Episode 11: Why Should Every Non-Profit be aware of the Public Support Test? [ Valerie Sussman from Hurwit & Associates]

Episode 11: Why Should Every Non-Profit be aware of the Public Support Test? [ Valerie Sussman from Hurwit & Associates]

Have you always wondered about the legal issues unique to nonprofit and charitable organizations? What is the the public support test and fiscal sponsorship? If you want to find out answers to these questions, you must tune into this episode with Valerie Sussman.

Valerie is a nonprofit lawyer specializing in advising 501(c)(3) public charities and private foundations. She assists clients in attaining their charitable goals while maximizing their ability to give through the use of tax-advantaged strategies. Her expertise in estate planning and administration enables her to work closely with clients on charitable planning, trusts, bequests, and on interpreting and revising charitable gift instruments.

As a member of the Boston Bar Association, Valerie has presented seminars on topics related to tax updates and trusts and estates law. She is also a member of the Boston Estate Planning Council, where she served as chair of the Women’s Initiative and Education committees and is the Co-Chair of the Member Involvement Committee.


Note: Please note that the material in this interview is solely for informational purposes. It is not intended to provide, and should not be relied upon, for tax, legal, or accounting advice. You should consult a tax, legal, and/or accounting advisor before engaging in any transaction.


➡️ Reach out to Valerie:

Email: vsussman@hurwitassociates.com


➡️ Resources for Non-Profits from Hurwit & Associates:

https://www.hurwitassociates.com/


➡️ Connect with Valerie on LinkedIn

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HOSTS:

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Email: puget.Info@pmv.org

Episoder(20)

Episode 20:  Project Management's Impact on Non-Profits [Kayla Quijas from PSPMV]

Episode 20: Project Management's Impact on Non-Profits [Kayla Quijas from PSPMV]

Puget Sound Project Management Volunteers (PSPMV) celebrated our 2nd anniversary with a special episode, featuring co-founder Kayla Quijas. She discusses challenges faced by non-profits, simplifies pr...

1 Sep 202313min

Episode 19: Trauma-Informed Storytelling [Maria Bryan from Maria Bryan Creative]

Episode 19: Trauma-Informed Storytelling [Maria Bryan from Maria Bryan Creative]

How can trauma-informed storytelling help increase donor engagement, raise awareness, and leave a lasting impact for your non-profit? This month, we chatted with Maria about her work on the importance...

1 Aug 202333min

Episode 18: Harnessing Social Proof for Greater Impact using AI [Dave Norris from Proofpact]

Episode 18: Harnessing Social Proof for Greater Impact using AI [Dave Norris from Proofpact]

In this episode, we explore the fascinating world of artificial intelligence (AI) and its transformative potential within the non-profit sector. Join us on a conversation with Dave Norris about how no...

1 Jul 202326min

Episode 17: Finance and Accounting in Non-Profits [Sean Hale from Sean Hale Consulting]

Episode 17: Finance and Accounting in Non-Profits [Sean Hale from Sean Hale Consulting]

Does budget deficit at a non-profit always indicate a negative outlook? What is the Chart of Accounts? We explored these thought-provoking questions related to non-profit finance and accounting in thi...

1 Jun 202340min

Episode 16: Digital Fundraising in Non-Profits [Jodie Ou from Doing Good Digital]

Episode 16: Digital Fundraising in Non-Profits [Jodie Ou from Doing Good Digital]

Join us as we discuss digital fundraising for non-profit organizations with Jodie. In this episode, we cover essential strategies, including A/B testing in emails, segmenting your audience, and tracki...

1 Mai 202326min

Episode 15: Behind the Scenes of a Non-Profit (Social Media)

Episode 15: Behind the Scenes of a Non-Profit (Social Media)

Cheers to our 15th episode milestone!This time, Kayla and Carmen discussed setting up their non-profit's social media platforms. They covered the benefits of having a strong social media presence, ana...

2 Apr 202325min

Episode 14: Behind the Scenes of a Non-Profit (Administrative Set-Up)

Episode 14: Behind the Scenes of a Non-Profit (Administrative Set-Up)

In this latest episode, Kayla and Carmen shared their experiences and lessons learned from managing administrative tasks for their non-profit organization, Puget Sound Project Management Volunteers. T...

3 Mar 202333min

Episode 13: Behind the Scenes of a Non-Profit (Mission & Vision + Business Plan)

Episode 13: Behind the Scenes of a Non-Profit (Mission & Vision + Business Plan)

Kayla and Carmen used the project management 'lessons learned' format to dissect their path as non-profit start up founders. They asked questions including what went well, what could have gone better,...

1 Feb 202332min

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