Nonprofit Resources

Webcast for Nonprofits: Developing Gift Acceptance Policies for Charitable Planned Gifts

Your organization may choose to accept a variety of planned gifts. Whether this includes life insurance policies, charitable gift annuities, charitable remainder trusts, charitable lead trusts, contributions to a pooled income fund, or retained life estate gifts, creating sound policies can facilitate the development, implementation, and administration of such gifts.

Learning Objectives:

• Explain the value of a gift acceptance policy
• List the recommended content of a gift acceptance policy
• Tailor a gift acceptance policy to the type of gifts accepted

This webcast has already occurred. 

Developing Gift Acceptance Policies for Charitable Planned Gifts
Thursday, September 27
1 p.m. EDT
Instructor: Ted Batson

Download the handout >

Watch the recording >

Please note that CPE credit is not available for recorded webcasts.

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