Gift Acceptance Policies and Procedures for Nonprofit Organizations


This event qualifies for 1.5 CLEs


Benefits

Through effective gift acceptance policies and procedures, gift revenue may be increased for charitable organizations while tax and other benefits can be maximized for donors at reduced risk of legal or ethical violations. This live audio conference will help you review or prepare gift planning policies and procedures, the essential structure for gift acceptance, recording and reporting. The best practices associated with the education, cultivation, negotiation, completion, recognition and stewardship of gifts will be shared. Best practices assure compliance with legal and ethical standards to serve the interest of both donors and charities. This audio conference will share model policies for all types of planned gifts, assets for gifts, documentation, privacy, crediting, valuing, recognition, stewardship, reporting, ethical standards and many other topics.

Continuing Education Units
  • CLE (Please check the "Detailed Credit Information" page for states that have already been approved)
  • CPE
  • Enrolled Agents
  • Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Detailed Credit Information

Only registered attendee will receive continuing education credit. Additional attendees can receive continuing education credits at a discounted price. Call 1-866-352-9540 for further credit information and details.

Who Should Attend

This live audio conference is designed for accountants, CPAs, executive directors, attorneys, presidents, vice presidents, accounting managers, officers, controllers, CFOs, tax managers, business owners and managers, and enrolled agents.

Speaker and Presenter Information

Philip M. Purcell, Ball State University Foundation

Relevant Government Agencies

State Government, County Government, City Government, Municipal Government


Event Type
Webcast


This event has no exhibitor/sponsor opportunities


When
Wed, Aug 8, 2012, 1:00pm - 2:30pm


Cost

Live Audio Conference:  $199.00
GovEvents Member Price: $179.10
Live Audio Conference + CD:  $268.00
GovEvents Member Price: $241.20
CD/Manual Package Only:  $179.10


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Where
Holiday Inn Hotel & Suites Bakersfield North
3927 Marriot Drive
Bakersfield, CA 93308
Get directions


Website
Click here to visit event website


Organizer
Lorman Education Services


Contact Event Organizer



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