Fundraising in the Digital World – Keeping Current and Compliant

People & leadership

Video

Fundraising in the Digital World – Keeping Current and Compliant

Speakers: Candice Meth, CPA,MBA, Partner, Eisner Amper LLP, New York, NY; Jane Searing, CPA, M.S. Taxation, Shareholder, Clark Nuber PS, Bellevue, WA

  • Format

    Video

  • Level

    Basic

  • Duration

    50m

After this session, you will be able to recall different fundraising options; indicate potential risks and rewards; recall internal control considerations for implementation; and identify additional federal and state tax reporting requirements.

Learning outcomes

  • Recall different fundraising options, and discuss why advanced fundraising techniques may have advantages over traditional methods
  • Indicate potential risks and rewards after a discussion of select nonprofits’ experiences with online fundraising
  • Recall internal control considerations for implementation when utilizing online tools; and
  • Identify additional federal and state tax reporting requirements which may be triggered depending upon the activity and medium utilized.
Full description

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Product information

Overview

Nonprofits are turning to the Internet and virtual relationships as fundraising channels to develop new sources of revenue. Funding opportunities include using established online fundraising sites, allowing organizational friends to leverage social media sites to fundraise on behalf of the organization, entering into commercial co-venture arrangements, and specific cause related marketing activities. These special fundraising vehicles and activities come with unique risks and rewards.

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:None
Programme level:Basic
Duration:50m
Format:Video
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Speakers

  • Candice Meth, CPA,MBA, Partner, Eisner Amper LLP, New York, NY

    Candice Meth is the National Leader of EisnerAmper LLP’s Not-for-Profit Services Practice. Her experience includes the structure and oversight of the audits of the financial statements and employee benefit plans of schools, private foundations, religious organizations, social service agencies, and other types of not-for-profit entities. Candice also has expertise with the preparation of the federal Form 990 and the testing and reporting processes required by various federal and state regulatory bodies. Additionally, Candice leads the EisnerAmper Not-for-Profit Webinar Series, which are programs designed to assist nonprofit executives with the challenges they face in today’s marketplace. Candice is a frequent speaker on not-for-profit topics, presenting to a range of organizations including the National Association of State Charity Officials, Philanthropy New York, the New York City Mayor’s Office on Contract Services, the Association of the Bar of the City of New York, the Practising Law Institute, the Nexus Global Youth Summit held at the United Nations, and the Better Business Bureau. She has also participated in several industry update webinars for the American Institute of Certified Public Accountants (AICPA). Candice is the Chair of the National Governmental and Not-for-Profit Training Conference of the AICPA, where she serves as a speaker and a member of the Conference Planning Committee. She also serves as Vice President of the New York State Society of Certified Public Accountants (NYSSCPA) and is the Chair of its Public Sector Oversight Committee, as well as the former Chairperson of its Not-for-Profit Organizations Committee and its annual not-for-profit conference.

  • Jane Searing, CPA, M.S. Taxation, Shareholder, Clark Nuber PS, Bellevue, WA

    Jane is a tax shareholder with Clark Nuber, P.S. in Bellevue, Washington. She leads the firm’s public charity and private foundation tax practice. Jane is a past chair and current associate member of the AICPA Exempt Organizations Technical Resources Panel. She served as chair of the panel during the years of the Form 990 redesign and continues to provide the IRS with input on continued improvements to the form. Jane also currently serves on the AICPA Tax Reform Task Force, and is a former member of the Tax Executive Committee. She specializes in issues of public disclosure, unrelated business income and excise tax planning for exempt organizations and their taxable subsidiaries, international financial transactions and compliance, as well as complex social venture structures and charitable giving strategies. She has extensive experience with IRS examinations, appeals, exemption applications, and ruling requests. Jane is a regular presenter at the AICPA National Not-For-Profit Conference; AICPA Non-Profit and Governmental National Conference, and co-chairs the AICPA Private Foundation Summit. Writing credits include co-author and editor of the CCH Form 990 Compliance Guide, and Private Foundation Handbook and Compliance Guide by Clark Nuber; co-authored with Eve Borenstein the AICPA Form 990 training materials, Form 990: Mastering Its Unique Characteristics and Form 990: Exploring the Form’s Complex Schedules; contributing author to The MBA Women’s Guide to Success (chapter 2); and A Guide to Estate Planning For Parents of Children with Special Needs;, as well as numerous articles on tax issues affecting tax exempt organizations, private foundations, and charitable gift and estate planning. She is a graduate of the University of Washington and holds a master’s of science degree in Taxation from Golden Gate University. Jane is a board member of Washington Women’s Foundation, Treasurer and board member of Seattle Philanthropic Advisors Network (SPAN), serves on The Seattle Foundation’s Professional Advisors Council, is a member of the AICPA, Washington Society of CPAs, serves as an advisor to the boards of Life Enrichment Options and Cycle the Wave Foundation, and is a Special Olympics alpine ski coach with the Skihawks racing team. Jane lives in Issaquah, Washington with her husband and two boxers, Laila and Brandi. She has two adult children, and in addition to skiing enjoys hiking and running half-marathons.