Session 6B - Donor Advised Fund Gifts: What's Fair and What's Foul?

Tuesday, October 1st, 2013

1:20 p.m. - 2:20 p.m.

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Gifts received from donor advised funds require special understanding and handling.  Misunderstanding these rules can have significant negative consequences for the recipient organization, and for the gift administrators and donor as individuals.  Understanding the rules surrounding donor advised fund gifts can help to avoid IRS penalties and help to encourage continued giving by generous donors.

Expertise Level: Suitable for all levels
Shop Size: Suitable for any size shop

Speaker Bio: Jo Ann Platt
Jo Ann Platt is an operations and compliance expert specializing in enhancing the performance of non-profit organizations through effective administration, operations improvements, strategy development, communications networking, and best practice implementation.  Mrs. Platt’s experience spans for-profit and non-profit environments, start-ups, turn-arounds and receiverships.

As the President and Founder of Platt & Associates, Inc., she has served both for-profit and non-profit clients including a $30 million not-for-profit foundation and the North Shore, LIJ Health System, the second largest not-for-profit secular health system in the US.  She has served her clients through strategic planning, cost savings enterprises, operations and compliance initiatives and program creation and support.  Mrs. Platt has also incubated new non-profits focused on a variety of disease states, emerging medical threats and medical societies.

Mrs. Platt’s early carrier includes two successful start-ups in the technology sector, consensus building in the digital music industry, a successful Initial Public Offering (IPO), national marketing and communications programs and brand/product/technology launches.

With a background in accounting, marketing and public relations and legal issues, Mrs. Platt is able to view the needs of each client through multiple lenses and take a global approach to each initiative.