Planned giving instruments and their related accounting can be one of the least understood areas of not-for-profit financial reporting. Please join us for this in-depth workshop to gain a foundational understanding of the key elements of the varying types of planned giving instruments and their underlying accounting implications.
Identify and distinguish between the different types of planned giving arrangements
Examine the relevant accounting implications for varying planned giving instruments
Understand the key judgments required in determining amounts reported in not-for-profit financial statements related to planned giving instruments