As charities create new and innovative programs, the desire of their volunteers to fund those programs grows. Charitable organizations must create policies and procedures for the solicitation and implementation of restricted gifts.
Gift Agreements
Gift Planner’s Workstation ™ offers many customized digital gift agreement tools as your organization converts to a culture of using more digital documents. A general gift agreement tool can be found within the Gift Planner’s Workstation™. Learn more about the digital tools here.
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Design Your Own Organization’s Gift Acceptance Policy
Having a written policy adopted by the board will help expedite a process that otherwise might be delayed and provides volunteers and staff with a consistent way to handle unanticipated and unusual situations. A policy also de-personalizes the challenges for staff members on the front line of receiving a unique gift who may be in the awkward position of explaining to a donor that the nonprofit will not automatically accept the donor’s gift.
