Greater Baton Rouge Chapter, Association of Fundraising Professionals

June Monthly Meeting & Educational Luncheon

Tuesday, June 13, 2017

Mentoring at 11:00am
TBD

Luncheon Program at 11:45am

Juban's Restaurant, Baton Rouge, LA

Form 990: The Good, The Bad, and The Marketing Opportunity

If your organization is only thinking of your Form 990 as an IRS report and not a powerful marketing and fundraising tool, then you may be missing a valuable opportunity.  990s are viewed by foundations, donors, prospective donors, journalists and researchers.  Because the data is not only open, but digital and readable, anyone can aggregate this data and make comparisons, correlations, and judgements about your organization at lightning speed and without your input.  This has implications for nonprofits organization-wide, from programs to finance and fundraising. Learn which sections of the Form 990 present potential risks and vulnerabilities, as well as opportunities to better showcase the great work your organization is doing.

Presenter:

  Bonnie M. Wyllie
Attorney, Lukinovich APLC

 Bonnie M. Wyllie has over thirty years of experience in tax. Before joining Lukinovich APLC, she worked as a director with the regional firm, LaPorte CPAs and Business Advisors. Her prior experience also included working with a national accounting firm. She has extensive experience in all aspects of nonprofit, individual, estate, trust, and tax compliance. She specializes in nonprofit tax consulting and compliance as well as charitable gift planning.

Wyllie works with nonprofit organizations and boards to address issues such as joint ventures, UPMIFA, mergers, executive compensation, intermediate sanctions, unrelated business income, IRS audits, and foreign tax compliance, to name a few. She is a frequent lecturer and provides individualized training to boards and nonprofits. Her commitment to nonprofits does not end at work, but extends to her active involvement in the community.

Bonnie received her Bachelor of Science and Bachelor of Music from Loyola University, her Juris Doctor from Loyola University, and her LL.M. degree in taxation from Georgetown University Law Center. She has been certified by BoardSource to be one of their governance trainers, and she earned the AICPA Nonprofit Certificate as well as a nonprofit management certificate. In March 2009, she published an article in the Journal of Accountancy, “The Redesigned Form 990, Advising Nonprofit Organizations.” She was the recipient of the Order of St. Louis medallion in recognition of her service in the Archdiocese of New Orleans.

This session has been approved for 1 hour of continued education CFRE credit.

Entrée Selections:
Hamburger Steak with caramelized onions

Blackened Catfish with Shrimp Etouffee

Reservations Required

AFP Members:
Before Registration Deadline: $28.00*
After Registration Deadline: $40.oo*

Guests (1st Visit):
Before Registration Deadline: $30.00*
After Registration Deadline: $40.00*

Guests (2nd and 3rd Visit):
Before Registration Deadline: $50.00*
After Registration Deadline: $50.00*

Walk-Ins:
$50.00

 Registration Deadline: Friday, June 9th at 7:00pm

* Please note: We may not be able to accommodate those without a reservation on the day of the meeting. 
AFP can not refund registration fees or apply those fees to future monthly luncheon meetings.

Beginning April 1, 2017, late registration fees will increase to $40 for members and walk-ins will be $50.