What We Do

Keep Me Tax Free™ LLC oversees the compliance issues facing nonprofits, functioning as an independent and objective body that reviews and evaluates compliance issues/concerns within an organization.  We ensure the Board of Directors, management, and employees are in compliance with the rules and regulations of regulatory agencies, and that organization policies and procedures are being followed and met.

Keep Me Tax Free stays abreast of federal, state, and local government regulations, reporting changes to clients.

We identify potential areas of compliance vulnerability and risk, develop and implement corrective action plans for resolution of problematic issues, and provide guidance on how to avoid similar situations in the future.

We review and establish policies and procedures to ensure proper compliance.

Keep Me Tax Free provides training to Boards of Directors, management, employees and volunteers on proper reporting to federal, state and local agencies.

November Webinars of Interest to Nonprofits




Mission-Driven Volunteering

Tuesday, November 4, 2014
1:00 PM to 2:15 PM (EST)

In the first of our Wild Apricot Expert Webinar series, Elizabeth Weaver Engel, MA, CAE (Spark Consulting LLC) and Peggy Hoffman, CAE (Mariner Management & Marketing LLC) take a new look at how you approach volunteerism at your association, club or non-profit.

This webinar will explore Mission-driven volunteering, a new model that allows associations and our volunteers to focus our limited resources, measuring everything we do by how well it supports and contributes to the mission of our organizations. You’ll hear examples from other small associations and learn about some tools (free ones too) to help your association embrace adhocracy and micro-volunteering.

Key takeaways:

  • Understand the problems with the current model of volunteering
  • Articulate the benefits of “mission-driven” volunteering
  • Explore small and larger strategies for optimizing volunteerism

The New Volunteer Manager’s Toolkit 

Tuesday, November 4, 2014
2:00 – 3:00 PM (EST)

New to volunteer management? Looking for a refresher on the basics? This webinar will walk you through the three primary Rs – recruitment, retention and recognition. We’ll discuss the most popular program components such as interviews, orientations, volunteer handbooks, and more. And, we’ll talk about the importance of managing risk for your program and your organization. All attendees will also receive a sample packet with examples of program documents and program assessment checklists to help you evaluate your existing program.

What You’ll Learn:

  • The basics of volunteer engagement.
  • What are the 3 Rs of volunteer engagement?
  • What are the components of a successful volunteer program?

Do-It-Yourself PR for Nonprofits

Wednesday, November 5, 2014
12:30 PM (EST) 

PR is an integral part of any successful fundraising campaign. It generates donations, grants, drives awareness, and builds social media followers. And better yet, a do-it-yourself campaign requires little to no investment. This Nonprofit Hub webinar will teach fundraising professionals how to launch and manage an internal PR campaign with minimal effort, while achieving maximum results. Learn the tools and tactics of the trade and how to keep your name front and center throughout the year.

Topics will include:

  • Creating a PR Plan: A step-by-step guide to creating an effective PR plan.
  • What’s Newsworthy And What’s Not: Learn how to think like a publisher to gain insight into what’s newsworthy and what’s not.
  • How To Avoid The Press Release Trap: Get the facts on when to write a press release and when to craft a pitch.
  • If You Build It, They Will Come: Build and maintain a media room that supports your mission and gets the press to come to you.
  • Traps to Avoid: How to ensure success and pitfalls to avoid.

3 Key Ingredients For a Successful Online Campaign 

Wednesday, November 5, 2014
1:00 PM – 2:00 PM (EST)

Online campaigns play a great part in an organisation’s community engagement, community building and fundraising. With the year-end campaign-planning deadlines closing in, get inspiration from our Webinar to successfully engage your online community to achieve your nonprofit’s goals. Learn how to better engage your community members and in the process achieve your organisational goals to gain new members, donors or even partners.

