Nonprofit Roundtable Event: Dec. 14, 2021
Understanding Donor Giving Vehicles and Properly Accounting for Gifts
Join Keaton Wersen, Senior Manager and Nonprofit Practice Leader, and Chad Van Dyken, Tax Manager and member of our Personal Consulting Practice, as they discuss the different vehicles for individual giving, their impact on estate and income tax planning and how your nonprofit should properly account for these gifts from your donors.
Additionally, we’ll discuss how to use this information to have effective conversations with current and potential donors related to giving options and considerations.
Who Should Attend?
This roundtable is for you if you are a:
- Nonprofit Executive Director
- Nonprofit Development Director
- Nonprofit Finance Director
- Board Member of a Nonprofit
- Significant Donor to a Nonprofit
Call us at (360) 734-4280 or fill out the form below to reach us.
Keaton Wersen, CPA
Keaton specializes in helping nonprofits with their financial statement and consulting needs, including unrelated business income, lobbying activities, board governance, internal controls, and state and local tax.
Chad Van Dyken, CPA/CFP®
Chad Van Dyken specializes in serving individuals and multi-generational family groups with their tax planning, estate and gift planning and financial planning. He is a Certified Public Accountant and Certified Financial Planner®