Overview
Fundraising is hard enough without running into the legal, accounting and practical pitfalls inherent in some types of gifts! A comprehensive gift acceptance policy can help an organization avoid these pitfalls, enhance its donor relationships and run a more successful development program. This OnDemand Webinar will address the issues that should be covered in a basic gift acceptance policy for a public charity, as well as some of the nuances involved in more complicated gifts.
Authors
Elaine Waterhouse Wilson, Quarles & Brady LLP
Self Study Credit - OnDemand Webinar
| CLE | 1.5 | AK, AL, AZ, CA, IL, NC, ND, OR, PA, VT, WI | |
| CLE | 1.6 | MS, TN | |
| CLE | 1.75 | MT, WA | |
| CLE | 2 | MO, WV | |
Self Study Credit - CD & Reference Manual
| CLE | 1.5 | AK, AZ, CA, GA, ME, MT, ND, NV, OR, UT, VT, WA | |
| CLE | 1.8 | WV | |
| CLE | 2 | CO | |
Self Study Credit - Podcast
| CLE | 1.5 | AK, CA, ME, MT, ND, NV | |
| CLE | 1.8 | WV | |
Agenda
What Is a Gift Acceptance Policy and Why Should You Have One?
Basic Issues Every Charity Should Consider
- What Will You Take and When Will You Take It?
- Naming Rights and Donor Recognition
- Restricted Gifts (and Who Can Change Them!)
- Procedural Issues
- Appraisals
- Paying Costs
- Legal Representation
- Tax Compliance: Substantiation and Quid Pro Quo Issues
Dealing With Difficult Assets
- Real Estate
- Closely Held Business Interests
- Tangible Personal Property
Sophisticated Planned Gifts
- Chartable Gift Annuity Programs
- Gifts in Trust and Acting as a Fiduciary
- Fractional Interest Gifts