In this 4Good Webinar, we will share how an organization with a small team managed to successfully engage their online community of well over 60,000 global community leaders through their online campaign. We will talk about how you can adopt a few strategies to:

  • Make your online campaigns more effective through engaging your online community and get the results you want.
  • Use engagement and interested generated to increase your nonprofit’s impact.
  • Inspire your members to take part in your online campaign and add value to it

4 Things You Need to Know About Mobile Fundraising

Wednesday, November 5, 2014
2:00 PM – 3:00 PM (EST)

The smartphone is ubiquitous- so how does that affect your fundraising? We have some answers for you!
Join us for the free, educational webinar and learn how to stay ahead of the curve as mobile technology skyrockets.

Are you looking for a way to boost your fundraising, or reach a new demographic? Maybe you’ve heard the terms, “Mobile Giving”, “Text to Give”,  “Online Giving” and just didn’t know what exactly they mean or how they work–and didn’t have the time to read more about it.  Or maybe you are just looking for an additional channel for fundraising? Attendees will learn about:

  • Trends around mobile giving
  • SEO and Discoverability
  • Where Mobile Giving is Going
  • How to evaluate  Mobile Giving
  • Case Study

Prediction: The New Paradigm for Philanthropy 

Wednesday, November 5, 2014
3:00 PM – 4:00 PM (EST)

Philanthropy has been undergoing a classic paradigm-shift—i.e., a total transformation of its vocabulary, conceptualization, rhetoric, infrastructure and modes of operation—since the late ’90s, driven by computers and the Internet, new demographics of wealth, and the globalization of the American high-tech economy. This is why changes and innovations are all around us. Some and perhaps most of these will turn out to have been ephemeral; some will gain traction and connect to form the New Paradigm—i.e. the governing model of philanthropy in the 21st century.

This 4Good Webinar will provide a strategic overview of the current paradigm-shift—its fundamental structure, processes, and prominent features. Some of the key structural elements of the New Paradigm are now foreseeable and will be described.

Engaging Pro Bono and Skilled Volunteers

Thursday November 6, 2014 
2:00 PM – 3:00 PM (EST)

Integrating skilled volunteers into your existing volunteer program is both exciting and scary. If you’re thinking about adding skilled volunteers to your program, or if you’ve just started, this VolunteerMatch webinar can help you make the experience successful for both the volunteer and the organization. Navigating the introduction of the idea into your organization, developing the art of delegating work to volunteers, and setting achievable outcomes will be covered.

The Brave New World of Donor Databases by Robert Weiner

Tuesday, November 11, 2014 
10:00 AM (PST)

Maybe you think — or know — that it’s time to replace your donor database or CRM (Constituent Relationship Management system). But the very idea of starting the project give you hives. Maybe you’re overwhelmed by all of the options. Perhaps you don’t think you have any good options. Or you may not know how to get started. Then this is the webinar for you.

This webinar will help you:

  • Get an overview of trends in donor management software.
  • Learn why you should or shouldn’t consider a database that lives in “the
  • Understand how to make an informed, strategic choice.
  • Find resources to help you with this decision.

Get Mobile-Ready for Year-End

Tuesday, November 11, 2014
1:00 PM (EST)

There are now more cell phones than toothbrushes, and as of last year, smartphones surpassed regular phone sales by leagues. How can your nonprofit use mobile for good, especially as it relates to your crucial end of year fundraising efforts?

Join BetterWorld Wireless founder Darian Rodriguez Heyman for this NetorkforGood webinar as he walks through building a mobile website, explains text to donate campaigns and lays out social media integration. You’ll leave with a full understanding of why mobile presents a huge opportunity for any nonprofit along with a practical checklist of the most important mobile tips and tools for your cause.

Sell Merchandise for Your Nonprofit Without Dealing with Inventory

Tuesday, November 11, 2014
12:00 PM – 1:00 PM (CT)

Just in time for the holiday season, find out how you can sell merchandise to raise money for your nonprofit … without having to find room in your office for 200 t-shirts! You don’t even have to do any research, because we already did it for you.

Join this webinar and walk you through the criteria that we recommend for choosing a vendor (branding! analytics!). Then we will review four of the strongest vendors.

