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
