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Enjoyed the slides and the comparision of public to private and all the details

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Learned all the different IRS classifications

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I have heard of project grant rule before. I am committed to learning more about it.

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Learning more about the details of 501(c) classification and the fact that it goes from 1-29 was very interesting. Even more so was the meanings of the 509(a)1-3 designations

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What responsibilities do fiscal sponsors have to the programs they support and are there mechanisms of accountability around fiscal responsibility relationships?

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Tipping and that the amount of funding we provide to a public charity can change their status. 

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Tipping and that the amount of funding we provide to a public charity can change their status. 

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Fiscal sponsor function and responsibilities. 

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Fiscal sponsor function and responsibilities. 

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I will check out resources at Bolder Advocacy.

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Learning more about classification of the charities and the laws pertaining to each type

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While I had exposure to the various 501c(3) statuses, I didn't understand the breakdown - it was word soup up until today!

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5% minimum can also include operating costs.

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Inviting folks I met and spoke with during this session to connect on Linkedin so that we can continue the conversation outside of the session

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The breakdown of all the IRS designations

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The breakdown of all the IRS designations

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A lot of legal procedures and rules about grants

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A lot of legal procedures and rules about grants

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Expenditure Responsibility and what it means!

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Expenditure Responsibility and what it means!

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Different IRS designations and some of the determination factors/regulations

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Different IRS designations and some of the determination factors/regulations

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I became more clear on the sub-categories of 501c's, and 501c3's (509's)

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Check out Resources for the Resistance f/ PEAK

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I didn't know graveyards had their own non-profit status.

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Learned the different classifications and new terminologies

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I want to research the resources from Alliance for Justice - Bolder Advocacy

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I want to research the resources from Alliance for Justice - Bolder Advocacy

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Learning more about expenditure responsibility

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The various types of organizations.

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Specific legal questions relating to the foundation I work for

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Specific legal questions relating to the foundation I work for

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and all their great resources

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Continue to connect with others on LinkedIn

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Continue to connect with others on LinkedIn

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Fluxx is widely known.

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Rules for determining how much public support an organization has

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The information around fiscal sponsorships was a great reminder.

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I appreciated the clarification between lobbying and advocacy.

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My eyes normally glazed over at all the different letters and numbers, but now I have a better understanding of what they mean and why it matters.

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I plan to look at the Bolder Advocacy website.

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the 5% yearly contribution rate is a minimum, not a maximum

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Connect deeper with others in this space

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Connect deeper with others in this space

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29 different classifications of 501(c)s!

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29 different classifications of 501(c)s!

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Other opportunities for increasing advocacy/lobbying work that is still in line with IRS requirements.

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I have worked with a bunch of 501c3 organizations but did not realize how much work went into keeping their designation.

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Learn about Private Foundation giving to Community Foundations to support local initiatives.

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Learn about Private Foundation giving to Community Foundations to support local initiatives.

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REaching out to some cohort members for information on how to help our grantees with current issues

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REaching out to some cohort members for information on how to help our grantees with current issues

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What are the top values that lead organizations?

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All of the different 501 tax statuses

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I'm looking forward to looking into this resource more.

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IRS codes - very helpful distinctions between different types of 501c3s!

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More on the oversight/ due diligence needed to make grants to for-profit entities.

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Engaging and learning more from colleagues re GM.

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Always nice to have a reminder.

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Great presentation! Goodness--what does McKenzie Scott funding do for (to) grantees?!

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Placing the burden on us a grantmaker and off of the applicant/grantee organization. Thinking more about how we can do this and still get the information we need.

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What our foundation is categorized as surrounding 501(c) classification. 

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What our foundation is categorized as surrounding 501(c) classification. 

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Appreciate the refresher. When I was learning about it, it wasn't discussed much among funders.

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We do enough expenditure responsibility grants at our foundation and I would like to learn more about the reporting requirements.

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An organization can have non-profit status, but not 501(c) status

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Anything and everything dealing with DEI.

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Anything and everything dealing with DEI.

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I appreciated learning about the Private Foundation and Public Charity Life Cycles, as well as the differences between the two.

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Amazing there are 29 classification!

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509 a designations, not something I had paid attention to before

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509 a designations, not something I had paid attention to before

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Sharing any newfound resources with the group.

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Sharing any newfound resources with the group.

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Advocacy and lobby rules for different types of nonprofits

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The non-profit dissolution clause (that confirms their assets will be distributed to other profits in the event of the organization's dissolution).

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I want to see if we've ever conducted or reviewed public support tests

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Are intermediaries considered private foundations?

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I hadn't heard this term before, so it was great to learn about it during the presentation. I will be doing some reading about it to learn more!