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Gift Acceptance Policies and Procedures for Nonprofit Organizations

Minimize risks for your nonprofit while boosting the donor's benefit with a solid gift acceptance policy.

Through effective gift acceptance policies and procedures, gift revenue may be increased for charitable organizations while tax and other benefits can be maximized for donors at reduced risk of legal or ethical violations. This topic will help you review or prepare gift planning policies and procedures, the essential structure for gift acceptance, recording and reporting. The best practices associated with the education, cultivation, negotiation, completion, recognition and stewardship of gifts will be shared. Best practices assure compliance with legal and ethical standards to serve the interest of both donors and charities. This topic will share model policies for all types of planned gifts, assets for gifts, documentation, privacy, crediting, valuing, recognition, stewardship, reporting, ethical standards and many other topics.

Runtime: 85 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Why: The Reasons for Gift Acceptance Policies and Procedures

  • Oversight by Governing Board
  • Education of Internal and External Constituents
  • Implementation of Best Practices in Resource Development
  • Risk Management
  • Legal Compliance
  • Ethical Standards

How: Best Practices in Implementing Gift Acceptance Policies and Procedures

  • When to Create Policies and Procedures

- New Organizations

- Enhancement of Resource Development Program

- Campaign Planning

- Dealing With Complex Gifts

  • Who to Include in the Process

- Board of Directors

- Legal, Accounting and Financial Counsel

- Resource Development and Finance Staff

- Other Volunteers

What to Include: Essential Component of Gift Acceptance Policies and Procedures

  • Policies

- Mission

- Role of Legal Counsel

- Compliance With Legal and Ethical Standards

  • Procedures

- Gifts That Help Now

- Gifts That Help Later

- Gifts That Pay Income

- Documentation

- Recognition and Crediting

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Philip M. Purcell, Esq

Philip M. Purcell, Esq

Consultant for Philanthropy, LLC

  • Thirty year career as gift planner, attorney and consultant for charitable organizations with a specialty in endowment building
  • Senior counsel for Philanthropy, Fellowship of Catholic University Students
  • Adjunct faculty, Indiana University Maurer School of Law and Lilly School of Philanthropy
  • Consultant to colleges, universities, community foundations and other nonprofit organizations
  • Frequent speaker and has written articles on charitable legal topics including endowments
  • J.D. and M.P.D. degrees, Indiana University; B.A. degree, Wabash College
  • Can be contacted at 765-730-4321or [email protected]
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Product ID: 397299
Published 2016
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