Posts about

disclosure requirements

Pitfalls to Avoid When You’re New to Your Planned Giving Office

Published by on
If you’re new to your role in planned giving, either because you’re covering for someone on leave, you’ve had planned giving added to your major gift responsibilities, or you’re new to the field - welcome aboard! PG Calc is invested in your success, and we’ve gathered a list of planned giving pitfalls that could get you in hot water with donors, auditors, or the IRS that we hope to help you avoid.

state registration, FASB, 1099-R, planned giving, planned giving leadership, disclosure requirements, gift planning
4 minute read
Read More

Change in Disclosure Requirements for Names of Split-Interest Trusts

Published by on
APrice Waterhouse Coopers alert reports that organizations filing Schedule R, Related Organizations and Unrelated Partnerships, will no longer have to disclose the names of split-interest trusts in Part IV of that schedule. Schedule R is part of a charity’s annual tax filing, IRS Form 990 - Return of Organization Exempt From Income Tax.

disclosure requirements, split-interest trusts, charitable trusts
1 minute read
Read More
  • There are no suggestions because the search field is empty.

Blog Authors

Andrew Palmer Ann McPherson Bill Laskincraig_wruck Edie Matulka Gary Pforzheimer Jeff Lydenberg Jeffrey Frye Jen Wickham Tina Yelle Winston Jones Kara Morin

 

 

Top Posts

Topics

see all topics

Subscribe to our blog!