Tanya Howe Johnson

New NCPG Guidelines for Reporting and Counting Charitable Gifts
Topic: Planned Giving/ Major Gifts

June 14, 2005 at 2:00 PM Eastern

Registration Fee:

$39.95 Archive can be downloaded for 5 days from date and time of purchase.

Duration:  90 minutes

Summary
The National Committee on Planned Giving® has recently published the Guidelines for Reporting and Counting Charitable Gifts, which were created to provide a tool for charitable organizations to use for reporting and counting fundraising activity. The Guidelines provide a structure and methodology for counting charitable gifts whether in a traditional campaign context or other reporting period. They allow for campaign comparability and focus on the range of reports charitable organizations make to their external constituencies. This presentation will explain the new guidelines, contrast them with other gift counting methodologies, and outline the benefits of the guidelines to both charities and donors.

Learning Objectives

1. Understand reporting and counting methodologies and why new guidelines were needed, particularly for planned gifts.
2. Gain a knowledge of the new guidelines and how to use them.
3. Why using these guidelines will be beneficial to your fundraising efforts, your organization, and your donors

Who should attend?
All senior develpment professionals especially those involved with Planned Giving and Major Gifts and other nonprofit organizations who want to insure their fundraising program meets the latest standards for gift counting and gift reporting.