How to Create Fundraising Appeals that Work

Wednesday, November 12, 2014
12:30 PM (EST)

Your donors, like all of us, are getting bombarded with emails and messages on a daily basis, so it’s becoming increasingly more important for you to craft both traditional print appeals, as well as online appeals, that do more than just ask for money. They must delight. Join experienced fundraisers Danielle Johnson-Vermenton and Mike Snusz of Blackbaud as they share step-by-step instruction for creating and designing print and digital appeals that are worthy of a response. During this webinar you will learn how to plan and write fundraising appeals that get results, the components of a great online fundraising campaign, and best practices in designing fundraising appeals that work across multiple channels – with real-world examples throughout. With year-end appeals right around the corner, let this event be your guide to fundraising greatness!”

Relative Impact: Volunteer ROI Part 1 – More Volunteer Hours is Not Always a Good Thing 

Wednesday, November 12, 2014
2:00 – 3:00 PM (EST)

There is a disconnect in the volunteer sector between our intentions to truly value our volunteers’ time and our actions that actually de-value it. If the focus of the reports you are asked to produce is on the number of volunteer hours at your organization, and particularly if you are considered to be doing your job well if those numbers keep going up, this disconnect might be alive and well in your organization. While it is strongly encouraged and extremely beneficial to attend both Part I and Part II of this series, attending both is not required.

What You’ll Learn in this VolunteerMatch webinar:

  • How to spot the signs of our actions contradicting our intentions to truly value our volunteers’ time
  • Why volunteer time should be treated like a cost rather than a benefit to your organization
  • How to spend your volunteers’ time more efficiently

What’s a Mission Statement Worth?

Wednesday, November 12, 2014
1:00 PM – 2:00 – 3:00 PM (EST)

Does your mission statement differentiate your nonprofit clearly and concisely? Could it describe any of several other organizations? If you’re clear about your value to your community, stakeholders and/or cause, why bother to “wordsmith” your mission statement? The answers to these questions can make the difference between sustainable success and failure in several ways. Join this 4Good webinar to see what a rigorously crafted mission statement can do for marketing, fundraising, strategy, and sustainability.


  • Why your mission statement is so important.
  • Why it’s worth editing your mission statement.
  • What’s in a good mission statement, and what’s not.
  • How a good mission statement can guide strategic decisions.
  • How to measure your performance against your mission statement, and why that’s valuable.

Online Fundraising Best Practices for Nonprofits

Thursday, November 13, 2014
2:30 PM (EST)

In this educational session, you will discover the best practices for successful fundraising by tapping into the expertise of Firespring — a company that has completed more than 10 years of focus group research with nonprofit constituents and donors. Join Jay Wilkinson to discover:

  • The importance of an engaging website as your fundraising foundation.
  • The advantages of raising funds online.
  • Key reasons for donor abandonment.
  • How to build a strong donor retention plan.
  • The specific action steps necessary to achieving online fundraising success.
  • The 3 biggest mistakes nonprofits make with email marketing appeals.
  • Real-world examples of nonprofit organizations that have mastered online fundraising.

Integrating Virtual Opportunities and Remote Volunteers Into Your Volunteer Program – Part I

Thursday, November 13, 2014
2:00 – 3:00 PM (EST)

Beginning to incorporate virtual volunteer opportunities into your volunteer engagement program can be tricky. But, by thinking creatively, embracing technology, and creating screening, training and retention plans built specifically for remote volunteers, you can engage volunteers with the talents you need even if they’re on the other side of the state, the country or the world! In this VolunteerMatch webinar, Jennifer Bennett and Deanna Cole will discuss best practices for creating successful virtual opportunities, and building and managing relationships with remote volunteers. Part II will build on these concepts and discuss in more detail managing remote volunteers. Sample position descriptions and recruitment messages will be provided. While it is strongly encouraged and extremely beneficial to attend both Part I and Part II of this series, attending both is not required.

