Stewarding Donor Dollars: Financial Reporting for Contributions

Registration for this program is closed.



This program is presented with generous support from TIAA.

This three-week course is designed for business office and advancement professionals to understand best practices related to gift reporting compliance and donor transactions, as well as enhancing the strategic partnership between the two offices to ensure long-term success.

Responsibility for working with one another, donors and/or auditors as it relates to the receipt, acknowledgement, and entry of gifts and pledges and the usage or stewarding of those funds is an important function of both the business and development offices. Participants will be empowered with the knowledge and tools to address the challenges that come with gifts (especially those with restrictions, non-cash gifts, contributed services, etc.), as well as the day-to-day best practices for financial reporting and accounting for gifts properly in the school’s records, public filings and more. Additionally, participants will learn how to enhance the strategic partnership between the advancement and business offices to ensure better stewarding of long-term donors and sustainable fundraising efforts in the future.

Topics covered include types of gifts, unrestricted and restricted gifts, redirecting donors, endowment best practices, wills and planned giving, shared information between the business and advancement offices, compliance with IRS and accounting regulations, and the business office role in donor stewardship.

Course Learning Objectives

  • To create shared understanding between the financial and advancement offices to better serve school donors
  • To increase school compliance on gifts (accounting and tax regulations for 501(c)(3) entities)
  • To forge stronger working relationships between business offices and advancement offices

Target Audience

Business officers (CFOs, controllers, anyone responsible for gift entry or usage) and advancement professionals (specifically the positions that work closely with the business office)

Class size will be limited to 35 participants.

Questions? Contact Rini Sarmaroy at or call 202-407-7139.



Your #1 Summer Read: By the Numbers and Beyond

NBOA's authoritative guide to independent school business operations, By the Numbers and Beyond, is now available in print and ebook editions. With 15 chapters covering everything from tax-exempt financing to transportation and food services, By the Numbers will have you more than prepared to tackle any obstacle the 2018-2019 school year throws at you.

Recent Discussions