Stewardship is More than Communication

Stewardship is More than Communication

Wednesday, September 22 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Editor and Publisher, Nonprofit Issues | Lise Twiford, Director of Development, Germantown Friends School

Moderated by: Tish Mogan, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Obtaining a commitment for a charitable contribution is only the first step in a charity’s obligation for stewardship of its gifts. Stewardship requires good communication with donors…and a whole lot more. There are both public relations issues and legal requirements to consider.

Led by Nonprofit Issues® Editor Don Kramer, Lise Twiford, a fundraiser with more than 30 years of experience now serving as Development Director at Germantown Friends School in Philadelphia, this webinar will cover a wide range of topics, from desired and required acknowledgements through disposition of gifted property. It will stress the value of gift agreements to reduce the likelihood of misunderstanding and blaze a pathway to true understanding with donors. Through a review of sample gift agreements, it will discuss the key provisions to protect both the donor and the charity, particularly where the gift is given for restricted purposes for endowment or for a special project. The discussion will include proper recognition, naming rights, advisory rights, variance powers, a “morals clause”, and enforcement provisions.

Don and Lise will discuss administration of charitable gift annuities and charitable trusts, making investment and spending policy decisions under the Uniform Prudent Management of Institutional Funds Act, rights of donors and their families to sue, and maintaining relationships with the state Attorney General.

With the busiest season of the year for charitable giving fast approaching, you won’t want to miss this opportunity to develop a checklist to protect your organization and improve donor relations!

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Single Login Cost:
$45 per person for PANO Members | $100 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost (4-10 individuals):
$150 per group for PANO Members | $333 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 10 individuals to add to your group ticket.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All webinar registrants will receive a recording of the webinar following the live session!