What You’ll Learn:

  • How to creatively integrate virtual opportunities into a larger volunteer engagement program.
  • Best practices for designing successful virtual opportunities.
  • Tools and resources for recruiting, screening and training remote volunteers.
  • Primary concepts needed for managing and creating retention and recognition plans for remote volunteers

Introducing a Volunteer Mentoring Program – Part I

Tuesday, November 18, 2014
2:00 – 3:00 PM (EST)

When engaging volunteers it can be difficult to ensure that each volunteer receives the time, attention, and training that they need to be successful – this is where a volunteer mentoring program can help! Mentoring improves success in volunteer placement, increases recruiting and retention rates, engages seasoned volunteers and creates a sustainable practice for your organization. By encouraging a learning culture through mentoring, you can ensure that volunteers take an active role in spreading knowledge and best practices throughout their organization. In the first part of this two-part VolunteerMatch webinar, you’ll learn how a mentoring program can benefit your volunteer engagement program and your organization, and some key steps and best practices for creating a mentoring program. Part II will cover building and managing a team of volunteer mentors. While it is strongly encouraged and extremely beneficial to attend both Part I and Part II of this series, attending both is not required.

What You’ll Learn:

  • How a volunteer mentor program can positively impact a volunteer engagement program.
  • The benefits of mentoring to volunteers and the organization.
  • How to structure a mentoring program.
  • Best practices for introducing a volunteer mentoring program into an organization.

Leveraging Volunteer Talent for Organizational Change

Wednesday, November 19, 2014 
2:00 PM (Eastern)

Organizations are recognizing that the old ways of doing business don’t work in this changing world. The good news is that today’s volunteers are interested in opportunities to help organizations innovate and pilot new ways of doing business. This VolunteerMatch webinar, led by Jennifer Bennett and Beth Steinhorn (JFFixler Group) will explore how to engage volunteers as leaders of change. Learn where your organization is in its lifecycle and gain an appreciation for the importance of innovation in organizational sustainability. The webinar will also feature strategies for supporting volunteers and holding them accountable for change.

Legal Traps for the Unwary Fundraiser 

Wednesday, November 19, 2014
1:00 PM – 2:00 PM (EST)

Did you know that most states require registration before a charity solicits donations? If your nonprofit is embarking on a new fundraising  campaign or you just want to brush up on fundraising legal and compliance issues, this 4Good webinar is for you. Topics include: state charitable solicitation registration rules, including which states you should be registered in for online solicitation: truthful fundraising campaigns; raffles, sweepstakes, and auctions; IRS requirements for substantiation of donations; reporting on fundraising  in the IRS Form 990; and potential Unrelated Business Income Tax issues.

How to Get Results on LinkedIn 4 Simple Steps

Thursday, November 20, 2014
3:00 PM (EST)

LinkedIn’s network becomes more valuable and more chaotic every day. Are you seeing the results you need for you and your nonprofit? Are you finding the opportunity to tell your nonprofit’s story, strengthen your network, create engagement, recruit for board members, staff, volunteers and donors? This free webinar will show you 5 simple actions you should take to increase results on LinkedIn.

In this CharityHowTo webinar, you will learn:

  • How to build a rock-star LinkedIn profile
  • How to build a strategic network
  • How to weave online + offline activities together
  • How to effectively participate on  LinkedIn

How to Captivate and Engage Your Constituents with Your Website

Monday, November 24, 2014
2:30 PM (EST)

The nonprofit industry is constantly evolving—especially from a technological standpoint. Now more than ever, having an effective website is the single most crucial component of an effective communications plan. In this Firespring webinar, learn from more than 10 years of focus group research with nonprofit constituents and donors on how you can captivate and engage your audience. In this webinar, you’ll discover:

  • The 5 required elements of an engaging website.
  • The 3 biggest mistakes nonprofits make with their websites.
  • 5 proven methods for promoting your organization online.
  • The #1 factor nonprofits should consider regarding search engine optimization.
  • Real-world examples of nonprofit organizations that have mastered their online presence.

