Ep. 5: Minding Your Legal & Financial Business with Toni Moore, Esq & Robert Jones

In this episode, I talk with Toni Moore, Esquire and Robert Jones about law and finances – major topics for nonprofits. You’ll hear ways to stay compliant, stay out of court, and out of financial trouble.

We talk boards, Donor Advised Funds and how nonprofits can benefit from them, as well as including your Executive Director/CEO salary in the first year’s operating budget.

Toni Moore, Esquire is an attorney and business strategist with over twenty years of business structuring, real estate, asset protection and estate planning experience. For more than 15 years, Toni has created companies, restructured companies, developed and assessed Corporate Compliance Plans to ensure compliance with applicable rules and regulations. In addition, Toni Moore serves as a Wealth Empowerment Coach to inspire women to become more bankable in everything they do.

Robert Jones was born and raised in Chicago Illinois.  Robert holds a Master’s degree in Accounting and a Master’s degree in Taxation.  He has 10 years of experience working with nonprofits, helping them to grow and succeed.  He prepares and consults for small and large organizations including Supporting Organizations (501(c)(3)), Private Foundations(PF), Charitable Lead Trust(1041) and Charitable Remainder Unitrust (5227).  Robert is actively involved with his community. He is the President of a local nonprofit in his community for early childhood education.  He loves golfing, motivational speaking and is addicted to cruises.

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