Event Processing Roundtable - Topic for March 24, 2015

This meeting is the Spring Roundtable and will feature a compare/contrast among members of tools or best practices used for processing event donations. Please come prepared to share software, hardware, volunteer staffing, and paper processing practices your agency uses to manage all the activities related to events. Does your agency enlist the help of outside vendors? Does it use texting for silent auction bidding? Does it allow pre-event auction bidding online? Does your agency use paper and filing boxes? Or does it employ a combination of these?  Let us know!

At the end of our roundtable discussion, we will determine the areas that require follow-up expertise, which will be addressed by a speaker at the April meeting.

Endowments and Donor Designated Funds - Topic for February 24, 2015

This meeting is the Winter follow-up to the Winter Roudtable meeting held in January. During the Winter Roundtable, many questions precolated from discussion of Endowments and Donor Advised Funds. So, for this meeting, Gary Mudd and Steve Rommerskirchen of Kerber, Eck & Braeckel will provide expert follow up to elaborate on aspects of those types of gifts.

Specifically, they will address:

• How we can differentiate between endowments and donor advised funds?
• What are the best practices for endowment and donor advised fund policies?
• How can obsolete endowment spending policies get released when the original donor is no longer in touch with the non profit?
• How to determine when restrictions on gifts become so narrowly definied as to become non tax deductible.
• Footnote and 990 implications for endowments and donor advised funds.
• Best practices for budgeting and goal setting for endowments and donor advised funds