Gift Acceptance Policy
  • Policy Details
    • General Information
    • Eligible Gifts
    • Prohibited Gifts
  • Complete the Document
    • Template's Format

General Information

  • Indicate the organization's full name:

  • Select the date on which this policy is made effective:

  • Identify all categories of the organization's employees, staff, or officers to whom this policy applies:

  • Indicate categories of all interested third parties that may influence organization's management or daily operation:

    !

    Interested parties in nonprofit organization’s activity may include:
    – major donors
    – corporate sponsors
    – consultants
    – contractors
    – affiliated organizations; or
    – key stakeholders.

Eligible Gifts

  • Specify the monetary threshold (in USD) below which a GIFT may be accepted without further approval:

  • Specify the monetary threshold (in USD) below which a HOSPITALITY may be accepted without further approval:

  • Specify the position within the organization that holds the authority to approve or decline gifts:

    !

    This is usually an internal officer who is specifically in charge of approving or rejecting acceptance of gift by organization’s staff, employees, members of officers.

  • Are there specific categories of gifts that require prior review before acceptance?

  • List all categories of gifts that require prior review before acceptance:

    !

    Categories of gifts requiring prior review before acceptance include:

    – Real estate or other types of property gifts;
    – Closely held or privately owned securities;
    – Gifts involving restrictive conditions or designated use restrictions;
    – Tangible personal property with significant value or maintenance requirements;
    – Gifts that may involve environmental liabilities or legal risks;
    – Gifts of cryptocurrency or other emerging asset classes etc.

Prohibited Gifts

  • Specify the maximum GIFT value (in USD) above which acceptance is not permitted:

  • Specify the maximum HOSPITALITY value (in USD) above which acceptance is not permitted

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