Minimize risks for your nonprofit while boosting the donor's benefit with a solid gift acceptance policy.
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 topic will help you review or prepare gift planning policies and procedures, the essential structure for gift acceptance, recording, and reporting. Learn the best practices associated with education, cultivation, negotiation, completion, recognition, and stewardship of gifts. Best practices assure compliance with legal and ethical standards to serve the interest of both donors and charities. This topic 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
Faculty
Philip M. Purcell, Esq
Consultant for Philanthropy, LLC
- Territorial Director of Planned Giving, The Salvation Army Central Territory
- Adjunct faculty, Indiana University Lilly School of Philanthropy and Maurer School of Law
- Consultant for publicly supported charitable organizations and private foundations within the U.S. and internationally
- Frequent speaker at local, regional, and national conferences
- Member of the IRS Tax Exempt Organization Advisory Council (Midwest region) and the American and Indiana State Bar Associations
- President-elect of the American Council on Gift Annuities and past director of the National Association of Charitable Gift Planners
- Can be contacted at [email protected] or 765-730-4321
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