Gift Acceptance Policies and Procedures for Non-Profit Organizations

Webinar: ID# 1014868
Recorded CD
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.


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
  • Who to Include in the Process
What to Include: Essential Component of Gift Acceptance Policies and Procedures
  • Policies
  • Procedures
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
Gift Acceptance Policies and Procedures for Non-Profit Organizations
Available on CD format
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