Developing Gift Acceptance Policies

Last updated October 5, 2015

Course Length

1h 29m

Last Updated

October 5, 2015

Developing Gift Acceptance Policies

Last updated October 5, 2015

Table of Contents


Overview

Learn the core tenets of a sound gift acceptance policy that will help to protect the integrity of your institution. You will gain insights into how you can best work with a gift acceptance committee and train frontline fundraisers on the intricacies of your guidelines as they relate to:

  • Real property
  • Matching gifts
  • Split-interest gifts
  • Gifts with associated benefits
  • Morality clauses

Included with your registration is a resource packet including 10 sample gift acceptance policies.

Who should attend?

Advancement services professionals, advancement leaders, and donor relations professionals will learn how to develop sound gift acceptance policies that embody their institutional values.

Agenda

  • Tenets of a sound gift acceptance policy, including:
    • Outright gifts
    • Real property
    • Matching gifts
    • Split-interest gifts
    • Deferred gifts
    • Gifts with associated benefits
    • Morality clauses
  • Examples of sound policies
  • Effective gift acceptance committee structures
    • Determining and managing committee authority
    • Recommended committee membership
    • Involving legal throughout the process
  • Training frontline fundraisers on the gift acceptance policy
  • Setting a policy revision schedule