Gain an understanding of proper gift accepting techniques and how to respond to a potentially controversial donation.
In their eagerness to increase revenue, nonprofits can easily fall into the trap of accepting gifts from controversial organizations or individuals. By developing gift acceptance policies, nonprofits will be able to carefully and unemotionally evaluate the potential hazards of certain types of contributions, making the transfer of tangible items and monetary gifts easier and less traumatic for donors and the recipients. Failure to develop such policies not only violates Internal Revenue Service requirements but can put the organization in legal and moral jeopardy. Understanding gift acceptance issues is critical for volunteer and staff leadership of all nonprofits.
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Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Problems With Donations
- Controversial Organizations
- Conflict of Interest
- Vision, Mission, Ethics, and Values
Purpose of Gift Acceptance Policies
- Definition of Terms
- Guidelines for Policies
- Issues Related to Donors and the Nonprofit
- Parameters for Denial
Step #1: Determine Content
- Table of Contents
- Donor Rights
- Nonprofit Rights
Step #2: Define Philosophies
- Vision and Mission Statements
- Ethics Statements
- Values Statements
Step #3: Develop Donor Bill of Rights
- Specific Considerations
- Examples
- Resources
Step #4: Develop Gift Acceptance Policies
- Forms
- Types of Gifts Accepted and Not Accepted
- Gifts From Controversial Organizations or Individuals
- Conflict of Interest
Step #5: Approve and Disseminate Policies
- Legal Counsel
- Approval Strategies
- Uses of Gift Acceptance Policies
- Examples
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 10, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Marilyn L. Donnellan, MS
M. L. Donnellan, Author & Consultant
- Internationally known author, speaker, and trainer
- More than 40 years’ experience as a nonprofit CEO and consultant
- Develops and conducts more than 60 webinars a year on topics related to nonprofit management
- Author of dozens of books, toolkits, and training materials, as well as numerous articles in professional journals like The Nonprofit Times and the Nonprofit Digest
- Books and guides available at www.mldonnellan.com, www.amazon.com/author/mldonnellan
- Winner of the SEToolbelt award for innovation for the guide, “The Six-Hour Strategic Plan”
- Author of the three books in the Nonprofit Management Services series, published by CharityChannel Press; eight books in the Nonprofit Toolkit series, including Toolkit #8: Gift Acceptance Policies; three self-help books, Two Faces of Me, The Complete Guide to Church Management, Ten Keys to Effective Leadership; and four fiction novels
- Author of more than thirty webeds (MP4 videos) in development stages by the newly formed Global NonProfit Resource Center
- M.S. degree in administration, Atlantic Coast Theological Seminary; B.A. degree in human resources management, George Fox University
- Can be contacted at 352-223-1488, [email protected] or www.mldonnellan.com
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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