Charitable giving toolkit

Not-for-profits can refer to these frequently asked questions and answers as they implement ASU 2018-08 regarding contributions received and made.

Download this tool for nonauthoritative guidance and illustrative examples on how not-for-profit entities may wish to document their grants and contracts for FASB ASU 2018-08 implementation.

Valuating nonfinancial contributions is challenging for NFPs, but by taking these considerations into account you can develop a reliable, accurate process.

Use these illustrative disclosures as a guide to help NFPs prepare financial statement disclosures related to contributed nonfinancial assets (ASU 2020-07).

Certain disclosures are required for resource providers – entities that make contributions of cash or other assets. Use these examples as a guide.

This article provides an overview of the applicable legal framework and general filing responsibilities regarding a charitable organization's state charitable solicitation registration requirements.

Learn how quid pro quo contributions, non-cash gifts, sponsorships, UBIT rules and Form 990 reporting can all complicate compliance with state and local laws.

Crowdfunding, virtual events, and video game tournaments offer nonprofits exciting new options for fundraising, but consider these tax compliance issues.

You don’t want to roll the dice when it comes to meeting compliance requirements. Keep these factors in mind to ensure your next charity event is a safe bet.

Donors who give your NFP $250 or more may rightly request a written acknowledgement of their contribution. Here’s how to provide one, useful templates included.

Download this sample not-for-profit gift acceptance policy intended for use as a starting point for nonprofits looking to develop their own.

This 4-part series covers contributions best practices for not-for-profits, including gift acknowledgements, gift acceptance policies, and fundraising compliance.

What terms, restrictions and relevant details are essential to any gift agreement? Not-for-profits and donors rely on you to include these key elements.

Cryptocurrency donations are a lot like gifts of public stock — easier to process than you might expect. Here’s how to get started with an exchange account.

JG Gassman and Rick Peck share two retirement account planning tips and how to approach them with your clients.

Panel discusses the reversionary grantor CLAT benefits and why now is the opportune time to consider this technique.

Paul Hood explains how to guide your clients to determine the best vehicle for their wholly charitable investments.

Jonathan Gassman and Richard Peck share the art of creating intentional charitable giving conversations.

Ted Batson, gives an overview of and updates on how the Biden Administration's proposals could influence the future of charitable planning strategies.

Steve Siegel, J.D., LL.M., covers the ins and outs of three powerful planning vehicles from QCDs to CRTs and CLTs .

Use this chart, provided by Bob Keebler to implement proven income tax planning strategies with your clients to minimize their tax bill.

Use this resource as a reference library of deep technical financial and estate planning content written in simple terms to guide you with advising your clients.

This volume is a vital resource if you want to help business owner clients with topics like employee benefits, choice of business form and succession planning.