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Strengthening Your Donor Relationships for Major Gifts
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About the talk
Melissa White, Senior Tax Manager from Eide Bailly, helps to navigate the world of donation and shares some great tips to make you the easiest organization to donate to - especially during times of uncertainty.
00:05 Intro
01:50 About Melissa White
03:49 What stops donors from giving
05:00 The board is thy shepherd
07:35 Nonprofits are glass houses
09:33 Bask in the spotlight but don’t get burned
12:55 Charitable gift substantiation for a happy donor (and IRS)
15:00 Reshape the charitable gift box
16:18 It is ok to say no
17:31 Donors have a dream
20:40 Teamwork makes the dream work
About speaker
Melissa comes to us from South Dakota and specializes in 1) trust, estate, and gift tax compliance and consulting, 2) tax matters during estate administration, 3) tax-exempt organization formation and compliance, 4) charitable and planned giving strategies, and 5) individual taxation. With more than 20 years of public accounting experience, Melissa has worked with many nonprofit organizations, assisting them in achieving and maintaining their tax-exempt status, and as an auditor specializing in the nonprofit industry. She also currently serves as the Aberdeen office liaison for the Firm's exempt organization tax and wealth transition service teams. Recent studies have shown that the majority of donors either have barriers that need to be overcome before charitable gifts are made or they have concerns about their prior charitable giving. As an adviser to both nonprofit organizations and individual clients, Melissa will share tips from a CPA’s perspective on ways your organization can do good better to strengthen relationships with your donors and help them overcome barriers to charitable giving.
View the profileMoving on to our next speaker Melissa White. Melissa is a senior tax manager from Eide Bailey. Recent studies have shown that the majority of donors either have barriers that need to be overcome before charitable gifts are made or they have concerns about their prior charitable giving as an advisor to both nonprofit organizations and individual clients. Melissa will share tips from a CPA's perspective on Waze. Your organization can do good better to strengthen relationships with your donors and help them overcome
barriers to charitable giving give a big Hoot and Holler for Melissa whites. All right, it's great to be here. Can I hope someone can share the chat to make sure that you can hear me? All right, fantastic. So after following Patrick and Mark, I'm figuring that everyone's thinking. Okay. It's time for coffee because it's time for the accountant to visit. And yeah, this is a great time to check out right before lunch. So I am hopefully going to share some great tips for you in the next few minutes on ways that you can
put a bridge that gap between the donors but and missions that your organizations have but also share them a little bit from an accountant’s perspective, so You have my bio and one of the things that you're thinking okay while from a boring accountant visiting perspective. So I started my professional career in in the audit world. So that was exciting as it got it that time and then if I work with a lot of nonprofit organization,
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