Gift Acceptance Policies and Procedures for Nonprofit Organizations

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 live audio conference 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 audio conference 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.