December 2, 2020 – Counting of Charitable Gifts

December 2, 2020 @ 12:00 pm – 1:15 pm
Virtual (Zoom)
Dale Abrams

Counting of Charitable Gifts

December 2, 2020

Joseph O. Bull, JD
Founder and Principal at Philanthropy Advisory Counsel, LLC

Mark Mangia, MBA, CFRE
Senior Advisor for Philanthropy, OhioHealth

Mike O’Sullivan, MA, MSW
Michael O’Sullivan Consulting

Join our panel discussion on the Counting of Charitable Gifts.

Seems like a straightforward issue, right?  It’s not.  Deferred gifts, gifts in kind, multiple year pledges, split interest gifts, gifts with significant restrictions, all cause headaches when you  are reporting the product of your work. Other issues include fairness in the recognition of donors, developing a good relationship with your organization’s finance and accounting function and budgeting issues, particularly in capital campaigns.

Mark, Joe and Mike will take us through the guidelines that have been established by CGP and AHP, and how you can avoid problems in your organization.

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