Don't Get Tangled: Gift Agreement & Acceptance Policies and Procedures

We long for donors to come to our organization's rescue, but we have to be wary. We don't want to get tangled up in messy situations. Strong gift agreements—and gift acceptance policies and procedures—can save you from unwanted legal and PR nightmares. Whether you're part of a well-established shop or need to create these baseline programs for the first time—we'll help you on your journey! Join us as we share best practices, sample policies, procedures and documents, and guidance on implementing this critical infrastructure in donor relations.

Learning Outcomes:

1. Explore key components of a solid gift acceptance policy and why it matters to donor relations
2. Identify critical IRS and federal rules that directly affect our work
3. Review gift agreement samples and essential elements