ProCalendar

Fundraising Practices: Track it Right! Book it Right! Report it Right!

Presented by: PANO and United Way of the Greater Lehigh Valley

Presenters:

Tish Mogan, Standards for Excellence Officer
PANO

Bill Oswald, CPA Partner
Morey, Nee, Buck & Oswald, LLC
Certified Public Accountants and Advisors

Report it Right! (From 1pm-4pm)

What IS a fundraising expense?

What is the right way to account for special events?

When are government dollars considered program revenue and when are they fundraising revenue?

What is the right way to account for admin and program expenses?

What disclosures are required on fundraising solicitations?

This workshop covers the required and recommended fundraising practices for maximum transparency and compliance.

You will learn to:

·Identify best practices for accounting for fundraising dollars (grant writing is not covered in this workshop)

·Examine procedures for managing volunteers and staff who assist in your fundraising efforts

·Evaluate appropriate donor policies and apply what you’ve learned to your organization's fundraising solicitations.

*Bonus: Bring your Form 990 and samples of your fundraising solicitations to critique!

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