Navigating Nonprofit Formation: Strategies and best practices for success (2024 edition)
Greg McRay is the founder and CEO of Foundation Group, a specialty tax and compliance firm for nonprofits, located in Nashville, Tennessee.
2 hour CLE
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Program Summary
Join us for an informative session on starting a nonprofit organization. We'll take you through the steps, from deciding what your nonprofit will focus on to planning its activities and making it legal. Greg McRay, the Founder and CEO of Foundation Group, will be your guide, helping you clarify your nonprofit's mission and goals. You'll also learn about the important legal requirements and paperwork needed to set up your organization correctly. Additionally, we'll share both some common mistakes to avoid and best practices to follow, ensuring that you're well-prepared for the journey ahead. Don't miss out on this opportunity to gain valuable insights and practical advice that will set your nonprofit up for success.
Key topics to be discussed:
- Defining purpose
- Planning programs
- The legal and organizational steps to creating a nonprofit
- Best practices and pitfalls to avoid
Closed-captioning available
Speakers
Greg McRay, EA | Foundation Group, Inc.
Greg McRay is the founder and CEO of Foundation Group, a specialty tax and compliance firm for nonprofits, located in Nashville, Tennessee. As an IRS-licensed Enrolled Agent, Greg has worked exclusively with nonprofits for almost 30 years. Under his leadership, Foundation Group has successfully helped establish over 25,000 nonprofits, earning a reputation as a national leader in the sector. Greg is recognized for his deep expertise and commitment to the nonprofit community, making him a sought-after authority in the field.
Agenda
I. Defining purpose | 2:00pm – 2:30pm
II. Planning programs | 2:30pm – 3:00pm
Break | 3:00pm – 3:10pm
III. The legal and organizational steps to creating a nonprofit | 3:10pm – 3:40pm
IV. Best practices and pitfalls to avoid | 3:40pm – 4:10pm
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