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Sample Disclosure of Amount Deductible in Ticket Purchase
Note: This disclosure can also be made on a solicitation, ticket, or other receipt or evidence of payment furnished to the purchaser. December 15, 20XX Favorite Charity, Inc. 8000 Main St. Anywhere, USA 99999 www.favoritecharity.org …
Sample Tax Deductibility Handout for Auction Participants
This handout illustrates income tax points that can be included with materials provided to auction participants and their advisors. It can help prevent negative reactions resulting from common charitable auction misconceptions, while helping donors ach …
Sample Acknowledgement of Non-Cash Donation
December 15, 2xxx Favorite Charity, Inc. 8000 Main Street Anywhere, USA 99999 www.favoritecharityinc.org Jane Donor 1234 Spruce St. Anywhere, USA 99999 Dear Jane, Thank you for your generous donation of two new hand-made twi …
Sample Silent Auction Bid Sheet
Download this form as an Excel spreadsheet to modify: Sample Silent Auction Bid Sheet
Sample Auction Reporting Checklist for Nonprofits
The text of the checklist is below, and you can also download it as a Word doc to customize here: Sample Auction Reporting Checklist for Nonprofits Sample Auction Reporting Checklist for Nonprofits Charitable auctions trigger a variety of compliance an …
Nonprofit Auctions: A Complete Compliance Guide and Sample Forms
Auctions are known for two characteristics: they raise money (sometimes a lot), and they are a ton of work. Blue Avocado contributor and CPA Dennis Walsh gives us a complete, handy compliance guide, and even better: five sample forms to make sure your …
Get the Most Value from Your Audit
Audits are expensive in terms of money, staff time, and board attention. CPA Dennis Walsh tells us how to wring the most value from them: An IRS tax audit has been described as an autopsy without the benefit of death. The financial statement …
Nonprofit Bookkeeping Test
If you’re not an accountant yourself, it can be hard to hire a qualified bookkeeper. How can you tell if an applicant really knows bookkeeping? CPA Dennis Walsh created this terrific assessment test you can give candidates for bookkeeping and ac …
Treasurers of All-Volunteer Organizations: Eight Key Responsibilities
More than half of the nonprofits in the United States are estimated to be all-volunteer organizations. Here is a wonderful, succinct guide for the 600,000 + treasurers of such organizations: My time as treasurer of a faith-based nonprofit was a …
An Agreed-Upon-Procedures (AUP) Success Story
An Agreed-Upon-Procedures Engagement is one where an auditor performs tests on only a portion of the organization’s finances, and can therefore be done at much lower cost. CPA Dennis Walsh discusses how this little-used process could be utilized more f …
