2. Development in the New Financial Landscape Pamela R. Seay Vice President for Advancement [email_address] Virginia Historical Society Richard S. V. Heiman Vice President for Operations [email_address] Virginia Historical Society

7. BUDGETING AND PLANNING

10. Reconciling bank deposits to development data base

14. Applying gifts to the correct category

17. Difference in the finance report and the development report

19. ADMINISTRATION OF DEFERRED GIFT INSTRUMENTS

20. Communicating a new gift

21. Charitable gift annuities

29. Bequests

31. Realizing a bequest

36. FUNDRAISING

37. Capital Campaign

39. Cultivation

40. Proposals Preparing the budget

42. Complicated budget

44. Plan of Work

47. Compliance Issues

48. Federal Grants State Grants Foundation Grants

49. Va state registration

51. Va registration requirements

53. AUDIT PREPARATION

54. Reports on pledge receivables

56. Confirmation Letters

58. GIFT STEWARDSHIP

59. Restricted fund communication to donors

61. Grant Traffic

63. Receipts and Acknowledgments

66. 990 PREPARATION