Colorado Nonprofit Association

Training: Gift-in-Kind Reporting – Leverage New Tax & Audit Requirements to Share Your Story

COURSE DESCRIPTION:

Leverage new reporting requirements to better share your story through fundraising efforts.

New auditing standards require disclosure of contributed nonfinancial assets. While the tax treatment of contributed nonfinancial assets did not change, now is a good time to review the different reporting standards, ensure your organization is adequately capturing gift-in-kind data and efficiently reporting your data in way that adds to the story of your organization.

Recorded 6/12/23.

PRESENTED BY:

Stockman Kast Ryan + Co

Doreen Merz, Tax Partner

With over 20 years of public accounting experience, Doreen has worked with syndicated real estate partnerships, multi-fund investment partnerships, multistate corporate entities, small businesses, non-profits, private foundations and individuals. She also has her Not-for-profit certificate from the American Institute of Certified Public Accountants (AICPA).

Jena Fogle, Senior Audit Manager 

Jena has been in public accounting since 2009 and spent over two years with a nationally ranked firm in California prior to joining the SKR+CO team. She has experience advising clients on various economic and regulatory risks within their industry and resolving complex accounting issues. Jena specializes in employee benefit plans, financial institutions, small businesses, healthcare organizations, construction and nonprofit audits.