Gift Acceptance Policies in Action

Timothy Prosser, Elizabeth Ayers & Mike Wahlin 
Gift acceptance policies are established to promote good gifts and limit institutional risk. Although drafted with the best of intentions, too often these policies are simply left to sit on the shelf, gathering dust. In this interactive, discussion-oriented session we will discover how two very different organizations have created dynamic gift acceptance processes that serve to close valuable gifts while managing risk, and to avoid bad prospective gifts while preserving donor relationships. Panelists will discuss how a disciplined gift acceptance committee works in real life, and illustrate the value of close collaboration and trust among finance, development and legal staff in evaluating prospective gifts.
Learning Objectives:
1. Learn how a disciplined gift acceptance process serves to close valuable gifts, manage risk and avoid bad gifts while preserving donor relationships.
2. Appreciate the importance of close collaboration among development, finance and legal staff in evaluating prospective gifts.
3. Observe how different institutions have tailored their gift acceptance processes to work well with their particular donor bases and their unique missions.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
Conference Year: 
NCPP 2015
Event Type: 
Conference Session
Purchase Type: 
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