Is It Tax Deductible?

Summary

Program Description:
As fundraisers, we make decisions every day that have financial implications for our organizations and our donors. Issues such as tax deductibility, fair market value, sponsorship benefits, non-cash gifts, and expense allocations arise in nearly every fundraising technique. You’ll learn how to talk to your donors about tax- and finance-related issues, where to go for more information, and when you need to call in an expert.

Speaker(s):
Christine A. Pieper, CFRE
Development Director, California Native Plant Society
Christine has worked in fundraising for more than 15 years as staff member, consultant, and Board member. Her experience with Potomac Conservancy, NatureServe, and American Farmland Trust has included major donors, direct mail, foundations, special events, and capital campaigns. Christine enjoys helping small nonprofits professionalize their development function and engage Board members in fundraising.

Michael Shimizu, CPA
Michael Shimizu has been a CPA since 2001 and in public accounting for over 18 years. During that time he's worked with the tax exempt sector as an auditor, a consultant, controller, and tax preparer. He assists organizations with their accounting needs, performs audits, advises on tax compliance issues, and assesses internal controls and offers suggestions for improvement.

Program Agenda:
Registration and Networking: 11:30AM
Luncheon Presentation: 12:00PM – 1:30PM

FEES
Please note if you preregister by December 17 the fees to attend are:
o Members - $25
o Regular - $40

Walk-ins are welcome but please note the cost at the door:
o Members - $35
o Regular - $50

Prepayment & Refund Policy:
AFPCCC hereby establishes the policy that attendance will be paid in advance by credit card. For members and attendees who want to pay by check, checks will need to be received one week before the event in order for them to be considered registered.

Please send checks to: AFPCCC, PO Box 215433, Sacramento, CA 95821.

You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Monday, December 10.

If you find you can not make it after the 48 hour cancellation, your registration can be used by another person but must pay the difference if applicable.

Details

  • When

  • Wednesday, December 12, 2018
    12:00 PM - 1:30 PM

  • Where

  • Sierra Health Foundation
    1321 Garden Highway
    Sacramento, California 95833
    (916) 922-4755

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