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The York College
GIFT POLICY
and
Stewardship ManualShereitte C. Stokes III, ACRE
Vice President
By: Institutional Advancement
Updated: June 7, 2018Material in this Gift Policy and Stewardship Manual
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01
To fill out a gift policy and stewardship, follow these steps:
02
- Familiarize yourself with the purpose and goals of the policy and stewardship.
03
- Gather information about your organization's gift acceptance guidelines.
04
- Determine the key components to include in the policy, such as types of acceptable gifts, criteria for acceptance, and acknowledgment procedures.
05
- Create a draft of the policy and stewardship, making sure to include clear and concise language.
06
- Seek input and feedback from relevant stakeholders, such as board members, legal counsel, and development staff.
07
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08
- Obtain approval from the appropriate authority or governing board.
09
- Communicate the finalized policy and stewardship to all relevant staff members and volunteers.
10
- Regularly review and update the policy and stewardship as needed to ensure its relevance and effectiveness.
Who needs gift policy and stewardship?
01
Gift policy and stewardship are necessary for any organization or institution that relies on donations and fundraising efforts. This includes nonprofit organizations, educational institutions, religious organizations, healthcare facilities, and cultural institutions. By having a clear and well-defined gift policy and stewardship, these entities can establish guidelines for accepting and acknowledging gifts, ensuring transparency, accountability, and ethical practices. It helps protect the organization's reputation and fosters trust among donors and stakeholders.
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What is gift policy and stewardship?
Gift policy and stewardship refers to the guidelines and practices organizations have in place for accepting and managing gifts, as well as cultivating relationships with donors.
Who is required to file gift policy and stewardship?
Nonprofit organizations and charitable institutions are typically required to have and follow a gift policy and stewardship plan.
How to fill out gift policy and stewardship?
To fill out a gift policy and stewardship plan, organizations should outline their procedures for accepting gifts, recognizing donors, and ensuring transparency in financial transactions.
What is the purpose of gift policy and stewardship?
The purpose of gift policy and stewardship is to establish clear guidelines for fundraising practices, build trust with donors, and ensure proper stewardship of donated funds.
What information must be reported on gift policy and stewardship?
Gift policy and stewardship plans should include details on gift acceptance procedures, donor recognition practices, and mechanisms for accountability and transparency.
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