Module 13: Gift Acceptance Policies

Description

Gift Acceptance Policies and Procedures may not be the most glamorous part of fundraising, but they are incredibly important for a variety of reasons.

Many organizations either don’t have these policies and procedures, don’t know where they are, or haven’t reviewed them in years, potentially missing out on significant opportunities and putting themselves at risk.

This module will empower you to navigate the world of gift acceptance policies and procedures with confidence:

• Learn WHY gift acceptance policies are so vital for protecting your organization and donors, fostering transparency, and ensuring internal efficiency and professionalism.
• Learn HOW to develop and implement comprehensive policies and separate procedures for various assets, from common ones like stocks, life insurance, and real estate to increasingly relevant ones like retirement accounts and virtual currency.
• Learn HOW to strategically manage complex gifts, understanding the benefits of accepting certain assets yourself versus “farming out” or partnering with expert organizations like community foundations to process gifts like real estate, charitable gift annuities, or charitable remainder trusts.
• Get RESOURCES to help you in your work, including sample documents, industry guides from organizations like the Association of Fundraising Professionals (AFP) and the National Association of Charitable Gift Planners (NACGP), and information on essential partners like community foundations.

This module also includes:

• A short quiz to test your knowledge; and
• Specially curated resources to continue your learning.

Full participation in Gift Acceptance Policies qualifies for 1.0 point in Category 1.B – Education of the CFRE International.

You will have continuous access to all content – including all future updates. Your purchase does not expire.