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Thompson & Associates od Thompson & Associates

Thompson & Associates od Thompson & Associates

Thompson & Associates

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.

Kategorije: Poslovanje

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Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Vice President Joe McKay, CPA, JD, on the topic of counting and accounting for a planned gift. In this podcast, they will cover the following points, and more: 1. What’s the difference between counting and accounting planned gifts? 2. Who is responsible for counting, and who is responsible for accounting? 3. How do you count a planned gift? How do you account for a planned gift? 4. How do you explain the difference of counting and accounting for a planned gift to a CFO? 5. Why is it good to both count and account for a planned gift? 6. How do you ensure that gifts aren’t counted twice? 7. What changes have occurred in accounting/counting gifts in terms of donor recognition? Are these changes good, and why? DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics. www.ceplan.com