GM 101 Introduction to the Philanthropic Sectors and Grants Management by

New

2025-02-06 21:16:55 UTC

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

Tax brackets

2025-02-06 21:16:56 UTC

Learned all the different IRS classifications

Fiscal sponsorships

2025-02-06 21:17:00 UTC

2025-02-06 21:17:03 UTC

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

2025-02-06 21:17:14 UTC

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

DAFs

2025-02-06 21:17:17 UTC

Fiscal Sponsor Legal Responsibilities

2025-02-06 21:18:12 UTC

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

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

2025-02-06 21:18:17 UTC

Fiscal sponsor function and responsibilities.

2025-02-06 21:18:58 UTC

2025-02-06 21:19:22 UTC

I will check out resources at Bolder Advocacy.

Expenditure responsibility

2025-02-06 21:19:27 UTC

khaddad16 — 2025-02-06 21:19:33 UTC

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

2025-02-06 21:19:38 UTC

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

New to Me

2025-02-06 21:20:46 UTC

5% minimum can also include operating costs.

Connecting with others in the cohort

2025-02-06 21:21:48 UTC

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

The breakdown of all the IRS designations

2025-02-06 21:25:56 UTC

A lot of legal procedures and rules about grants

2025-02-06 21:25:56 UTC

Expenditure Responsibility and what it means!

2025-02-06 21:26:00 UTC

Different IRS designations and some of the determination factors/regulations

2025-02-06 21:26:01 UTC

Designations

2025-02-06 21:26:10 UTC

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

Private vs Public Foundation

2025-02-06 21:26:26 UTC

the rules on advocacy versus lobbying

2025-02-06 21:26:30 UTC

The vast number of 501(c) orgs

2025-02-06 21:26:30 UTC

Check out Resources for the Resistance f/ PEAK

Distinctions between public/private foundations

2025-02-06 21:26:32 UTC

2025-02-06 21:26:33 UTC

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

The number and types of foundations

2025-02-06 21:26:33 UTC

khaddad16 — 2025-02-06 21:26:34 UTC

Learned the different classifications and new terminologies

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

2025-02-06 21:26:36 UTC

Learning more about expenditure responsibility

Lobbying and advocacy

2025-02-06 21:26:40 UTC

2025-02-06 21:26:41 UTC

The various types of organizations.

Specific legal questions relating to the foundation I work for

2025-02-06 21:26:48 UTC

The Management Center

2025-02-06 21:26:58 UTC

and all their great resources

Lobbying piece and private foundations.

2025-02-06 21:27:03 UTC

Continue to connect with others on LinkedIn

2025-02-06 21:27:03 UTC

2025-02-06 21:27:04 UTC

Fluxx is widely known.

Public Support Test

2025-02-06 21:27:06 UTC

Rules for determining how much public support an organization has

Fiscal sponsorship

peacefulmanatee — 2025-02-06 21:27:07 UTC

The information around fiscal sponsorships was a great reminder.

Lobbying

2025-02-06 21:27:08 UTC

I appreciated the clarification between lobbying and advocacy.

IRS Codes!

2025-02-06 21:27:10 UTC

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.

Lobbying/Advocating

2025-02-06 21:27:11 UTC

I plan to look at the Bolder Advocacy website.

2025-02-06 21:27:11 UTC

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

Connect deeper with others in this space

2025-02-06 21:27:12 UTC

29 different classifications of 501(c)s!

2025-02-06 21:27:16 UTC

Advocacy/Lobbying

2025-02-06 21:27:19 UTC

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

2025-02-06 21:27:25 UTC

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

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

2025-02-06 21:27:29 UTC

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

2025-02-06 21:27:31 UTC

2025-02-06 21:27:32 UTC

What are the top values that lead organizations?

New

2025-02-06 21:27:33 UTC

All of the different 501 tax statuses

All of the different 501(c) types!

2025-02-06 21:27:35 UTC

The vast number of 501c's!

2025-02-06 21:27:44 UTC

Boulder Advocacy Resources

peacefulmanatee — 2025-02-06 21:27:59 UTC

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

2025-02-06 21:28:01 UTC

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

Know

2025-02-06 21:28:02 UTC

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

2025-02-06 21:28:05 UTC

Engaging and learning more from colleagues re GM.

Tipping rules

2025-02-06 21:28:08 UTC

Always nice to have a reminder.

Tipping!

2025-02-06 21:28:09 UTC

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

Burden

2025-02-06 21:28:10 UTC

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.

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

2025-02-06 21:28:29 UTC

Tipping

2025-02-06 21:28:39 UTC

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

Following on Linkedin

2025-02-06 21:28:40 UTC

ER Grants

peacefulmanatee — 2025-02-06 21:28:41 UTC

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

Non-Profit Without 501(c)

2025-02-06 21:28:55 UTC

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

Anything and everything dealing with DEI.

2025-02-06 21:28:57 UTC

Life Cycles

2025-02-06 21:28:59 UTC

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

IRS non-profit classifications

2025-02-06 21:29:07 UTC

Amazing there are 29 classification!

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

2025-02-06 21:29:13 UTC

Sharing any newfound resources with the group.

2025-02-06 21:29:14 UTC

Advocacy and lobby rules for different types of nonprofits

2025-02-06 21:29:23 UTC

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

Expenditure responsibility

2025-02-06 21:29:24 UTC

Review Public Support Tests

2025-02-06 21:30:40 UTC

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

Lobbying for Intermediaries

2025-02-06 21:32:30 UTC

Are intermediaries considered private foundations?

DAF

2025-02-06 22:18:58 UTC

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!