Time to Reconsider Special Event Fundraising

Time to Reconsider Special Event Fundraising

Thursday, July 22 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Editor and Publisher, Nonprofit Issues and Wendy Epstein, Principal, Epstein Consulting Group

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.

Auctions. Sponsorships. Lotteries. Reporting. Charities utilizing events to raise funds for their program have struggled for years to stay compliant with the law. Many learned lessons from “virtual” events over the last year. Many of the “old” rules were not relevant. Now is the time to put all of the issues together in planning for the upcoming fundraising season.

This webinar will take event planners through a step-by-step review of key legal issues, from initial planning to final reporting.

Special events or other activities that involve sponsorships, keynote speakers, auctions, lotteries, or thank-you gifts must deal with a variety of technical legal requirements in advertising, calculating, and acknowledging the income. This webinar reviews those rules so that charities can comply with the interlocking requirements.

It will cover:

• charitable solicitation registration
• substantiation and "quid pro quo" acknowledgments
• sponsorship rules distinguishing contributions from advertising
• live stream and prerecorded events
• unrelated business income tax possibilities
• charity auctions and their special rules for valuing contributions
• lotteries and sweepstakes in-kind contributions
• liquor licenses
• copyright issues
• privacy issues
• release forms
• overtime compensation
• Form 990 reporting
• and more

For a comprehensive check list of special concerns for your next fundraising effort, join us for an in-depth look at the rules that affect your work. Some of them may surprise you.

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

*If you had previously seen information about scholarships for this and other events, courtesy of The Provident Bank Foundation, the pot has run dry! We’re so glad so many nonprofit professionals in Bucks, Lehigh, and Northampton Counties were able to attend our programs free of charge, and we hope to offer similar opportunities for others in the future. Keep your eye out for other scholarship funds!

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!