At each YALSA Board meeting the Fiscal Officer, that’s me, facilitates a Board discussion about a topic related to the financial health and well-being of the association. Over the past several years the Fiscal Officer, the Executive Director, and the Board have worked to determine the types of fiscal discussions that will be most useful in this environment. We don’t want to simply go over the numbers included in the report – that can be done just as effectively in a non-face-to-face environment. What we do want to do is to have a fruitful discussion that can help in long-range planning for the ongoing fiscal health of the association. At the 2016 Annual Conference in Orlando the focus of the fiscal discussion is on planned giving.
In the Annual Conference Fiscal Officer Report document the following quote helps to frame the importance of this planned giving discussion.
“…every non-profit should be focused (in part) on finding benefactors to leave them planned gifts because there is no better way to plan for the future growth and strength of your organization.” From the Fundraising Authority website