CASE All Districts Online 2023-Managing and Receiving Complex Gifts and Pledges

Video Transcription

Video Summary

The video is a recording of a presentation on managing and receiving complex gifts and pledges. The presenter, Karen Sims, discusses the importance of having policies and procedures in place to handle complex gifts, such as donations made in cryptocurrency, donations of closely held stock, and donations made through donor-advised funds. She also touches on the topic of sponsorships for events and the potential tax implications for donors. Sims emphasizes the need for clear communication with donors regarding the benefits they may receive in exchange for their gifts, and the importance of pledge management to properly track and fulfill donor commitments. She provides resources and advice for organizations to navigate the complexities of these types of gifts. The presentation is informative and provides practical tips for managing complex gifts and pledges.

Asset Caption

CASE Career Level: 2
CASE Competencies: Industry/Sector Expertise, Integrity & Professionalism

Keywords

managing complex gifts

receiving complex pledges

policies and procedures

cryptocurrency donations

closely held stock donations

donor-advised funds

event sponsorships

tax implications