Donor Advised Funds and NPOs: Supporting Organizations, Recognizing and Recording Contributions
Recording of a 110-minute CPE webinar with Q&A
This course will guide advisers to nonprofit organizations on interacting with donor-advised funds (DAFs). The panel will discuss the types of sponsoring organizations, how donations are reported and solicited, pledges from DAFs, and the downsides of these funds so that practitioners and advisers can assist nonprofits in maximizing the benefits of these charitable instruments.
Outline
- What is a DAF
- Types of sponsoring organizations
- Reporting donations from DAFs
- Soliciting donations
- Pledges
- Downsides
Benefits
The panel will review these and other high priority issues:
- What is a DAF?
- How should a nonprofit organization report DAF receipts?
- What are the types of sponsoring organizations and considerations of each?
- What are the downsides of establishing a DAF?
Faculty
Martin (Marty) Levine
Principal
Levine Partners Consulting
Mr. Levine, prior to forming Levine Partners, served as the CEO of JCC Chicago creating a purpose driven organization,... | Read More
Mr. Levine, prior to forming Levine Partners, served as the CEO of JCC Chicago creating a purpose driven organization, continuously realigning service and management systems to responsively and effectively fulfill JCC Chicago’s mission. He has served as a consultant on organizational change and improvement to school districts and community organizations. Mr. Levine has published articles on organizational change and his writings appear frequently as part of Nonprofit Quarterly’s News Feed; he has presented at numerous conferences on this subject.
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Nick G. Tarlson, CPA
Founder
Tarlson & Associates
Mr. Tarlson is the founder of Tarlson & Associates. He served in the regulated industries consulting division of... | Read More
Mr. Tarlson is the founder of Tarlson & Associates. He served in the regulated industries consulting division of Ernst & Whinney for eight years and as a Chief Financial Officer in the energy and construction industries for two years before starting the firm. Mr. Tarlson serves on a number of state and local committees of the California Society of Certified Public Accountants and other, related professional associations, in taxation, estate and probate, personal and estate planning, charitable giving and litigation support topic areas, and recently published an article on the use of donor advised funds (a charitable giving vehicle) in the Journal of Accountancy, the national magazine of the American Institute of Certified Public Accountants. He also serves as a forensic accounting expert in a variety of litigation support contexts, including economic damages, business valuation, bankruptcy, probate, trust, and marital dissolution cases, on behalf of both plaintiffs and defendants, and has often served as a Section 730 neutral expert, appointed by the court to serve both parties.
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