This program will be recorded on March 12, 2025
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.

Here are some of the questions we will discuss:

How do we tell a perspective 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 child molester, 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?

Nonprofit Issues® Editor Don Kramer will be joined by R Perry Monastero, a Standards for Excellence® licensed consultant and a fundraiser with more than 20 years of experience.  Ashley Suhler Tobin, Standards for Excellence Director of the Pennsylvania Association of Nonprofit Organizations, will facilitate the discussion.

Don Kramer has more than 45 years of experience in dealing with the legal issues of nonprofits of all types and sizes, is listed among The Best Lawyers in America in the category of nonprofit/charities law.

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We offer special discount pricing for multiple participants. Registrants, who pay one full-price registration, can add up to 5 people for the flat rate of $45 for the group. To add additional attendees, add the multiple participant product to your cart. (Lawyers and accountants requesting continuing education credit may be among the additional participants but must log in to the webinar separately.)

Purchasers will receive a package of materials from Nonprofit Issues®.

This program is approved to provide continuing legal and continuing professional education credits for lawyers and accountants in Pennsylvania.