Advancement FASB Fund Accounting and Reporting

(Retired)

Advancement FASB Fund Accounting and Reporting

(Retired)

Table of Contents


Overview

More accurately report your institution’s fundraising efforts under FASB accounting standards.

Agenda

  • Understanding the intricacies of:
    • IRS regulations
    • CASE gift reporting and the legacy of old-style fund accounting
    • Financial accounting
    • Changes to gifts from a previous period
    • Gift posting process (gift feed)
  • Addressing difficult topics
    • Restricted gift income
    • Deferred gifts (CRATs, CGAs, and CRUTS)
    • In-Kind gifts: Services vs. tangible property
    • Insurance policies
    • Pledges, payments, and outright gifts
    • Attendee examples
  • Partnering with your finance office for improved reporting
    • Building a better relationship with your finance office counterparts
    • Working within your finance office’s reconciliation process

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.