Charitable Giving: Enhancing Relationships and Ensuring Compliance

Charitable Giving: Enhancing Relationships and Ensuring Compliance

Wednesday, March 12 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Esq., Of Counsel, Montgomery McCracken, and Editor, Nonprofit Issues | Perry Monastero, Principal, RPM Consulting, and Licensed Standards for Excellence® Consultant

Moderated by: Ashley Suhler Tobin, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues & RPM Consulting

PANO is pleased to offer this Intermediate-Level Webinar on Charitable Giving, which qualifies for 2 Certified Fund Raising Executive (CFRE) credits. The webinar will be led by Perry Monastero of RPM Consulting Group. If you are interested in earning these credits, please register ONLY for the CFRE ticket (see below).

*NOTE: PANO does not offer CPE & CLE credits for accountants and lawyers. You MUST REGISTER HERE via Nonprofit Issues website if you are interested in these credits. You can reach them at info@nonprofitissues.com.

Do your fundraising practices strengthen your relationships with your donors and also keep you compliant with the law? Building strong donor relationships and growing a strong organization requires more than securing a gift. It requires thoughtful stewardship, clear communication and strict compliance with legal and ethical rules.

This webinar will cover charitable giving from soliciting the gift, through disposing of gift property, and handling an endowment in perpetuity.

Nonprofit attorney Don Kramer, joined by seasoned fundraising consultant Perry Monastero, will discuss the following questions and more:

• How do we tell a prospective donor we don’t really want his world-class collection of beer bottle caps?
• What should be included in an effective gift acceptance policy?
• When do you need a specific gift agreement, and what should be included?
• What do you do about naming rights when the donor turns out to be a criminal? Or the building needs a total rehab?
• What happens when a gift to support the chess team is useless because you dissolved the chess team?
• How should you acknowledge gifts and recognize donors?
• How do you get rid of stuff that has outlived its usefulness?
• Who has a right to enforce a gift agreement?
• How much can you withdraw from your endowment each year?
• Should your organization handle gift annuities or charitable trusts?
• How do you keep a donor engaged between gifts?

*Earning Credits:

•  Registered individuals who pay the CFRE ticket fee and participate fully in Charitable Giving: Enhancing Relationships and Ensuring Compliance are eligible for 2.0 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification. Participation in this program may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International. CFRE International does not sponsor or endorse any educational programs and Charitable Giving: Enhancing Relationships and Ensuring Compliance was not developed in conjunction with CFRE International. Ticket pricing for those interested in CFRE credits can be found below.
   
• PANO does not offer CPE & CLE credits for accountants and lawyers. You MUST REGISTER HERE via Nonprofit Issues website if you are interested in these credits. You can reach them at info@nonprofitissues.com.

Single Login Cost (No CFRE credits):
$45 per person for PANO Members | $100 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group ticket (below).

Single Login Cost (Including 2 CFRE credits):
$90 per person for PANO Members | $145 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group ticket (below). Please note that CFRE credits are only available for single login tickets, not group tickets.

Group Ticket Cost (4-10 individuals):
$150 per group for PANO Members | $333 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 10 individuals to add to your group ticket. Each person registered will receive their own unique login instructions and may join from wherever is most convenient for them.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options. If interested in obtaining the CFRE credits through PANO, please register all interested individuals for single login CFRE tickets rather than a group ticket.

Materials & Login Instructions:
Materials (PowerPoint and other handouts), along with login instructions, will be emailed to attendees 24 hours before the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All registrants will receive a recording of the webinar following the live session!

About the Facilitators

Donald W. Kramer, Esq., Nonprofit Issues & Montgomery McCracken

Donald W. Kramer serves as chair of Montgomery McCracken’s Nonprofit practice group. Don has more than 45 years of experience dealing with the concerns of nonprofit organizations, not only as a lawyer, but also as a teacher, writer, publisher, and board member. He serves as the editor and publisher of Don Kramer’s Nonprofit Issues®, a national newsletter of “Nonprofit Law You Need to Know,” which he founded in 1989. Learn more about Don here.

Perry Monastero, Principal, RPM Consulting

Perry Monastero is the Principal of RPM Consulting, where he specializes in strengthening nonprofits by taking a market-smart approach when providing philanthropic strategies, organizational assessment, and strategic planning services for rapidly growing organizations. As a licensed and certified firm serving nonprofits nationwide, RPM Consulting is outstanding at research and evaluation. Plus, as a National Standards for Excellence practice, they tailor recommendations to leaders who want to bolster governance and fund campaign opportunities simultaneously. Learn more about Perry here.