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Gift Acceptance Policy and Ethical Fundraising Practice Prepared by Campaign and Alumni Relations Office with guidance from Finance Department and Internal Audit Service1. Definitions ..........................................................................................................

How to fill out gift acceptance policy and

How to fill out gift acceptance policy:

1. Begin by reviewing your organization's existing policies and guidelines related to accepting gifts. This will help ensure that your gift acceptance policy aligns with your organization's values and objectives.
2. Identify the purpose of your gift acceptance policy. Determine what types of gifts you are willing to accept, under what conditions, and any limitations or restrictions that may apply.
3. Consult with key stakeholders within your organization, such as board members, legal counsel, finance department, and fundraising team. Their input is valuable in crafting a comprehensive and effective gift acceptance policy.
4. Determine the procedures for gift evaluation and acceptance. This may include establishing a gift acceptance committee to review and assess each potential gift, as well as instituting due diligence practices to ensure the legitimacy of the gifts.
5. Specify the process for acknowledging and documenting accepted gifts. Develop a system to track and record information about the donor, gift details, and any associated restrictions or conditions.
6. Include provisions for handling declined gifts. Outline the reasons why a gift may be declined, such as if it conflicts with your organization's mission or values, poses a legal or ethical issue, or if the costs associated with accepting the gift outweigh the potential benefits.
7. Review and revise your gift acceptance policy on a regular basis. As circumstances change or new types of gifts emerge, it is important to keep your policy up-to-date and relevant.

Who needs gift acceptance policy:

1. Nonprofit organizations: Nonprofits rely on charitable contributions from individuals, corporations, and foundations. Having a gift acceptance policy helps ensure transparency, consistency, and ethical practices in managing these donations.
2. Educational institutions: Schools, colleges, and universities often receive significant donations from alumni, parents, and other supporters. A gift acceptance policy helps guide the acceptance of these donations and ensures alignment with the institution's educational mission.
3. Healthcare organizations: Hospitals, medical research centers, and other healthcare institutions frequently receive substantial philanthropic gifts. A gift acceptance policy helps them establish guidelines for accepting healthcare-related donations and ensures compliance with regulatory requirements.
4. Art and cultural organizations: Museums, art galleries, theaters, and other cultural institutions often receive donations in the form of artwork, collections, or financial contributions. A gift acceptance policy helps outline criteria for accepting and managing these gifts to preserve and enhance their cultural offerings.
5. Religious institutions: Churches, synagogues, mosques, and other religious organizations receive donations from their congregation members and other supporters. A gift acceptance policy helps them define the types of gifts they can accept and establish guidelines for their use within the religious community.

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