Thompson & Associates

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Vice President Joe McKay, CPA, JD, on the topic of counting and accounting for a planned gift. In this podcast, they will cover the following points, and more:1. What’s the difference between counting and accounting planned gifts? 2. Who is responsible for counting, and who is responsible for accounting?3. How do you count a planned gift? How do you account for a planned gift?4. How do you explain the difference of counting and accounting for a planned gift to a CFO?5. Why is it good to both count and account for a planned gift?6. How do you ensure that gifts aren’t counted twice?7. What changes have occurred in accounting/counting gifts in terms of donor recognition? Are these changes good, and why?DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics. www.ceplan.com