2018 Conference Schedule

Wednesday, July 11, 2018

2nd Morning Mini Sessions

Fundraising and Tax Management

Date: 07/11/2018 10:10-11:45 a.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Taxes
Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
Tracks: Finance, Accounting, and Tax; Performance Improvement
Type: Mini
Level: Overview
Prerequisites: None
CPE Credits: 1.5
Trainers: Amanda VanNatta , Kate Atkins
Applicable Audience:
Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
Learning Objectives:
1. Determine best practices for events. Brainstorm possible event ideas with your peers and discuss what has worked for you, what hasn’t, what made money, whether it increased your organization’s image enough, and whether it was worth the expense.
2. Determine what is (and is not) considered a fundraising event on the Form 990.
3. Determine what is a charitable contribution and learn how to report it on Schedule G.
4. Determine what reporting needs are required for gaming (BINGO, 50/50 raffle, etc.).
Session Description:
Most nonprofits hold a fundraising event at some point in time, and there is a lot of confusion about how to report these events and what best practices should be in place for them. Join us in this session to learn from your peers about what has worked for them and to ensure you are in compliance on the Form 990 with your own events.