress they make at work each and every day. This book shows you everything you need to know to implement OKRs effectively. • Understand the basics of OKRs and their day-to-day use • Learn how to gain the executive support critical to a successful implementation • Maintain an effective program with key assessment tips • Tailor the OKRs framework to your organization's needs “Objectives and Key Results” is your key resource for designing, planning, implementing, and maintaining your OKRs program for sustainable company-wide success.

Navigate M&A accounting arbitrations with insider perspective. “M&A Disputes” takes you inside the dispute resolution process to help you put together the many "moving parts" necessary to obtain a successful outcome. With deep insight from experts in the field-including valuable advice from the arbitrator's perspective-this book guides you through the entire process to explore the variables at work. The high volume of M&A transactions makes post-closing price adjustment provisions and accounting arbitrations a critical part of doing business. Yet, the field is opaque to non-practitioners and important issues can be easily misunderstood without specific knowledge and experience. A resulting award can make or break a transaction; an intimate understanding of the process's inner working can help you plan your position to the greatest advantage. This book explores the many factors that that contribute to a successful resolution across the entire transaction life cycle from contract negotiation through the dispute phase including due diligence, determination of the target net working capital, conception and closing of the purchase agreement, post-closing negotiation and dispute resolution, the impact of accounting practices, guidance, and documentation as well as relevant auditing concepts, and various facts and circumstances surrounding the target business and the transaction that need to be considered. M&A volume remains high and continues to result in large numbers of current and future post-closing M&A disputes. Clients rely on their attorneys and advisers to guide them through the process and counsel them toward a positive outcome. Those professionals will find that M&A accounting arbitrations carry a range of distinctions that require a specialized knowledge base to navigate correctly. This book provides real-world guidance from experts in the field, with invaluable insight for every stage of the process. • Walk through the entire dispute resolution process from arbitrator selection through final award • Understand how M&A agreement provisions impact the awarded amount as well as the options available to limit the scope of potential disputes and the "gaming" of the post-closing process by the counterparty • Understand the nature of accounting estimates and guidance, their interaction with accounting arbitrations, and how to synthesize facts, circumstances, and GAAP into a persuasive argument to present to the accounting arbitrator • Get situation-specific advice for different types of transactions • Learn practitioner "dos" and "don'ts" from the arbitrator's perspective “M&A Disputes” provides transaction parties and their representatives an inside view at the transaction and commonly disputed items through the eyes of the arbitrator to provide them with uniquely valuable insight. In addition to being an invaluable tool for practitioners appearing before an accounting arbitrator, “M&A Disputes” also provides advice to would-be and experienced arbitrators alike to successfully resolve disputes that can be significant and complex.

Solid guidance for managing whistleblower policies in light of the new Dodd-Frank Act provisions. In July 2010, President Obama signed the Dodd-Frank Wall Street Reform and Consumer Protection Act that greatly expanded whistleblower bounties in connection with violations of federal securities laws, including the Foreign Corrupt Practices Act. Discussing business protection strategies and best practices in dealing with whistleblowers, “Whistleblowers” will appeal to board members, executives, corporate compliance personnel, attorneys for whistleblowers and defense attorneys, as well as potential employee whistleblowers. • Case studies of GlaxoSmithKline, Pfizer and other high profile whistleblower incidences • Examines new Dodd-Frank incentives to whistleblowers • Recommends best practices for corporations in light of new whistleblowing incentives • Explores other federal and state statutory incentives to whistleblowing Timely and comprehensive, Whistleblowers emphasizes the disincentives to whistleblowing, reviewing the academic studies of whistleblowers with the idea of developing best practices in working with whistleblowers.

A fresh look at fundraising that depends upon the donor lifecycle, resulting in increased financial resources over time and a more stable bottom line for nonprofits. A guide to better and more strategic fundraising, Donor Cultivation and the Donor Life Cycle Map presents the donor lifecycle map, which is circular in form, revealing how the convergence of the two subject matters-cultivation and the lifecycle map-can lead to better and more strategic fundraising. Author Deborah Kaplan Polivy specifically addresses the topic of cultivation and how, when focused over the donor lifecycle, it can become a logical and focused activity for obtaining increasingly large gifts. • Step-by-step guidance and practical tools for understanding and making the most of the donor lifecycle • Coverage includes Introduction to Donor Cultivation, Defining Donor Cultivation, Donor Cultivation Tools and the Donor Lifecycle: How and Where They Intersect, and Impediments to the Implementation Process • Features a companion website with a variety of online tools to help readers implement key concepts • Part of the Wiley Nonprofit Authority Series “Donor Cultivation and the Donor Life Cycle Map” seeks to change the perspective from transactional fundraising to recurring fundraising, beginning with the first donation and extending to the very last-an endowment that keeps on giving even after death.

