TU Training - Navigating IRS Rules & Regulations
A special training for TU Treasurers and Financial Reviewers
Thu, Apr 14, 2022 8:00 PM (EDT)
After you purchase tickets you'll get instructions and a link to attend the event online.
Questions? Contact Event Organizer
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Thu, Apr 14 - 08:00 PM
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After you purchase tickets you'll get instructions and a link to attend the event online.
Update - the April 14th event has been postponed and will be rescheduled to a later date.
Under our new Vice President for Development, Elizabeth North, the National Office has overhauled their gift processing and acknowledgment standards. Our Director of Gift Planning, Sue Thomas, has prepared a workshop and guidelines for chapters to avoid inadvertently running afoul of IRS Rules and Regulations. Sue is a former estate planning attorney with over 30 years’ experience with charitable giving, including 20 years with The Nature Conservancy and National Wildlife Federation.
Under our new Vice President for Development, Elizabeth North, the National Office has overhauled their gift processing and acknowledgment standards. Our Director of Gift Planning, Sue Thomas, has prepared a workshop and guidelines for chapters to avoid inadvertently running afoul of IRS Rules and Regulations. Sue is a former estate planning attorney with over 30 years’ experience with charitable giving, including 20 years with The Nature Conservancy and National Wildlife Federation.
On Thursday, April 14th, Sue will offer an in depth review of IRS rules and regulations that affect both TU and our donors, with special attention to gifts in exchange for premiums and the potential for negative tax consequences if acknowledgments are done incorrectly, and will review the accounting rules that drive hard and soft crediting.
On Thursday, April 21st, Sue will offer a workshop on Gift Planning, and how you can easily incorporate basic information in your existing communications.
Both workshops will include time for questions and will be recorded if you can’t make it.
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After you purchase tickets you'll get instructions and a link to attend the event online.