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| Today is September 7, 2010 |
2009 Conference, Oct. 14-17, 2009, National Harbor, MD |
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Ethics & Standards
| NCPG Guidelines for Reporting and Counting Charitable Gifts
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CASE Updates Management and Reporting Standards; Revisions
Consistent with NCPG Guidelines for Reporting and Counting
Charitable Gifts
(2/5/08)
Association of of Fundraising Professionals Endorses NCPG Guidelines
for Reporting and Counting Charitable Gifts
(5/22/07)
To read an
Executive Summary of the revised Guidelines for Reporting and
Counting Charitable Planned Gifts, click
here.
To see a list of organizations that
use
The Guidelines for Reporting and Counting Charitable
Gifts, click
here.
The National Committee on Planned
Giving® has published a revised edition of the Guidelines for Reporting and Counting
Charitable Gifts.
The Guidelines for Reporting and Counting Charitable
Gifts were created to provide a tool for charitable organizations to
use for reporting and counting fundraising activity. They provide a
structure and methodology for showing how all types of gifts
contribute to an organization's fundraising goals, whether in a
traditional campaign context or other reporting period. The Guidelines
focus on the range of reports charitable organizations make to their
external constituencies.
NCPG's new guidelines are based on what has become standard counting
and reporting practice for many charities. They specify that
campaigns, of whatever duration, should be structured and fundraising
activity reported, in three categories-outright gifts, irrevocable
gift commitments and revocable gift commitments.
The Guidelines for Reporting and Counting Charitable
Gifts
were developed by a task force of NCPG members representing all types
of charitable organizations. The creation of the guidelines came after
a year of research and development, a six-week public comment period,
and final revisions.
NCPG president and CEO Tanya Howe Johnson said, "The guidelines
broaden the counting and reporting options available to organizations,
so that they can choose a sound and straightforward methodology that
best supports their organization's campaign goals."
The guidelines serve to complement NCPG's
Valuation Standards for Charitable
Planned Gifts, which were released in April 2004. The
Valuation Standards are for internal use to help charitable
organizations understand the future purchasing power of a planned
gift, while The Guidelines for Counting and Reporting Charitable
Gifts allow organizations to report all their fundraising
results and especially gift planning achievements to external
constituencies such as donors, the media and other charities.
Johnson points out, "It's important to note that valuing, counting and
reporting are not accounting functions. The way planned gifts are
reflected in a charity's financial statements is still governed by
FASB."
Task force chair Bruce Bigelow said the guidelines offer a much
clearer picture of an organization's true fundraising achievements.
"Without these counting guidelines, fundraisers are in a
formidable quandary-the conflict between suggesting the charitable
giving vehicle that works best within the donor's means and wishes-and
facilitating a gift that can be reported right away. NCPG's Guidelines
for Counting and Reporting Charitable Gifts effectively quash
this quandary, and both the donor and fundraiser receive the
recognition deserved for the acquisition of the gift. These guidelines
allow us to focus on the ways our donors can make the best and most
generous gift they can without being concerned about how the gift will
look on our reports." |
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Ethics & Standards
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