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New Form 990 and Fundraising Practices in Lancaster, PA
August 19, 2011 - 5:00am
Because most charities’ Form 990s are instantly available on the internet, they can be a charity's most important public relations document. They can also be traps for the unwary that lead to confusion, serious adverse publicity, and governmental sanctions.
Who Should Attend: This course is designed for key administrators and board members of 501 (c) 3 organizations.
Level of Difficulty: Beginner to Intermediate
Learning Objectives Include:
· Understand components of the new Form 990 schedules that are critical and could be overlooked.
· Explore and discuss the new Form 990 from the perspectives of a donor and a regulator.
· Learn best practices for using the Form 990 as a tool to provide transparency on a charity's operations.
Materials to Bring: Your organization’s most recent Form 990
Presenters:
Tish Mogan, Standards for Excellence Officer
Pennsylvania Association of Nonprofit Organizations, Harrisburg
Doreen Harr, MSLBE, Special Investigator II,
Division of Investigations at the PA Bureau of Charitable Organizations
Afternoon Program Description:
Fundraising Practices: Track it Right! Book it Right! Report it Right!
(1:00pm to 4:00pm)
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 a fundraising expense? This session answers these questions and provides suggestions for managing anyone who assists you in fundraising, including board members, staff, consultants and volunteers. The discussion closes with information about donor privacy, appropriate donor policies and provides the opportunity for participants to critique their own fundraising materials.
Who should attend: This program is designed for individuals responsible for fundraising and/or the financial management of nonprofit organizations.
Level of difficulty: Beginner to Intermediate
Learning objectives include:
· Discover best practices for accounting for fundraising dollars (grant writing not covered in this workshop)
· Discuss procedures for managing volunteers and staff who assist in your fundraising efforts
· Study appropriate donor policies and apply your learning to your organization's fundraising solicitation
Materials to bring:
· Samples of your fundraising solicitations and acknowledgements to critique your own materials
· Your most recent Form 990
Presenters:
Tish Mogan, Standards for Excellence Officer
Pennsylvania Association of Nonprofit Organizations, Harrisburg
Gary Dubas, CPA and Partner
McKonly & Asbury, LLP
Full day: $25 PANO Members; $45 Nonmembers
Half day (A.M) - Form 990 - $15 PANO Members; $25 Nonmembers
Half day (P.M) - Fundraising Practices - $15 PANO Members; $25 Nonmembers
Event Details
August 19, 2011 - 5:00am
Registration Information
Event Fee:
15-45
Website Registration:
Contact Name:
PANO
Contact Phone:
(717) 236-8584
