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  • 1.  101 Training/Webinar on Basics of Gift Administration

    Posted 06-08-2026 08:55 AM

    Hello! Does anyone have a recommendation for a resource, training, or webinar that provides the fundamentals of gift administration? I'm thinking of something that would cover the most common types of charitable gifts (direct, DAFs, QCDs, etc); the best practices for coding them; and the legal requirements and best practices for acknowledging them. Thanks in advance!



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    Jane Green
    Food & Water Watch
    jgreen@fwwatch.org
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  • 2.  RE: 101 Training/Webinar on Basics of Gift Administration

    Posted 06-08-2026 09:34 AM
    If possible, you should attend the Midwest Meeting of the Minds Conference in Chicago next month. There is a session dedicated to this topic - and a host of other relevant sessions!


    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 3.  RE: 101 Training/Webinar on Basics of Gift Administration

    Posted 06-08-2026 09:39 AM
    Gosh - I forgot to mention the Gift Administration Workshop at aasp Summit! It will be held from 2-5 on Tuesday, September 22:


    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987





    Original Message


  • 4.  RE: 101 Training/Webinar on Basics of Gift Administration

    Posted 8 days ago

    What if we aren't able to attend either of these events?



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    Rosalyn Galloway
    North Carolina A&T State University
    rgalloway@ncat.edu
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    Original Message


  • 5.  RE: 101 Training/Webinar on Basics of Gift Administration

    Posted 8 days ago
    Keep checking the aasp website for new webinars coming up. Many deal with various aspects of gift administration. I always conduct an annual session on IRS and gift acceptance matters. Also look through the aasp Knowledge Base for a large number of Best Practices papers on many aspects of gift administration.

    Finally, I have helped produce four books through CASE on numerous Advancement Services topics. I am pretty sure the 3rd and 4th editions are available through the CASE Bookstore.

    John


    John Taylor Principal, John H. Taylor Consulting, LLC 919.816.5903 Big ideas; small keyboard




    Original Message


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