2021 Assets Affinity Business Partner Program – Registration

Reviewing some basic ethics points is always a good idea. For instance, did you know that ISA recently updated its Ethics Code and Ethics Disciplinary Procedures? Do you know what type of behavior ISA regulates (and does not regulate)? What are some of the most common ethics complaints and missteps?  

Question 1: I understand that the effective date for a non-cash charitable contribution appraisal is the date of donation and that an appraisal cannot be done any earlier than 60 days prior to donation, but is there a limit to when an appraisal can be done after the donation?

Voting for ISA's 2020-2021 Board of Directors has ended and we would like to congratulate our recently elected members, Kim Kasten, ISA CAPP, Sue McGovern-Hoffman, ISA CAPP, and Larissa Wild, ISA CAPP.

On behalf of the ISA Board of Directors, I am delighted to announce that Bailey Sexton, ISA AM (member of ISA since 2013), has been appointed as the new ISA Director of Marketing, effective August 1, 2020.