Gift Acceptance Policies and Procedures for Nonprofit Organizations

$149.00

SKU: 410660

Description

Minimize risks for your nonprofit while boosting the donors 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. Learn the best practices associated with education, cultivation, negotiation, completion, recognition, and stewardship of gifts. 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.

Date: 2023-06-09 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to review the reasons for gift acceptance policies and procedures.

* You will be able to explain best practices in implementing gift acceptance policies and procedures.

* You will be able to discuss essential components of gift acceptance policies and procedures.

* You will be able to identify compliance with legal and ethical standards.

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
• Whom 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

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Philip M. Purcell, Esq-Consultant for Philanthropy, LLC