Meeting the Challenges of Accepting and Receipting Gifts

May 21, 2012 - 1:00 to 3:00 pm EDT & May 23, 2012 - 1:00 to 3:00 pm EDT

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Overview

Better understand the varieties of possible charitable contributions and your institution’s obligations for each variation.

While many nonprofit gifts are straightforward, others present particular challenges and require special attention. There are some that can only be responded to in certain ways, others the IRS does not consider gifts at all, and still more that should be considered carefully before accepting. Understanding the specifics of these and other charitable contributions makes it possible for your institution to meet its legal requirements, protect its own interests, and provide superior donor service.

Join us online to better understand the varieties of possible contributions and your institution’s obligations for each variation. A comprehensive event on gift receipting and acceptance, this program will cover:

Defining charitable contributions for federal income tax purposes
Identifying the legal donor of a gift
Gift receipt requirements and considerations
Non-cash gift issues
Recent tax code changes and updates
Considerations to weigh before accepting a gift

WHO SHOULD ATTEND

US advancement services professionals of all experience levels will benefit from attendance. Novice participants will gain a strong introduction to the basics of gift receipting/acceptance and learn how to recognize more advanced topics when they arise. More seasoned participants will benefit from an advanced discussion of donor-advised funds, non-cash gifts, and new IRS form requirements. Both groups will gain from a discussion of common fundraising activities (such as charitable auctions) that present unique gift receipting/acceptance challenges and why they are not as complex as they appear.

CONTINUING EDUCATION CREDITS

CFRE CREDITS

This webcast has been approved for continuing education credits toward the CFRE International application for initial certification and/or recertification.

CONTINUING LEGAL EDUCATION (CLE) CREDITS

Most Academic Impressions law-related events are applicable for Continuing Legal Education (CLE) credits in the state of Colorado. This program is currently being considered for approval. Credit may be granted by states outside of Colorado, but credit decisions are at the discretion of individual state boards.

CPE CREDITS

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Recommended CPE Credits: 4.0
Specialized Knowledge and Applications: Group-Internet
Prerequisites: None
Program Level: Basic

Academic Impressions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Website: www.nasba.org

Agenda

Session 1: Monday, May 21, 2012

Gift Definitions and Receipting

Learning Outcome: After participating in this webcast session, you will be able to improve the accuracy of your gift receipting processes.

1:00 - 3:00 p.m. EDT

Understanding gifts
- Identifying what is and is not a gift according to the IRS
  - The key characteristics of a charitable contribution
  - Common activities that are explicitly not gifts
- Identifying the legal donor
  - The basic principle: Whose money is it?
  - The value and limitations of the “name on the check” rule of thumb
  - Understanding donor-advised and donor-directed funds
  - Legal agents
- Defining when a gift is complete and completeness is important
- Being precise in talking about “deductibility”
- Quid pro quo transactions
Gift receipts
- Understanding responsibilities related to substantiating a charitable contribution
  - What is the donor responsible for substantiating?
  - What is your organization responsible for substantiating?
- Understanding acknowledgment and disclosure requirements
  - Why are there two sets of requirements?
  - When is a receipt required, and what has to be included?
  - Best practices
- Did the Pension Protection Act of 2006 change anything?
- Applying receipt requirements to special cases
  - Non-cash and planned gifts
  - Payroll deduction
  - Auctions
  - Non-reimbursed expenses
- When not to send a receipt
- Receipting charitable IRA distributions (if Congress reauthorizes them)

Session 2: Wednesday, May 23, 2012

Non-Cash Gifts and Acceptance Considerations

Learning Outcome: After participating in this webcast session, you will be able to improve the accuracy of your shop’s non-cash gift processes and the effectiveness of your gift acceptance decision-making.

1:00 - 3:00 p.m. EDT

Non-cash gifts
- Understanding types of non-cash gifts
  - Publicly traded securities
  - Closely held securities
  - Real vs. tangible personal property
  - Motor vehicles, boats, and airplanes
- Understanding additional distinctions that will be important to your donors
  - Depreciable property
  - Capital gains property
  - Ordinary income property
  - Intangible personal property
- What did the Pension Protection Act of 2006 change?
- IRSForms 8283 and 8282
  - When are the forms required?
  - What does the donor, appraiser, and recipient certify on the 8283?
- IRS Form 1098-C
Gift acceptance
- Understanding why you might not want to accept a gift and the consequences for non-acceptance
- Setting up policy for final decisions
- Case studies
  - Support for your organization’s mission?
  - Restrictions and obligations
  - Encumbrances
  - Community relations

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

Best Value

Purchase both webcasts and the CD recordings and receive the CDs for half price.

$1,050.00

Live Webcast Connections + CD Recordings for ALL Sesssions in Meeting the Challenges of Accepting and Receipting Gifts

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
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	First Name Last Name Job Title Email	Weight for row 16

$725.00

Live Webcast Connections for BOTH Sesssions of Meeting the Challenges of Accepting and Receipting Gifts

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
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	First Name Last Name Job Title Email	Weight for row 16

Live Webcast Connection

With a single site connection you can invite as many people as you like to watch and listen to the webcast from the same computer. You’ll also receive an electronic link to the presentation materials and handouts as well as additional resources referenced during the live event. Following the webcast you’ll receive an email that contains a link to the recorded webcast (link active for 60 days). Additional site connections are also available for $195.

