In Focus / Event

Speaking the Same Language - Optimizing Communications Between Development and Finance


Brian Giganti


Thursday, July 11, 2024

01:00 PM - 02:00 PM ET(10:00 AM - 11:00 AM PT)



Development and finance departments serve different yet critical functions within not-for-profit organizations. Typically, information flows in one direction — from development to finance. A two-way conversation about recognizing gifts can go a long way to streamline the needs of both departments and enhance the sharing of data. Highlighting key considerations to ensure a more unified approach to recording and reporting giving, we will explore areas including:

  • When a promise is a gift, and when it is not
  • The value of detailed donor communications and recordkeeping
  • What a restriction is versus a condition, and how this can impact the “ask”
  • Considerations about fundraising costs

Key takeaways:

  • Learn the value of a well-crafted gift acceptance policy
  • Discover how to assemble and train the proper development team
  • Understand the different types of contributions and campaigns
  • Effectively manage donor communications
  • Carry out accounting for the cost of fundraising
  • Recognize internal control implications
  • Identify Form 990 and charitable registration implications

Following this webinar, participants will be able to connect the needs and language of both the development and finance departments to enhance communication and the sharing of critical information.

Click the link below to register:

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  • Brian J. Giganti - Partner, Citrin Cooperman
  • Patti M. Collins - Advancement Professional