HMRC "Clarifies" Gift Aid Guidelines for UK Charities
BriefCASE Article HM Revenue & Customs has updated its recently revised gift aid guidelines following numerous queries for further information about the changes.

Charitable Gift Law
Good Question Does CASE have resources to assist with fundraising in various countries, including information on tax benefits, laws and who to contact in those countries for more information?

Annual Review of IRS Rules and Regulations (2012)
Product This seminar looks at what is new and different, as well as what is the same but frequently misunderstood, about IRS updates and rule changes. Topics include an update on IRA rollover provisions, a discussion of IRS review of nonprofit tax-exempt status and what the IRS is focusing on, 2011 benefit limits, donor-advised fund and family (private) foundation issues and what is a gift and what is not. This multimedia file is a recording of an Online Speaker Series webinar originally presented Jan. 26, 2012. This webinar is part 1 of a three-part series presented in partnership with AASP.

Major Gifts in 2011 and Beyond
Product This webinar discusses the new tax environment, which has created immense opportunities for major gifts for capital campaigns, major gifts programs and endowment campaigns. The speaker discusses how organizations can benefit from this situation and help donors increase their giving. This multimedia file is a recording of an Online Speaker Series webinar originally presented Feb. 17, 2011.

Gift Planning in 2011 and Beyond
Product This webinar presents storytelling is the single most powerful communication tool that any advancement professional possesses. Participants learn specific ways to use stories to effectively engage an audience, inspire action and advance an organization's mission. This multimedia file is a recording of an Online Speaker Series webinar originally presented Feb. 10, 2011.

Annual Review of IRS Rules and Regulations
Product This webinar, part 2 of a three-part series in collaboration with AASP, updates what is new and different, as well as what is the same but frequently misunderstood, about U.S. Internal Revenue Service (IRS) rules and regulations in 2011. Topics include an update on IRA rollover provisions; IRS review of nonprofit tax-exempt status; 2011 benefit limits; donor-advised fund and family (private) foundation issues; what is a gift and what is not.

IRS Rules and Regulations: What You Need to Know to Stay Out of Trouble
Alison L. Paul
Excerpt This chapter from John Taylor's Advancement Services: A Foundation for Fund Raising, 2nd ed. (CASE, 2007), discusses IRS rules and regulations for a variety of gift types, as well as filing and recordkeeping requirements for advancement services operations.

AdvanceWork: Return to Donor?
CURRENTS Article Legal rights of unhappy contributors

Your Noncash Gift Questions Answered
CURRENTS Article Duke University director of alumni and development records Taylor creates and answers some sample questions that address some common concerns about noncash gifts. He tackles questions such as on what date do gifts of stock become the property of the institution; how to value gifts of art; whether gifts should be valued at the retail or wholesale price; how to value gifts of advertising; and how to value gifts that have no history of valuation. A list of guides on noncash gifts is included.