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Handling and Utilizing Revocable Gifts for Nonprofits - Webinar

  • ID: 4394989
  • Webinar
  • October 2017
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Learn more information on how to handle the tax treatment and forecasting when utilizing revocable gifts.

Many nonprofit organizations dont have a planned giving program because they think the time, money and other resources required to support the program are beyond their means. Or they think their donors aren't interested. This topic will give you the basic tools you need to conduct a planned giving program with confidence and provide a pipeline of future benefits. Get your board and professional advisors on board.

You will be able to account for revocable gifts in a meaningful way that translates into greater transparency, better relationships with donors and increased understanding of the significance of supporting a planned giving program.

Learning Objectives
  • You will be able to recognize basic types of planned gifts.
  • You will be able to discuss gift acceptance policies.
  • You will be able to review conditional versus unconditional gifts.
  • You will be able to describe planned giving opportunities.
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Introduction and Overview

Basic Types of Planned Gifts
  • Gifts That Anyone Can Make
  • Estate Bequest
  • Appreciated Securities
  • Life Insurance
  • Artwork, Collectibles, Books
  • Real Estate
  • Retirement Plans Including 401(k) and IRA Accounts
  • Gifts That Pay Income
  • Charitable Gift Annuities (Immediate, Deferred and Flexible)
  • Charitable Remainder Annuity Trusts
  • Flip Unitrusts
  • Pooled Income Funds
  • Gifts That Protect Assets
  • Charitable Bargain Sales
  • Charitable Lead Trusts
  • Retained Life Estates
Gift Acceptance Policies
  • Best Practices
  • Purpose
  • Organization Goals
  • Donor Conflicts
  • Restricted Gifts
  • Legal Counsel
  • Acceptable Types and Forms of Gifts
  • Reporting Requirements
  • Monitoring
Conditional Versus Unconditional Gifts

Accounting for Conditional Versus Unconditional Gifts

Taxes and Planning

Planned Giving Opportunities
  • Legacy Society
  • Relationship
  • Portfolio
  • Track Whether Conditions Are Met
  • Procedures
  • Accounting
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Sarah Avery - Friedman LLP, Anne DeMesa - RWJBarnabas Health
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This webinar is designed for accountants, executive directors, controllers, tax managers, CFOs, CEOs, business owners and managers, board members, treasurers, bookkeepers, and attorneys.
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