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Preview: Lorman Non-Profit Teleconferences

Lorman Nonprofit Teleconferences



Industry Leading & Respected Continuing Education



Last Build Date: Mon, 25 Sep 2017 11:30:02 GMT

 



Allocating Direct or Indirect Costs for Nonprofits

Mon, 25 Sep 2017 02:00:23 America/Chicago

October 4, 2017

Allocating Indirect Costs

• Why Allocating Costs Is so Important for Nonprofits

• Identifying Indirect Costs

• Different Methods for Allocating



Joint Cost

• What Qualifies as a Joint Cost

• Meeting the 3-Part Test

• Ratios and Charity Navigator



Negotiated Indirect Cost Rate Agreement for a Federal Award

• Allowable/Unallowable Costs Under Federal Guidelines

• Modified Total Direct Costs vs. Labor

• Applying for a NICRA






Budgeting Basics for Nonprofits

Mon, 25 Sep 2017 02:00:25 America/Chicago

November 9, 2017

Building the Basic Budget

• Building Expenses

• Building Revenues

• Building Planned Savings (Reserves)



Budgeting Strategies

• People Over Mathematics

• Diversifying Revenues

• Methods of Saving on Expenses



Proportional Budgeting Prioritizing Mission

• Determine If Your Budget Is Properly Prioritized to Your Mission

• Strategies to Align Your Budget to You Mission



Budget Monitoring

• Revenue Trends

• Expenses Trends

• Grant Budgeting

• Program Budgeting






Handling and Utilizing Revocable Gifts for Nonprofits

Mon, 25 Sep 2017 02:00:09 America/Chicago

October 20, 2017

Introduction and Overview



Basic Types of Planned Gifts

• Gifts That Anyone Can Make

– Estate Bequest

– Appreciated Securities

– Life Insurance

– Artwork, Collectibles, Books

– Real Estate

– Retirement Plans Including 401(k) and IRA Accounts

• Gifts That Pay Income

– Charitable Gift Annuities (Immediate, Deferred and Flexible)

– Charitable Remainder Annuity Trusts

– Flip Unitrusts

– Pooled Income Funds

• Gifts That Protect Assets

– Charitable Bargain Sales

– Charitable Lead Trusts

– Retained Life Estates



Gift Acceptance Policies

• Best Practices

• Purpose

• Organization Goals

• Donor Conflicts

• Restricted Gifts

• Legal Counsel

• Acceptable Types and Forms of Gifts

• Reporting Requirements

• Monitoring



Conditional Versus Unconditional Gifts



Accounting for Conditional Versus Unconditional Gifts



Taxes and Planning



Planned Giving Opportunities

• Legacy Society

– Relationship

– Portfolio

– Track Whether Conditions Are Met

– Procedures

• Accounting






Nonprofit Contracts: Protecting Your Organization

Mon, 25 Sep 2017 02:00:20 America/Chicago

October 24, 2017

Basic Contract Principles

• Types of Contracts

• Offer, Acceptance, and Consideration



Key Provisions

• Representations and Warranties

• Termination Rights

• Indemnification

• Limitation of Liability (Waivers and Releases)

• The Miscellaneous Stuff - Force Majeure, Governing Law, Entire Agreement



Intersection With Other Governing Documents, Policies, and Procedures

• Articles and Bylaws

• Other Agreements

• Insurance Coverage and Risk



Special Considerations

• Contracts Where Directors Have a Financial Interest

• Sovereign Immunity

• Charitable Solicitation Agreements

• Endowment Agreements

• Employment Agreements, Terminations, and Releases






Nonprofit FASB Reporting Requirements Update

Mon, 25 Sep 2017 02:00:16 America/Chicago

September 26, 2017

FASB Not-for-Profit Reporting Model

• Effective Dates and Transition

• Net Assets

• Investment Returns

• Expenses

• Operating Measures

• Liquidity/Availability

• Statement of Cash Flows



Revenue Recognition

• Effective Dates

• Objectives

• Scope

• Nonprofit Industry Considerations

– Contributions

– Bifurcation

– Membership Dues

– Tuition and Fees

– Licenses and Royalties

– Governmental Grants and Contracts

• Implementation Tips



Overview of the New Lease Standard

• Overview of the Changes

• Effective Dates

• Lease Classification

• Recognition and Measurement






Virtual Volunteering: Creating Online Opportunities for Your Nonprofit

Mon, 25 Sep 2017 02:00:25 America/Chicago

November 3, 2017

Overview of Virtual Volunteering

• History

• Definition

• Types of Virtual Volunteering Opportunities



Things to Consider

• Protocols

• Training

• Recruitment, Recognition and Dismissal

• Communication Strategies

• Staff Buy-in

• Equipment



Challenges

• Supervision

• Performance Reviews

• Policies and Procedures

• Volunteers vs. Paid Staff

• Isolation Issues

• Disability Issues

• Board Support

• Inadequate Technology and Software

• Differing Communication Styles



Opportunities

• Research

• Resource Development

• Website and Software

• Documents

• People Interaction

• Administration



Guidelines

• Surveys

• Technology and Software

• Job Changes

• Evaluations of Supervisor

• Metrics

• Written Policies and Procedures

• Training

• Meetings



Examples and Resources

• Examples

• Resources