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Gift Acceptance & Solicitation Policies

Gift Acceptance and Solicitation Policies [ALT]

2011
Organizations/Sources: Allegheny Land Trust
The 18-page policy contains a section addressing the conditions under which the organization will accept a restricted gift.
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Sep 02, 2015
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764 times

Gift Acceptance and Solicitation Policies [WPC]

2015
Organizations/Sources: Western Pennsylvania Conservancy
The 19 pages include conditions for accepting restricted gifts, a sample endowment agreement, and instructions for making gifts of various types of assets.
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Sep 02, 2015
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867 times

Gift Acceptance Policies [NPC]

2012
Organizations/Sources: Northcentral Pennsylvania Conservancy
This 6-page policy includes guidelines concerning the donation of oil, gas and other mineral rights.
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Sep 02, 2015
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888 times

Gift Acceptance Policy Statement

2015
Organizations/Sources: Tinicum Conservancy
In regards to restricted gifts, this 7-page policy simply requires that gifts with restrictions that may be difficult or costly to administer be referred to the Fundraising Committee.
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Sep 02, 2015
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944 times

Gift of a Future Interest in Real Estate: Reserved Life Estates Keep Owners in Control During Their Lifetimes

2015
Organizations/Sources: Pennsylvania Land Trust Association
Landowners can convey a future interest in real property to a conservation organization or government but continue to live on or otherwise enjoy using the property during their lifetimes. If the property ia a personal residence or a fiarm, a donation of a future interest can generate immediate tax benefits.
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Apr 27, 2017
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1291 times

Gift Solicitation & Acceptance Policy [Berks Conservancy]

2015
Organizations/Sources: Berks Conservancy
This four-page policy includes provisions providing for a Gift Review Committee that reviews proposed gifts referred to it by the president and determines the action to be taken.
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Sep 08, 2015
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871 times

Restricted Gifts: Issues to Consider Before Making or Taking a Gift for a Specific Purpose

2015
Organizations/Sources: Pennsylvania Land Trust Association
A restricted gift of cash, land, easement or other property may only be used for a particular purpose rather than an organization’s general purposes. Both donor and donee need to be aware of the issues raised by limiting the use of a gift.
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Last Modified
Apr 28, 2017
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1023 times

Understanding And Drafting Nonprofit Gift Acceptance Policies

2003
Organizations/Sources: Kathryn W. Miree & Associates, Inc.
This article is intended to help one gain a greater understanding of the details, draft a set of policies, and make or advise your clients to make better decisions about gift acceptance.
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Sep 10, 2015
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