Nonprofit Gift Acceptance Policy Template

What This Nonprofit Gift Acceptance Policy Template Covers

This comprehensive nonprofit gift acceptance policy template provides a structured approach for nonprofit organizations to manage and accept gifts. It includes essential clauses such as the Organization Information, Gift Types Accepted, and a detailed Gift Review Process, ensuring compliance with legal standards while aligning with the organization's mission.

When to Use a Gift Acceptance Policy for Nonprofits

Nonprofit organizations should utilize this nonprofit gift acceptance policy template when establishing clear guidelines for accepting donations. It is particularly beneficial during fundraising campaigns, when receiving large gifts, or when considering restricted gifts that may have specific conditions attached. This policy helps ensure that all gifts align with the nonprofit's values and mission.

What's Included in This Nonprofit Donation Policy Template

• Organization Information: Details about the nonprofit, including mission and vision statements.
• Gift Types Accepted: A list of acceptable gifts, including cash, securities, real estate, and planned gifts.
• Gift Review Process: Procedures for evaluating gifts to ensure they meet organizational standards.
• Restricted Gifts Policy: Guidelines on how to handle gifts with specific restrictions.
• Donor Recognition Policy: Criteria for recognizing and thanking donors for their contributions.
• Declining Gifts Policy: Procedures for declining gifts that do not align with the organization’s mission.

Key Charitable Gift Acceptance Guidelines

• Approval and Signatures: Requirements for board approval and signatures from authorized personnel.
• Securities Acceptance Policy: Guidelines for accepting stock and other securities as gifts.
• Real Estate Acceptance Policy: Procedures for evaluating and accepting real estate donations.
• Planned Gifts Policy: Standards for accepting bequests and other planned gifts.

Disclaimer: This template is for informational purposes only and does not constitute legal advice.