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NAO Webinar

Seeking Fiscal Sponsorship: When, Why, and How Does it Help?

Online Event

About this event

Date

Wednesday, March 22, 2023
12:00 p.m. – 1:00 p.m.

Event Description

Title
Seeking Fiscal Sponsorship: When, Why, and How Does it Help?

Presenter
Rosalie Westenskow, Attorney, Nonprofit Law Northwest, LLC

Many new organizations consider using a fiscal sponsor to accept donations and grants before, or instead of, applying for their own 501(c)(3) tax-exempt status. This session describes the ins and outs of fiscal sponsorship agreements (“FSAs”) and will walk you through whether one is right for your organization. We will look at the benefits of FSAs and some of the common pitfalls, different ways to structure this agreement, particular issues that should be addressed, and other avenues to consider. If your organization has considered finding a fiscal sponsor, this presentation will help you decide whether to move forward, and if you do, give you tools to better navigate that relationship.

Note: This session is intended for groups and organizations who have yet to obtain their 501(c)(3) tax-exempt status and are considering using a fiscal sponsor. If you are 501(c)(3) tax-exempt nonprofit organization deciding whether acting as a fiscal sponsor might work for you, consider attending our other session titled: Demystifying Fiscal Sponsorship: What Sponsoring Organizations Should Consider

Automatic closed captioning via Zoom is turned on by default for all NAO virtual sessions. For other accommodation requests, please contact us at [email protected]. Advanced notice of at least 10 days is appreciated.

About the Presenter

Rosalie Westenskow, Attorney, Nonprofit Law Northwest, LLC

Rosalie created Nonprofit Law Northwest, LLC to provide holistic, cost-effective legal services specifically for nonprofits. She loves working with the people who pour their passion into these organizations and helping them make a difference in the world.

Her practice area focuses on all major issues that impact nonprofits, including compliance with IRS regulations and Oregon nonprofit law. She works with nonprofits on a wide variety of matters, including obtaining (and retaining) tax-exempt status, entering into joint ventures, asserting voting member rights, achieving an effective corporate governance structure, complying with unrelated business income tax rules, fiscal sponsorship agreements, avoiding hostile takeovers, and a variety of other matters. She has assisted a wide variety of organizations, including churches, charter, and private schools, supporting organizations, business leagues, social clubs, lobbying and political organizations, sports leagues, and many others.

Rosalie graduated from Brigham Young University with a degree in journalism and summa cum laude from Lewis & Clark Law School. She is a member of the Oregon State Bar Association and the Executive Committee of Oregon’s Nonprofit Organizations Law Section and the former president of the Union County Bar Association.

Rosalie loves spending time with her husband and their five young children, who are all busy, noisy, and fun.

Thank You Funders and Sponsors

Thank you to the following FUNDERS and SPONSORS who are supporting NAO’s online events and communications during these challenging times. Their support is vital in helping NAO to bring much-needed resources and information to Oregon’s nonprofits – thank you.

Funders: Meyer Memorial Trust, The Ford Family Foundation, M.J. Murdock Charitable Trust, Oregon Community Foundation, The Kinsman Foundation, First Interstate BancSystem Foundation, The Carpenter Foundation and The Roundhouse Foundation
Partner Sponsors: Columbia Bank, Nonstop Health, Kaiser Permanente and Nike
Friend Sponsors: Miller Nash, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors, CFO Selections
Supporter Sponsor: Nonprofit Professionals Now

Cost

$15 NAO Member 
$30 Nonmember

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event or trouble registering, contact [email protected].

Location

Online

Register Now

 Registration is closed for this event

Date

Wednesday, March 22, 2023
12:00 p.m. - 1:00 p.m.

Event Description

Title
Seeking Fiscal Sponsorship: When, Why, and How Does it Help?

Presenter
Rosalie Westenskow, Attorney, Nonprofit Law Northwest, LLC

Many new organizations consider using a fiscal sponsor to accept donations and grants before, or instead of, applying for their own 501(c)(3) tax-exempt status. This session describes the ins and outs of fiscal sponsorship agreements (“FSAs”) and will walk you through whether one is right for your organization. We will look at the benefits of FSAs and some of the common pitfalls, different ways to structure this agreement, particular issues that should be addressed, and other avenues to consider. If your organization has considered finding a fiscal sponsor, this presentation will help you decide whether to move forward, and if you do, give you tools to better navigate that relationship.

Note: This session is intended for groups and organizations who have yet to obtain their 501(c)(3) tax-exempt status and are considering using a fiscal sponsor. If you are 501(c)(3) tax-exempt nonprofit organization deciding whether acting as a fiscal sponsor might work for you, consider attending our other session titled: Demystifying Fiscal Sponsorship: What Sponsoring Organizations Should Consider

Automatic closed captioning via Zoom is turned on by default for all NAO virtual sessions. For other accommodation requests, please contact us at [email protected]. Advanced notice of at least 10 days is appreciated.

About the Presenter

Rosalie Westenskow, Attorney, Nonprofit Law Northwest, LLC

Rosalie created Nonprofit Law Northwest, LLC to provide holistic, cost-effective legal services specifically for nonprofits. She loves working with the people who pour their passion into these organizations and helping them make a difference in the world.

Her practice area focuses on all major issues that impact nonprofits, including compliance with IRS regulations and Oregon nonprofit law. She works with nonprofits on a wide variety of matters, including obtaining (and retaining) tax-exempt status, entering into joint ventures, asserting voting member rights, achieving an effective corporate governance structure, complying with unrelated business income tax rules, fiscal sponsorship agreements, avoiding hostile takeovers, and a variety of other matters. She has assisted a wide variety of organizations, including churches, charter, and private schools, supporting organizations, business leagues, social clubs, lobbying and political organizations, sports leagues, and many others.

Rosalie graduated from Brigham Young University with a degree in journalism and summa cum laude from Lewis & Clark Law School. She is a member of the Oregon State Bar Association and the Executive Committee of Oregon’s Nonprofit Organizations Law Section and the former president of the Union County Bar Association.

Rosalie loves spending time with her husband and their five young children, who are all busy, noisy, and fun.

Rosalie%20Westenskow.jpg?itok=j81E9yiL

Thank You Funders and Sponsors

Thank you to the following FUNDERS and SPONSORS who are supporting NAO’s online events and communications during these challenging times. Their support is vital in helping NAO to bring much-needed resources and information to Oregon’s nonprofits – thank you.

Funders: Meyer Memorial Trust, The Ford Family Foundation, M.J. Murdock Charitable Trust, Oregon Community Foundation, The Kinsman Foundation, First Interstate BancSystem Foundation, The Carpenter Foundation and The Roundhouse Foundation
Partner Sponsors: Columbia Bank, Nonstop Health, Kaiser Permanente and Nike
Friend Sponsors: Miller Nash, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors, CFO Selections
Supporter Sponsor: Nonprofit Professionals Now

Cost

$15 NAO Member 
$30 Nonmember

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event or trouble registering, contact [email protected].

Location

Online

When
March 22nd, 2023 from 12:00 PM to  1:00 PM
Location
Online Event
Event Fee(s)
Price $30.00
Event Particulars
City Online learning
NAO Event? Yes
Topic , Financial Oversight, Operations
Presenter
Event Region Central Oregon, Eastern Oregon, Metropolitan Portland, North Coast, Northern Willamette Valley, South Coast, Southern Oregon, Southern Willamette Valley
Programmatic Approach Capacity Builiding
Presenters
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Link to post-event materials
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