DEV: Counting & Accounting a Planned Gift with Joe McKay, CPA, JD

Thompson & Associates

English - February 10, 2014 21:39 - 13 minutes - 18.7 MB - ★★★★★ - 4 ratings
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Previous Episode: DEV: Types of Gifts People are Giving Today with Johni Hays, JD, FCEP

Next Episode: DEV: Characteristics of a Successful Fundraiser with Dr. Eddie Thompson, FCEP

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.

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