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Gain Funder and Donor Respect: Inspire Confidence Through Your 990 & Fundraising PoliciesTwo Popular PANO Programs in One Day! (Half-Day Options Available) Two Popular PANO Programs in One Day! (Half-Day Options Available) The IRS Form 990 from a Savvy Donor’s Perspective (9am-12pm) Instantly available on the internet, the Form 990 has become one of a nonprofit’s most important public relations documents.
This workshop approaches the long Form 990 from the perspectives of donors and regulators.
You will learn to:
·Recognize the Form 990 components that provide marketing and public relations opportunities
·Identify key areas that create “red flags” for the IRS, funders and potential donors
·Analyze your current Form 990 for completeness and accuracy
Advance Preparation:
*Bring your most recent Form 990 for review and to spark lively discussion!
Who Should Attend: Individuals responsible for fundraising and/or the financial management of nonprofits, including Executive Directors, CFO’s, key Board Members, Consultants and CPAs working with nonprofit organizations.
Prerequisite: Familiar with basic components of the IRS Form 990.
Program Level: Intermediate
Fundraising Practices: Track it right! Book it Right! Report it Right! (1pm-4pm)
What IS a fundraising expense? What is the right way to account for special events? When are government dollars considered program revenue and when are they fundraising revenue? What is the right way to account for administration and program expenses? What disclosures are required on fundraising solicitations?
This workshop covers the required and recommended fundraising practices for maximum transparency and compliance.
You will learn to:
·Identify best practices for accounting for fundraising dollars (grant writing is not covered in this workshop)
·Examine procedures for managing volunteers and staff who assist in your fundraising efforts
·Evaluate appropriate donor policies and apply what you’ve learned to your organization's fundraising solicitations.
Advance Preparation: Bring your Form 990 and samples of your fundraising solicitations to critique!
Who Should Attend: Individuals responsible for fundraising and/or the financial management of nonprofits, including Executive Directors, CFO’s, key Board Members, Consultants and CPAs working with nonprofit organizations.
Prerequisite: Experience with basic nonprofit fundraising practices
Program Level: Intermediate
Presenters:
Tish Mogan, Standards for Excellence Officer Pennsylvania Association of Nonprofit Organizations (PANO)
Kristen Danks, CPA, CFE Senior Accountant, Nonprofit and Government CliftonLarsonAllen LLP
Paul J. Kelly, III CPA CliftonLarsonAllen LLP
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Two Popular PANO Programs in One Day! (Half-Day Options Available) |
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The work of the Greater Philadelphia Cultural Alliance is made possible through the generous support of committed individuals and institutions. |
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