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All Gifts Are Not Created Equal: Best Practices in Gift Acceptance Policies

April 28, 2016
7:30 AM to 9:00 AM EST

BDO Columbus
300 Spruce Street
Columbus, OH 43215
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Kelsey Vilanova
(614) 573-7777
  • Summary
  • Agenda
  • Presenters
Why does your organization need a gift policy? Find out as BDO Columbus and Goettler Associates, Inc. walk you through the elements of a gift acceptance policy and how it can advance your cultivation and solicitation strategies. Take advantage of this unique opportunity to hear from our team of industry leaders during this complimentary seminar. Join your peers in learning ways to leverage your fundraising efforts to work to your organization's advantage, with positive results. 

Specific topics to be covered include:
  • Best practices for creating your organization’s gift acceptance policy and examples
  • Tax implications of different types of donations
  • Identifying types of donations and how they are recognized under GAAP standards
  • Discussing the “real-life” applications through case studies – the good, the bad, and the ugly!

7:30 AM to 8:00 AM - Registration/Continental Breakfast

8:00 AM to 9:00 AM – Seminar

Please park in any available visitor spot. Additional parking is also available in the back lot in any unnumbered spot.

David Goettler, CEO, Goettler Associates, Inc.

Annette Hoelzer, Nonprofit Tax Partner, BDO

Lori Overmyer, Vice President, Goettler Associates, Inc.