Gift Acceptance Policy

Why This Document Matters

Don’t accept a gift that could cost your nonprofit.

This professionally written Gift Acceptance Policy is more than just a template—it’s your nonprofit’s legal and ethical firewall. Whether you’re a small local organization or a national institution, this document protects your mission, your reputation, and your bottom line.

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Why This Document Matters

Don’t accept a gift that could cost your nonprofit.

This professionally written Gift Acceptance Policy is more than just a template—it’s your nonprofit’s legal and ethical firewall. Whether you’re a small local organization or a national institution, this document protects your mission, your reputation, and your bottom line.

Avoid Risk. Build Trust.

Gifts can come in many forms—cash, stocks, real estate, bequests, insurance policies, even artwork. But not all gifts are good gifts. Accepting the wrong asset, from the wrong donor, under the wrong terms can:

  • Create legal liabilities
  • Spark reputational damage
  • Jeopardize your tax-exempt status
  • Drain time and resources through administrative headaches

This policy ensures you say “yes” to the right gifts—and just as importantly, “no” to the wrong ones.

A Tool for Smarter Fundraising

This Gift Acceptance Policy helps you:

  • Define clear internal processes
  • Guide your development team with confidence
  • Set expectations with donors
  • Empower your board with best-practice oversight
  • Demonstrate professionalism to major donors, foundations, and corporate partners

When a donor asks, “Can I give you this?” — you’ll already know the answer.

What You Get

This is not a generic template. It is a boardroom-ready framework that:

  • Covers complex assets like real estate and closely held stock
  • Includes criteria for naming opportunities, endowments, and donor pledges
  • Aligns with CASE, CAE, and IRS standards
  • Was developed with legal review in mind

It is not 100% complete and must go through final review by your leadership and legal counsel. However, it gives you a 95% head start and saves countless hours of drafting from scratch.

Bottom Line

No nonprofit should operate without a Gift Acceptance Policy. This is your insurance policy against costly mistakes—and your credibility statement to every donor.

Download it. Customize it. Protect your mission.

IMPORTANT NOTICE

This Gift Acceptance Policy is provided as a general informational and educational resource. It is not intended to constitute legal, tax, or financial advice, nor does it replace the need for consultation with qualified professionals. While this document reflects widely accepted best practices in the nonprofit sector and has been prepared with care, each organization’s circumstances are unique.

Before implementing or adopting any portion of this policy, you should review it with your legal counsel, board of directors, and appropriate financial or tax advisors to ensure alignment with your organization’s specific goals, regulatory obligations, and risk tolerance.

Use of this document is at your own discretion. Neither the author nor distributor assumes any liability for errors, omissions, or outcomes resulting from its use.

Giving Magazine, AFP Las Vegas, Karen Alonso

GIVING Magazine

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