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]

Author: Carmen Leung & Kayla Quijas December 1, 2022 Duration: 21:53

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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➡️ Connect with Kayla on LinkedIn

Email: puget.Info@pmv.org


Hosted by Carmen Leung and Kayla Quijas, Everything Non-Profit is a conversation grounded in the real, often messy, journey from being a contributor within an organization to steering its direction. As co-founders of Puget Sound Project Management Volunteers (PMVPS), they bring a unique dual perspective: they run a non-profit themselves, dedicated to linking skilled project managers with mission-driven organizations, and they've navigated the trenches of operational work. This podcast digs into that full spectrum. You'll hear candid discussions about the tactical challenges of day-to-day operations, the strategic shifts required for leadership, and the human elements of managing teams and missions on a tight budget. It’s not about theory, but applied wisdom. Each episode draws from Carmen and Kayla's direct experience building PMVPS and their work with various organizations, offering listeners a relatable and practical look at what it truly takes to make an impact. Tune in for a genuine resource that feels more like a conversation with seasoned colleagues than a lecture, perfect for anyone invested in the business of doing good.
Author: Language: en-us Episodes: 20

Everything Non-Profit
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