$425.00

Session 1: Gift Definitions and Receipting

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
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	First Name Last Name Job Title Email	Weight for row 13
	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

$425.00

Session 2: Non-Cash Gifts and Acceptance Considerations

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
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	First Name Last Name Job Title Email	Weight for row 13
	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

CD Recording of Live Webcast

We record the audio and visual portion of all live webcast events and make them available in two forms; as a CD or as an electronic download. CD recordings are mailed with a bound copy of the presentation materials and handouts approximately 10 business days following the live webcast date.

Save 50% when you purchase a recording in conjunction with a live event connection!

$350.00

Session 1: Gift Definitions and Receipting recording

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
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	First Name Last Name Job Title Email	Weight for row 12
	First Name Last Name Job Title Email	Weight for row 13
	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

$350.00

Session 2: Non-Cash Gifts and Acceptance Considerations recording

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
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	First Name Last Name Job Title Email	Weight for row 12
	First Name Last Name Job Title Email	Weight for row 13
	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

$650.00

CD Recordings for BOTH Sesssions of Meeting the Challenges of Accepting and Receipting Gifts

Attendee Information

Please provide your information

State/Province *

Country *

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

We record the audio and visual portion of all live webcast events and make them available in two forms; as a CD or as an electronic download. On-demand downloads are available through an internet link sent via email approximately 10 business days following the live webcast date (links are active for 180 days).

Save 50% when you purchase an on-demand download in conjunction with a live event connection!

$350.00

Session 1: Gift Definitions and Receipting On-Demand Download

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
	First Name Last Name Job Title Email	Weight for row 5
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	First Name Last Name Job Title Email	Weight for row 8
	First Name Last Name Job Title Email	Weight for row 9
	First Name Last Name Job Title Email	Weight for row 10
	First Name Last Name Job Title Email	Weight for row 11
	First Name Last Name Job Title Email	Weight for row 12
	First Name Last Name Job Title Email	Weight for row 13
	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

$350.00

Session 2: Non-Cash Gifts and Acceptance Considerations On-Demand Download

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
	First Name Last Name Job Title Email	Weight for row 5
	First Name Last Name Job Title Email	Weight for row 6
	First Name Last Name Job Title Email	Weight for row 7
	First Name Last Name Job Title Email	Weight for row 8
	First Name Last Name Job Title Email	Weight for row 9
	First Name Last Name Job Title Email	Weight for row 10
	First Name Last Name Job Title Email	Weight for row 11
	First Name Last Name Job Title Email	Weight for row 12
	First Name Last Name Job Title Email	Weight for row 13
	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

Refunds will be issued only if cancellations are received in writing by March 16, 2012. A $75.00 processing fee will be assessed. After March 16, 2012 a credit (less $75.00 processing fee) will be issued. The credit will be valid for 12 months and can be used toward any future conferences, web conferences, audio proceedings, or web conference archives. In case this event is cancelled, Academic Impressions' liability is limited to a refund of this registration fee only.

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What Others are Saying

“

This webcast was a wonderful refresher for me. It confirmed that I am doing things correctly and clarified things that I was not completely sure about.

”

Christina Paulsen

Coordinator, Donor Relations, McPherson College

“

The webcast was very helpful — it contained a lot of useful information, tips, latest IRS regulations, and materials that we can refer to.

”

Irina Krasnitskaya

Senior Gift Processor, Advancement Services, San Francisco State University

“

The webcast was an excellent source of information. We had a number of people from our institution attend. It was valuable to have the different players from fundraising and accounting together in the same room so we all now have the same understanding of what is correct and proper for our donors.

”

Weslie Gray

Manager, Gift Receipting, Northwestern College

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Meeting the Challenges of Accepting and Receipting Gifts

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WHO SHOULD ATTEND

CONTINUING EDUCATION CREDITS

CFRE CREDITS

CONTINUING LEGAL EDUCATION (CLE) CREDITS

CPE CREDITS

Session 1: Monday, May 21, 2012

Gift Definitions and Receipting

Session 2: Wednesday, May 23, 2012

Non-Cash Gifts and Acceptance Considerations

Want more information about this event?

Alan S. Hejnal

Best Value

Live Webcast Connections + CD Recordings for ALL Sesssions in Meeting the Challenges of Accepting and Receipting Gifts

Live Webcast Connections for BOTH Sesssions of Meeting the Challenges of Accepting and Receipting Gifts

Live Webcast Connection

Session 1: Gift Definitions and Receipting

Session 2: Non-Cash Gifts and Acceptance Considerations

CD Recording of Live Webcast

Session 1: Gift Definitions and Receipting recording

Session 2: Non-Cash Gifts and Acceptance Considerations recording

CD Recordings for BOTH Sesssions of Meeting the Challenges of Accepting and Receipting Gifts

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

Session 1: Gift Definitions and Receipting On-Demand Download

Session 2: Non-Cash Gifts and Acceptance Considerations On-Demand Download

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What Others are Saying

Christina Paulsen

Irina Krasnitskaya

Weslie Gray

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