October Webinars of Interest to Nonprofits


Nonprofit Boards & Effective Governance

 Starts Wed, Oct 1 2014, 10:00AM — a day from now
 Ends Wed, Oct 1 2014, 11:00AM — 2 days from now (lasts for about 1 hour)

Organize your best prospects: setting up and operating a ‘sales funnel’

 Starts Wed, Oct 1 2014, 12:00PM — 2 days from now
 Ends Wed, Oct 1 2014, 1:00PM — 2 days from now (lasts for about 1 hour)

Using Facebook Ads to Promote Year-End Campaigns

 Starts Wed, Oct 8 2014, 12:00PM — 9 days from now
 Ends Wed, Oct 8 2014, 1:00PM — 9 days from now (lasts for about 1 hour)

Top Ten Generational Gems for the Multiple Generations Workplace

 Starts Wed, Oct 15 2014, 10:00AM — 16 days from now
 Ends Wed, Oct 15 2014, 11:00AM — 16 days from now (lasts for about 1 hour)

From Resistant to Resourceful: A Collaborative Approach to Engaging Your Board in Fundraising

 Starts Wed, Oct 15 2014, 12:00PM — 16 days from now
 Ends Wed, Oct 15 2014, 1:00PM — 16 days from now (lasts for about 1 hour)

Awareness of Power in Non-profits

 Starts Wed, Oct 22 2014, 10:00AM — 23 days from now
 Ends Wed, Oct 22 2014, 11:00AM — 23 days from now (lasts for about 1 hour)

Storytelling for Non profits

 Starts Wed, Oct 22 2014, 12:00PM — 23 days from now
 Ends Wed, Oct 22 2014, 1:00PM — 23 days from now (lasts for about 1 hour)

The Budget Primer: Building and Using Budgets Better—

 Starts Wed, Oct 29 2014, 10:00AM — 30 days from now
 Ends Wed, Oct 29 2014, 11:00AM — 30 days from now (lasts for about 1 hour)

Supercharge Your Fundraising Efforts With Content Marketing

 Starts Wed, Oct 29 2014, 12:00PM — 30 days from now
 Ends Wed, Oct 29 2014, 1:00PM — 30 days from now (lasts for about 1 hour)

August Webinars of Interest to Nonprofits




Getting Started with Video for Your Nonprofit

Wed, Aug 13 2014, 10:00AM

In this webinar for nonprofit executives and marketers, you will learn:

What you need to have in place BEFORE you hire someone to make you a video.

How NOT to waste your money on a video that won’t yield results.

What kind of video(s) you need in order to get seen and heard in today’s noisy nonprofit market.

The mathematical formula that will help you decide your video’s budget.


Thing to Waste – How to Create a Powerful Fundraising Offer

Wed, Aug 20 2014, 10:00AM

Want to take your year-end fundraising appeal to new heights with some simple art and science that will make your hard work really pay off? The end of the calendar year is when people are primed to give the most. Whether you are an old pro and just want some new tips, or you’re writing your appeal letter for the first time, you’ll find killer strategies and tried-and-true tactics in this webinar to get your appeal to the next level. If you’re ignoring any of the elements that go into making your appeal effective you’re ignoring your organization’s future. Learn to make giving to you a no-brainer for your donors – and as easy as pie (don’t you love pie)?


Know the benefits that will inspire your target audience
Spell out the problem; Create a meaningful, believable, discrete call-to-action
Tell a compelling story with emotional triggers that incline the donor to create a happy ending
Learn how to use stories and statistics for the greatest impact
Make it easy for your reader to understand why you’re asking now
Get your envelope or email opened – killer tips
Get your appeal read – writing, editing and design keys
Find out which words to use a lot of – and which words to never use!
Learn the essential elements of an “I will give to you now!” reply card and landing page



August 11, 2014
2 p.m. ET
GuideStar Impact Call

The idea behind GuideStar’s Impact Call is to proactively provide results in real-time to constituents and begin a systematic dialogue that encourages data-driven decision-making across the sector. Loosely based on the quarterly earnings calls held by publicly owned companies, the Impact Call is open to everyone and will give people an opportunity to learn about GuideStar’s results in a more timely, interactive, inclusive, and comprehensive manner.

Presenters: Jacob Harold, President and CEO; James Lum, CFO; and Lindsay J.K. Nichols, Senior Director, Marketing and Communications, GuideStar USA (moderator)

August 21, 2014
1 p.m. ET

Storytelling Basics for Nonprofits

We all know that stories about individuals are the most effective way to get donors to respond to fundraising appeals. In fact, it is really quite unusual to receive appeals these days that don’t include a story of a particular person whose life was affected by a charity’s work. But it’s not enough to just tell a story. We must tell a story that connects with our audience and leave a lasting impression that impacts their philanthropic relationship with our cause.

