Hosted by: Stewardship & Planned Giving
Presented by: Karen Plater, Stewardship; Maurice Mawhinney, Presbytery of West Toronto; Jim MacDonald, Stewardship; Maggie Leung, Stewardship, Oliver Ng, CFO

Description:
This 120 minute webinar covers what makes a gift receiptable, the nuances around different types of non-cash gifts (gifts-in-kind), exploring gifts of service, how to identify qualified donees, how to set up your receipts, many ways to give and the receipting requirements of each of them, including gifts-in-kind, gifts of securities, life insurance, charitable gift annuities and bequests, the essentials of preparing your congregation to receive digital gifts from online giving to apps and terminals, saying thank-you, considerations for other kinds of revenue like grants and rent. You might want to watch it in two parts!

Handouts

Treasurer Webinar Part 2 – Presentation Slides

Treasurer Webinar Part 2 – Presentation with Notes, PDF

Q&A from Sessions 1–3