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Course Details

Gift Acceptance Policies And Procedures For Nonprofit Organizations

Webinar: ID# 1020354
Recorded CD
Qty:
About This Course:
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 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 webinar 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.

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
About The Presenter

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
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Gift Acceptance Policies And Procedures For Nonprofit Organizations
Available on CD format
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Course Details
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