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Fundraisers Group - October 21, Noon to 1 pm - Donor Tax Acknowledgment Letter

With year-end appeals in the near future, is your organization ready to send out donor tax acknowledgment letters? Is there a standard form? When do you send a letter? What is required by law to include in the letter? What should not be included in the letter? For this Fundraisers Group meeting, Jeff McCaffrey, McCaffrey Accounting & Tax, will lead a session that will leave you with the information you need to draft your donor tax acknowledgement letter.

The Fundraisers Group is free and open to any staff, volunteer, or nonprofit organization with fundraising responsibilities located in Harrison County or provides services within Harrison County. 

About Jeff McCaffrey, CPA

Jeff McCaffrey, owner of McCaffrey Accounting & Tax, LLC, and retired partner from a large CPA firm, spent over 30 years providing auditing, accounting, and tax services for a variety of clients, including businesses, individuals, and not-for-profit clients. 

He has conducted numerous seminars on financial reporting and specialized accounting issues related to not-for-profit organizations and is a frequent speaker for the Center for Nonprofit Excellence. 

Jeff holds a Bachelor of Science degree from Indiana University and is licensed to practice as a CPA in both Indiana and Kentucky.

Jeff is a member of the American Institute of Certified Public Accountants, the Kentucky Society of Certified Public Accountants (KyCPA), and the Indiana CPA Society. He is a member of the Center for Nonprofit Excellence, and a 2014 graduate of Leadership Southern Indiana. Jeff serves as Treasurer of the Louisville Historical League; board member and Treasurer of the Louisville Astronomical Society; board member of the Georgetown, Indiana Plan Commission and Board of Zoning Appeals; board member of the Louisville Youth Orchestra; board member and Treasurer of Guerin Woods; and board member of the Floyd County Redevelopment Commission.