It’s Deductible! Keeping the IRS and Your Donors Happy

Virtual Workshop – Live/Online

Fee: $50 for MCN members / $70 for nonmembers

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Donor stewardship is more than just saying “thank you” and sharing how your nonprofit is delivering on mission. Donor stewardship is making sure you are providing your donors with accurate and timely documentation of their contributions. The IRS has specific rules and regulations that must be followed. Failure to meet these expectations can result in penalties that range from financial to losing your 501(c)(3) charitable status. What happens when you receive a qualified charitable distribution? Who’s the legal donor when you receive a grant from a donor advised fund? How do you receipt a gift of stock? In this interactive session, participants will gain the knowledge and resources you need to record, receipt, and acknowledge gifts that steward your donors while not running afoul of the IRS.

Learning objectives:

• Develop fundraising and stewardship plans that encourage engagement and giving while adhering to IRS guidelines
• Leave with the foundation of IRS requirements for gift acknowledgement and substantiation.
• Gain the knowledge and confidence of when they must decline a gift or stewardship request
• Know where to find resources to support their gift acknowledgement and stewardship policies

Event Details

This virtual event will take place on the Zoom platform. Your access link will be emailed to you the day before the event after 12 p.m.

This session will be recorded. The recording will be made available to registrants after the live event.

Captioning is provided automatically through Zoom. For information on requesting CART, ASL, or another accommodation, please visit our Registration Policies page.

To learn more about events, registration, and payment, visit our Event & Registration FAQ page.

Speaker Information

Nancy M. Brown, CFRE, has devoted her career to working in the nonprofit sector, currently working as an independent, nonprofit consultant, she most recently led the Winona Community Foundation where she was the president/CEO for five-and-a-half years. She has more than 29 years’ experience working in healthcare and higher education fundraising, charitable estate planning, grantmaking, and organizational leadership. She has served as a mentor and consultant in fund development and as a faculty member in two universities’ Master’s in Philanthropy & Development programs. Active in the Association of Fundraising Professionals, Brown has served on the Global and local chapter boards and committees.

In 2016 she received the Outstanding Fundraising Professional Award for the Upper Mississippi River Valley of the Association of Fundraising Professionals (AFP). She earned her master’s degree in nonprofit administration from the University of Notre Dame and has a bachelor’s in journalism from the University of Wisconsin-Madison.