Join us to learn how to do just that.

Presenters: Vanessa Chase, Fundraising and Communications Strategist, Founder of TheStorytellingNonprofit.com; and Jenny Taylor, Community Manager, GuideStar USA (moderator)



25 Online Fundraising and e-Newsletter Best Practices for Nonprofits

Date: Tuesday, August 5
Time: 1-2:30 pm EDT

This webinar covers 25 online fundraising and e-newsletter best practices most of which are at an intermediate to advanced level. Incorporating 15 years of knowledge about proven online fundraising and e-newsletter best practices, this webinar also looks forward to trends and tools that will transform online fundraising and e-newsletter campaigns over the coming half decade. Topics include:

Services and functionality to look for a “Donate Now” vendor
How to use social media to increase your online donations
How to launch a sustainer program
How to utilize social fundraising
How to launch a crowdfunding campaign
How to build your e-newsletter list
How to design your e-newsletter for smartphones and tablets
How to integrate social and mobile media into your online fundraising campaigns
An exploration of social and mobile fundraising apps
How mobile wallets could transform online fundraising

25 Facebook Page Best Practices for Nonprofits

Date: Tuesday, August 19
Time: 1-2:30 pm EDT

This webinar covers 25 Facebook Page best practices most of which are at an intermediate to advanced level. Click-by-click, attendees will gain a comprehensive understanding of the Facebook Page tool set and learn tips and tricks unknown to many nonprofit admins as well as gain a larger understanding of using Facebook to raise funds and create cause and brand awareness for your nonprofit. Topics include:

Content strategies for increasing engagement on your page
A click-by click tour of the Admin Panel
How to create custom tabs on your page
How to tap into the power of Facebook Milestones
How to add Facebook Location to your page
How to claim and merge Facebook Places Pages
How to claim and merge Facebook Community Pages
How to track your Facebook Insights
How to grow your Facebook community
The power of Facebook for fundraising
The functionality of Facebook Groups

March Conferences of Interest to Nonprofits


March 2 – 5

2014 Annual Conference on Corporate Contributions: “Going Beyond – The Potential of Corporate Philanthropy”, Association of Corporate Contributions Professionals, Las Vegas.

 Libby Anderson


March 5

Workshop: Smart Partnerships: Collaboration and Resource Strategies, Axelson Center For Nonprofit Management, Chicago, Illinois.

 Crystal Williams



March 6 – 9

2013 NCMPR Annual Conference, National Council for Marketing and Public Relations, New Orleans.


March 7 – 16

2014 SXSW Interactive Conference, South by Southwest, Austin, Texas.


March 10 – 12

2014 GEO National Conference, Grantmakers for Effective Organizations, Los Angeles, California.



March 12

“Advanced Search Techniques for Grant Writers,” webinar, Grant Professionals Association.


March 12

Webinar: Please help me understand…my program budget, Axelson Center For Nonprofit Management.

 Crystal Williams



March 13

2014 Mobile Marketing Day, Direct Marketing Association Nonprofit Federation, New York.


March 13 – 15

2014 Nonprofit Technology Conference, Nonprofit Technology Enterprise Network, Washington, District of Columbia.


March 17

2014 New York Conference: Social Media for Nonprofits, Social Media for Nonprofits, New York.


March 17 – 28

Monitoring and Evaluation Training Course, IMA International, New York.

 IMA International



March 19

Workshop: Program Evaluation 2.0: Measuring Your Mission, Axelson Center For Nonprofit Management, Chicago, Illinois.

 Crystal Williams



March 23 – 25

2014 AFP Conference, Association of Fundraising Professionals, San Antonio.


March 26

Workshop: Fundraising Institute: Creating Social Change and Raising the Money to Support It, Axelson Center For Nonprofit Management, Chicago, Illinois.

 Crystal Williams