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Course/Product Description

Gift Acceptance Policies And Procedures For Nonprofit Organizations

Date / Time: Recorded
Format: Webinar

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 webinar shares model policies for all types of planned gifts, assets for gifts, documentation, privacy, crediting, valuing, recognition, stewardship, reporting, ethical standard,s and many other topics. This webinar helps 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 also will be discussed. Best practices assure compliance with legal and ethical standards to serve the interest of both donors and charities.


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

Philip M. Purcell Esq
  • Currently vice president, Ball State University Foundation
  • Adjunct faculty, Indiana University School of Law and Center on Philanthropy
  • Consultant for publicly supported charitable organizations and private foundations within the U.S. and internationally
  • Frequent speaker at local, regional and national conferences
  • Member IRS Tax Exempt Organization Advisory Council (Midwest Region)
  • Member of American and Indiana State Bar Associations
  • Past member of board of directors of Partnership for Philanthropic Planning

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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