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GiftAcceptancePolicies
Boardapproval3182013Contents
1234567Purpose
1.1Interests served1.2BalancePolicy
2.1Scope2.2Objective2.3ApplicationGeneral guidelines
3.1Objectives3.2Ethical considerations3.3Legal
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Gift planning services involve helping individuals or organizations plan and strategize their gifts to maximize benefits and minimize taxes.
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Anyone who plans to make significant gifts or donations may benefit from gift planning services, especially those looking to optimize the impact of their gifts.
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Gift planning services are typically filled out with the assistance of financial or legal professionals who specialize in tax planning and charitable giving.
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Gift planning services may require reporting details of the gift, the donor and recipient information, the intended purpose of the gift, and any tax implications.
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