WELCOME BACK TO FRENCH LICK!We are pleased to bring this Advanced Nonprofit program to the spectacular setting of the historic French Lick Hotel! Join program chair Phil Purcell and discussion leaders Ted Batson, Ed Sandifer and Tamara Weaver for an engaging session.
Nestled in the beautiful rolling hills of southern Indiana, this is just the getaway you have been needing. Details and accommodation information are below the picture.
CONFERENCE OVERVIEW
These LIVE ONLY programs are part of ICLEF's Masters Series and are designed as advanced-level sessions for those practitioners who already have a fundamental understanding of each practice area. This discussion-oriented curriculum will take you deeper into tougher, more challenging matters. Bring your questions and toughest issues too, to share with the group. Seating is limited, so make your reservations to attend the program as soon as possible.
HOTEL RESERVATIONS
To Make Reservations online: To Make Reservations online: Group Code and Password are both 0725ICL
Link to Reserve Rooms: French Lick Resort Reservations
*Please note - set your specific arrival and departure dates to see accurate room availability.
The reservation cut-off date for the preferred ICLEF rate is June 23, 2025. Requests received after this time will be accepted at the Hotel's prevailing rate, based on room type and availability.
To Make Reservations by phone:
Call 844-241-6361. Be sure to mention the ICLEF Masters Series Seminar as well as our DISCOUNT CODE 0724ICL. After this date, reservations will still be accepted on a rate and space availability basis.
Please try to make your reservations by June 23, 2025. After this date, reservations will still be accepted on a rate and space availability basis.
AGENDA and DISCUSSION TOPICS
Thursday, July 24, 2025
(Casual Dress for all events!)
1:30 P.M. Registration in Event Center
- pick up materials and name badges
2:00 P.M. Guiding the Mission: Smart Governance for Nonprofit Success
Philip M. Purcell, Discussion Leader - Formation Under State Law
- Format (nonprofit corporation, charitable trust, unincorporate association) - Organizing documents (articles, bylaws) - Formation Under Federal Law - IRS 1023 or 1023EZ application and process - Required policies - Benchmarks for Good Governance - Legal compliance and disclosure
- Effective governance best practice
- Financial oversight
- Responsible fundraising (Day Two)
3:30 P.M. Refreshment Break
3:45 P.M. Guardians of the Mission: Understanding Liability in Nonprofit Leadership
Tamara Weaver, Discussion Leader
- Fiduciary Duties
- Case Examples
- Procedural Issues
- Standing and Scope of Authority
- Modifications of Gift Restrictions
5:15 P.M. Adjourn Day One
5:30 P.M. Hosted Reception (Faculty, Attendees and Guests!)
- West Baden Springs Resort Atrium
7:30 P.M. Free Time
Friday, July 25, 2025
8:30 A.M. Breakfast
9:00 A.M. Mission Meets the IRS: Navigating Nonprofit Tax Challenges
Ted R. Batson, Jr., Discussion Leader
- What’s Happening at the IRS?
- Audits
- 990 Issues
- Nonprofit Business Aspects and Questions
- Legal Defense Funds? Yes? No?
10:30 A.M. Coffee Break
10:45 A.M. Funding the Mission: Smart Strategies for Charitable Support
J. Edward Sandifer, Discussion Leader
- Donor Advised Funds
- Suitability for a Planned Gift
- Early Termination of a CRT
- HB 1081
12:15 P.M. Adjourn - Have a nice weekend!
HOPE TO SEE YOU THERE!
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