eCourse
Charitable Giving: Endowments and Restricted Gifts
Contains material from Jan 2017
Charitable Giving: Endowments and Restricted Gifts
3.44 out of 5 stars
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Portion of the audio went out on 2nd half of paper. However, I reviewed the slides and as a VP of Development with over 25 years experience found them very useful. Always good to learn from folks at Blazek and Veterling about topics like this.
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Session 1: Endowments and Other Restricted Gifts—Making Them and Breaking Them- Hear an analysis of important drafting and negotiating issues in agreements to govern endowment funds and other types of restricted gifts, the various ways to modify restricted gifts after they are made, and the role of gift acceptance policies and a board-level approval process.
Session 2: Financial Reporting for Endowments and Donor-Restricted Funds - Endowments and other donor-restricted funds are subject to financial reporting standards aimed at enhancing understanding of the nature of donor restrictions as well as management’s application of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in managing endowment funds. Hear an overview of the related accounting terminology and financial statement presentation and disclosure requirements.
Session 2: Financial Reporting for Endowments and Donor-Restricted Funds - Endowments and other donor-restricted funds are subject to financial reporting standards aimed at enhancing understanding of the nature of donor restrictions as well as management’s application of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in managing endowment funds. Hear an overview of the related accounting terminology and financial statement presentation and disclosure requirements.
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1.
Endowments and Other Restricted Gifts—Making Them and Breaking Them (Jan 2017)
John Sare
0.75
0.00
0.00
Session 1
—44 mins
Endowments and Other Restricted Gifts—Making Them and Breaking Them (Jan 2017)
Hear an analysis of important drafting and negotiating issues in agreements to govern endowment funds and other types of restricted gifts, the various ways to modify restricted gifts after they are made, and the role of gift acceptance policies and a board-level approval process.
Originally presented: Jan 2017 Nonprofit Organizations Institute
John Sare,
Patterson Belknap Webb & Tyler LLP - New York, NY
Show session details
2.
Financial Reporting for Endowments and Donor-Restricted Funds (Jan 2017)
Mimi Holt
0.75
0.00
0.00
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Session 2
—43 mins
Financial Reporting for Endowments and Donor-Restricted Funds (Jan 2017)
Endowments and other donor-restricted funds are subject to financial reporting standards aimed at enhancing understanding of the nature of donor restrictions as well as management’s application of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in managing endowment funds. Hear an overview of the related accounting terminology and financial statement presentation and disclosure requirements.
Originally presented: Jan 2017 Nonprofit Organizations Institute
Mimi Holt,
Blazek & Vetterling - Houston, TX