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Gift Processing and Stewardship with Third Parties Involved

  • 01/09/2018
  • 8:00 AM - 9:30 AM
  • Delaney House, 3 Country Club Road, Holyoke, MA

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Gift Processing and Stewardship with Third Parties Involved

Maureen Trafford

Advancement Services Director, Smith College

About the Topic:

Third party giving vehicles are growing faster than weeds in good loam. Razoo, Network for Good, Benevity, donor advised funds, private foundations, trusts, IRA gifts – do you know how to record and receipt these donations?  Do you feel confident in how to properly thank the person who recommended the donation?  Learn the common ways third party giving vehicles operate and the key words to help you determine how best to book the donation.  Also learn when to call and what words to use to help you get to the bottom of it all. You’ll come away with a clear understanding of common pitfalls and how to avoid them, ensuring you are providing accurate tax receipting and 990 reporting.  

About the speaker:

Maureen Trafford serves as the Advancement Services Director at Smith College, managing the Development Gifts and Records and Advancement Systems units. Maureen has a particular focus on compliance, data access and operational improvement projects leveraging technology.  Maureen is responsible for the integrity, procurement, and retrieval of data that supports the work of Development and the Office of Alumnae Relations.  Prior to her role at Smith College, Maureen served as the Philanthropic Services Associate at the Community Foundation of Western Massachusetts.

 

Women in Philanthropy of Western Massachusetts (WiP),  PO Box 224, Northampton, MA  01061-0224

Women in Philanthropy of Western Massachusetts is a 501(c)6 non-profit organization registered in Massachusetts.


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