Pre-Conference Optional Workshop Additional Fee

NOT22103. Advanced Giving Tools: Split Interest Agreements, Trusts, Donor Advised Funds, and More!

In this workshop we will explore complex contribution accounting topics including Split Interest Agreements, Trusts, and Donor Advised Funds. We will discuss the complexities and calculations required for these agreements and the accounting and ongoing tracking required.


Learning Objectives:

  • Assess complex contribution situations
  • Evaluate how to account for complex donor agreements
Date/Time
–
CPE Credits
2.0
NASBA Field of Study
Accounting
Level
Advanced
Prerequisites
6-10+ years in the profession
Advanced Preparation
None
Session Tags
A and A
Speakers
Image of Sarah Reichling

Sarah Reichling

CPA
Principal
CLA
Image of Chris DuKate

Chris DuKate

CPA
Partner
Capin Crouse