Advancement FASB Fund Accounting and Reporting

November 9, 2011

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Overview

Understand and meet your shop’s FASB accounting reporting requirements.

Be it daily, weekly, or monthly, reconciliation between your advancement shop and central accounting is key to running a well-managed institution. Complex philanthropic gifts can make the process complicated. For example, how should you internally report donated services, a dense gift annuity, or a multi-year pledge?

Join us online to learn how to handle these issues and accurately report your work to your institution's finance office.

WHO SHOULD ATTEND

Advancement professionals responsible for compiling and reporting their fundraising results to central accounting will gain an understanding of how to accurately show those results under FASB standards. Accounting professionals will gain a better partnership with their advancement counterparts by joining them in viewing the webcast, but this event is not designed for accounting professionals attending alone. Please note that this event is not intended for finance office professionals experienced in fund accounting work.

Agenda

Learning Outcome:

After participating in this webcast, you will be able to more accurately report your institution's fundraising efforts under FASB accounting standards.

Wednesday, November 9, 2011

1:00 - 2:30 p.m. EST

The big picture
- IRS regulations vs. CASE gift reporting vs. fund accounting
- Changing your focus
  - CASE: deductibility
  - IRS: private gift support volume
  - Fund accounting: organizational financial position
- Dealing with revenue as a negative number
Understanding the impact of the switch to the current standards (F.A.S. 116 and 117)
Addressing difficult topics
- Deferred gifts (CRATs, CGAs, and CRUTS)
- In-kind gifts: services vs. tangible property
- Insurance policies
- Pledges, payments, and outright gifts
- Restricted gift income
Working within your finance office's reconciliation process

Want more information about this event?

Contact Jason J. Shuba, Senior Conference Director if you'd like additional information about the program agenda.

Instructors

Alan S. Hejnal

Director, Records Management

University of Oregon Foundation

An advancement professional for 20 years, Alan brings a broad background to the subject of reporting standards and responsibilities. Previously affiliated with institutions such as Claremont Graduate University and Gettysburg College, he most recently managed the University of Richmond’s efforts in gift processing, demographic data, and reporting, also serving as his division’s liaison to information services. A regular conference speaker since beginning his career, Alan is the author of two chapters in the second edition of the CASE book Advancement Services: A Foundation for Fundraising.

Registration

CD Recording of Live Webcast

$350.00

Advancement FASB Fund Accounting and Reporting recording

Attendee Information

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On-Demand Download of Live Webcast (180 day license)

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