A comprehensive, revised, and expanded guide covering tax-exempt organizations engaging in joint ventures. “Joint Ventures Involving Tax-Exempt Organizations”, Fourth Edition examines the liability of, and consequences to, exempt organizations participating in joint ventures with for-profit and other tax-exempt entities. This authoritative guide provides unbridled access to relevant IRC provisions, Treasury regulations, IRS rulings, and pertinent judicial decisions and legislative developments that impact exempt organizations involved in joint ventures. • Features in depth analysis of the IRS's requirements for structuring joint ventures to protect a nonprofit's exemption as well as to minimize UBIT • Includes sample models, checklists, and numerous citations to Internal Revenue Code sections, Treasury Regulations, case law, and IRS rulings • Presents models, guidelines, and suggestions for structuring joint ventures and minimizing the risk of audit • Contains detailed coverage of: new Internal Revenue Code requirements impacting charitable hospitals including Section 501(r) and related provisions; university ventures, revised Form 990, with a focus on nonprofits engaged in joint ventures; the IRS's emphasis on good governance practices; international activities by nonprofits; and a comprehensive examination of the New Market Tax Credits and Low Income Housing Tax Credits arena Written by a noted expert in the field, “Joint Ventures Involving Tax-Exempt Organizations”, Fourth Edition is the most in-depth discussion of this critical topic.

Solid guidance for the complex legal issues faced by international nonprofits When a nonprofit operates across borders, whether by making grants or directly operating programs, the interaction among legal requirements of two or more countries quickly becomes highly complex. How To Be A Global Nonprofit fills a need for legal and practical guidance for nonprofit organizations with international activities, and includes ten case studies to provide insights into the ways real organizations have dealt with various legal and practical issues. Along the way, it skillfully explores alternatives for advancing a nonprofit's mission across borders, while also looking at the legal and practical issues nonprofits encounter as they work internationally. • Includes ten case studies based on interviews with large and small international nonprofits • Offers a realistic sense of the complexity of legal and practical issues global nonprofits face • Features a companion website with a variety of online tools and materials related to key concepts discussed in this book Not long ago international philanthropy was the province of large organizations like the Red Cross, UNICEF, and Save the Children. This has radically changed. How to Be a Global Nonprofit thoroughly explores the legal and practical issues nonprofits encounter as they work internationally and the resources required to deal with them.

A completely updated guide to the laws and regulations governing charitable giving. This fully updated Fifth Edition of “The Tax Law of Charitable Giving” is the definitive resource for nonprofit lawyers, accountants, and fundraising professionals charged with navigating the increasingly complex maze of charitable giving regulations. This new edition includes: • Detailed documentation and citations, including references to regulations, rulings, cases, and tax literature • An exhaustive index allowing for quick and easy reference • Annual supplements to keep readers apprised of the latest developments affecting tax-exempt healthcare organizations

A hands-on roadmap to navigating the complicated maze of tax-exempt rules and regulations In the newly revised seventh edition of Tax Planning and Compliance for Tax-Exempt Organizations: Rules, Checklists, Procedures, a team of celebrated tax and nonprofit specialists delivers a critical update to their widely read and authoritative series on nonprofit organization taxation. It's an essential guide to making sense of the complexities of nonprofit tax rules and regulations. Packed with checklists and suggestions, this book tells you exactly how to understand-and comply with-the complicated maze of tax-exempt organization rules and regulations administered by the Internal Revenue Service. In the book, you'll find: • Extensive, quick-use checklists for determining tax-exempt eligibility, reporting to the IRS, and tax compliance • Detailed instructions for submitting exemption applications and tax forms • Sample documents, including organizational bylaws, letters of application, and completed IRS forms • Tools and practice aids, like a comparison chart explaining the differences between public and private charities Written by two of the leading authorities in a rapidly evolving field, Tax Planning and Compliance for Tax-Exempt Organizations dives deep into the most recent changes to the tax code, new case law and IRS rulings, and regulations promulgated since 2020. It's perfect for tax and accounting professionals everywhere.