Community Foundations
A community foundation is a tax-exempt, nonprofit, autonomous, publicly supported, nonsectarian philanthropic institutio
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Gift Administration
In Kind: How to Accept
Early in any conversation with a potential donor about an in-kind gift, make certain the tangible personal property they are considering as a gift is an item that can be used in the course of your organization's business.
Donor Bill of Rights
This is a widely used statement outlining an "industry standard" of what how we, as fundraisers and nonprofits, should view and treat our donors.
Becoming Professional
In the world of development, what does it mean to be PROFESSIONAL?
Ours is an industry where success turns on having insights into both the inner workings of gift planning and the finer points of building and maintaining relationships.
There are so many aspects to being professional, ranging from:
Treasury Bonds, Bills and Notes: How to Gift/Accept
What we said at the beginning of this section bears repeating: You should be clear with your donors that a gift of bonds during their life is not in their own best interest. However, they may make a very good charitable gift via an estate.
If they want to explore this avenue, donors need professional support and advice to make certain they're not in danger of triggering taxes.
Retirement Plans: How to Accept
There are a number of key points you should be aware of in receiving a gift from an IRA--both in terms of the process of making the gift and the limitations attached to it.
Real Estate: Qualified Appraisal Requirements for Gifting Real Property
As this page amounts to multiple lists of regulatory and IRS requirements, we'll just present the items as succinctly as possible.
Herewith, the qualified appraisal requirements for gifting real property:
Gift Planning: Undue Influence (Sample contract)
Every gift officer is required to acknowledge through their signature they have read, understand and agree with the following: