eCourse
Exempt Organizations and Donors: Donor Care Kit, Charitable Solicitation Issues, plus Donor Advised Funds
Contains material from Jan 2013 to Jan 2014
Exempt Organizations and Donors: Donor Care Kit, Charitable Solicitation Issues, plus Donor Advised Funds
4.11 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?
Technical Questions?
512.475.6700
service@utcle.org
Session 1: Donor Care Kit - This session focuses on what nonprofits should do to attract and retain donors, distinguish their grant application from others', and help donors meet the IRS rules for claiming a charitable deduction. It also discusses the part of the Form 990 that private foundations examine most when determining whether to award a grant. The panelists offer perspectives from each side of the donor equation.
Session 2: “Thank You Very Much, But...” - Discussion of charitable solicitation issues and donor care. Learn when to accept, how to keep your alliance with donors alive and well, and how to avoid the legal pitfalls and traps for the unwary with gift-receipt policy and acknowledgement best practices.
Session 3: The Meteoric Rise of Donor Advised Funds - Donor Advised Funds are the fastest growing charitable giving platform in the United States and have been for the last several years, largely due to the ease and flexibility such funds offer to donors. This session includes a concise overview of the most salient features of such funds, as well as a discussion of their limitations. The speaker presents three case studies to explore real-world uses in the context of unique family or financial circumstances.
Session 2: “Thank You Very Much, But...” - Discussion of charitable solicitation issues and donor care. Learn when to accept, how to keep your alliance with donors alive and well, and how to avoid the legal pitfalls and traps for the unwary with gift-receipt policy and acknowledgement best practices.
Session 3: The Meteoric Rise of Donor Advised Funds - Donor Advised Funds are the fastest growing charitable giving platform in the United States and have been for the last several years, largely due to the ease and flexibility such funds offer to donors. This session includes a concise overview of the most salient features of such funds, as well as a discussion of their limitations. The speaker presents three case studies to explore real-world uses in the context of unique family or financial circumstances.
Includes: Audio Paper Slides
Preview mode.
You must be signed in, have purchased this eCourse,
and the eCourse must be active
to have full access.
Preview Sessions
Show session details
1.
Donor Care Kit (Jan 2013)
Nicola Fuentes Toubia, Emelda Douglas, David L. Nelson
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Audio
(mp3)
43 mins
Slides
(pdf)
31 pgs
Session 1
—43 mins
Donor Care Kit (Jan 2013)
This session focuses on what nonprofits should do to attract and retain donors, distinguish their grant application from others', and help donors meet the IRS rules for claiming a charitable deduction. It also discusses the part of the Form 990 that private foundations examine most when determining whether to award a grant. The panelists offer perspectives from each side of the donor equation.
Originally presented: Jan 2013 Nonprofit Organizations Institute
Nicola Fuentes Toubia,
Fuentes Toubia, PLLC - Houston, TX
Emelda Douglas,
Neighborhood Centers, Inc. - Bellaire, TX
David L. Nelson,
Attorney at Law - Houston, TX
Show session details
2.
“Thank You Very Much, But...” (Jan 2014)
Lyn Berman, Melody Timinsky, Susan Jeter Wommack
1.00
0.00
0.00
Session 2
—60 mins
“Thank You Very Much, But...” (Jan 2014)
Discussion of charitable solicitation issues and donor care. Learn when to accept, how to keep your alliance with donors alive and well, and how to avoid the legal pitfalls and traps for the unwary with gift-receipt policy and acknowledgement best practices.
Originally presented: Jan 2014 Nonprofit Organizations Institute
Lyn Berman,
Attitudes & Attire - Dallas, TX
Melody Timinsky,
Volunteers of America - Euless, TX
Susan Jeter Wommack,
Baylor University - Waco, TX
Show session details
3.
The Meteoric Rise of Donor Advised Funds (Jan 2013)
Stephen D. Maislin
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Slides
(pdf)
14 pgs
Session 3
—29 mins
The Meteoric Rise of Donor Advised Funds (Jan 2013)
Donor Advised Funds are the fastest growing charitable giving platform in the United States and have been for the last several years, largely due to the ease and flexibility such funds offer to donors. This session includes a concise overview of the most salient features of such funds, as well as a discussion of their limitations. The speaker presents three case studies to explore real-world uses in the context of unique family or financial circumstances.
Originally presented: Jan 2013 Nonprofit Organizations Institute
Stephen D. Maislin,
Greater Houston Community Foundation - Houston, TX