Development Finance and Operation Basics
for the Jack-of-All Arts Administrator
(Gift Acceptance, Disclosure Rules & Basic Financial Reporting)
For arts administrators of small to mid-sized nonprofits
Wednesday, May 28, from 4-6 p.m.
@ Fresh Arts, 2101 Winter Street, #B11, Houston, TX 77007
Amy Lampi, Senior Director of Development Support Systems, Memorial Hermann Foundation
Joanna Torok, Director of Advancement Operations, Houston Grand Opera
Are you in charge of fundraising AND finance within a small organization? Do you struggle with creating a regular routine for acknowledging donations? Do you know how to present your financial position effectively to your board? Are you certain you’re in total compliance with the IRS when accepting gifts? Administrators can expect to walk away from this workshop better equipped to manage broad financial concerns along with a simple check-list of things to do each day to ensure you are staying in compliance.
Topics will include:
- - Creating simple systems for fund development management and operations
- - Timing, rules, and language for donor receipts
- - Common mistakes in communicating the tax benefits of donations
- - How to determine Fair Market Value for special events, etc.
- - Basic financial reports
- - Forecasting revenues
- - Reconciling fundraising activities with greater financial goals
FEES & REGISTRATION
Registration deadline: midnight, May 27, 2014
Fresh Arts Members: $15
Walk-ins: late registration fees apply
For more information about becoming a Fresh Arts member, visit our Membership page.
This workshop is supported in part by a grant from the National Endowment for the Arts.
ABOUT THE INSTRUCTORS:
Amy Lampi has 12 years of fundraising experience in the arts, education and now health care. As a development generalist, she has done everything from gift processing and database administration to major gift fundraising and management of a department/team. Her current role as Senior Director of Development Support Services at Memorial Hermann Foundation has her overseeing database, prospect research, gift processing, finance and annual fund for the Foundation. Her goal is to streamline processes and discover best practices so fundraising operations remain smooth and efficient.
Joanna Torok’s first official paycheck came from the Houston Grand Opera in 1989, after performing as a children’s chorus member in Carmen. Many years later, after various professional experiences and obtaining an MBA in 2008, Joanna decided to take the leap from corporate America back in to the arts community. With a background in technical television operations, Joanna has always had an interest in back-end technology, and developing systems for seamless product distribution. Currently working as the Director of Advancement Operations, Joanna specializes in automating processes and increasing operational efficiency in the Development and Marketing departments of HGO.