[{"data":1,"prerenderedAt":504},["ShallowReactive",2],{"document-non-profit-gift-acceptance-policy-D13367":3},{"document":4,"label":24,"preview":11,"thumb":25,"thumb600":26,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":27,"breadcrumb":31,"related":39,"customDescModule":184,"customdescription":6,"mdFm":185,"mdProseHtml":503},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":23},"NON-PROFIT GIFT ACCEPTANCE POLICY POLICY STATEMENT This Policy represents the policy of [NAME OF NONPROFIT ORGANIZATION] (the \"Organization\") governing the solicitation and acceptance of corporate gifts. The purpose of this Policy is to provide guidance for the Organization's board, officers, and staff with respect to their responsibilities concerning gifts to the Organization. The provisions of this Policy shall apply to all gifts received by the Organization. Notwithstanding the foregoing, the Organization reserves the right to revise or revoke this Policy at any time, and to make exceptions to the Policy. The mission of the Organization is [DESCRIPTION OF MISSION]. GENERAL POLICY The primary consideration of gift acceptance or solicitation will be the impact of the gift on the Organization. When considering whether to solicit or accept gifts, the Organization will evaluate the following factors: Values: whether the acceptance of the gift would compromise any of the core values of the Organization; Compatibility: whether there is compatibility between the intent of the donor and the Organization's use of the gift; Public Relationships: whether acceptance of the gift would damage the reputation of the Organization; Primary Benefit: whether the primary benefit would be to the Organization, versus the donor; Consistency: whether acceptance of the gift would be consistent with prior practice; Form of Gift: whether the gift is offered in a form that the Organization could use without incurring substantial expense or difficulty; Effect on Future Giving: whether the gift would encourage or discourage future gifts. The Organization shall not accept gifts that: Violate the terms of the Organization's organizational documents; or Would jeopardize the Organization's status as a tax exempt organization under federal and state law. DEFINITION OF GIFT A gift is defined as a voluntary transfer of assets from a person or an organization to the Organization. A gift is an irrevocable transfer of assets, motivated by charitable intent. Gifts are not generally subject to an exchange of consideration or other contractual duties between the Organization and the donor, except for certain split-interest gifts, as set out in this Policy, although objectives may be stated, and funds may be restricted to a specific purpose. A gift is not completed until it has been accepted by the Organization. APPROVAL OF GIFTS Subject to the clauses of this Policy, all final decisions on the acceptance or refusal of a gift shall be made by the [BOARD OF DIRECTORS/GIFT ACCEPTANCE COMMITTEE/EXECUTIVE COMMITTEE/OTHER BODY] (\"Executive Committee\"). USE OF LEGAL COUNSEL The Organization will seek the advice of legal counsel in matters relating to acceptance of gifts when appropriate. Review by counsel is recommended for: Gifts of securities that are subject to restrictions or buy-sell agreements. Documents naming the Organization as trustee or requiring the Organization to act in any fiduciary capacity. Gifts requiring the Organization to assume financial or other obligations. Transactions with potential conflicts of interest. Gifts of property which may be subject to environmental or other regulatory restrictions. GIFTS GENERALLY ACCEPTED WITHOUT REVIEW Cash. Cash gifts are acceptable in any form, including by check, money order, credit card, or on-line. Donors wishing to make a gift by credit card must provide the card type (e.g., Visa, MasterCard, American Express), card number, expiration date, and name of the card holder as it appears on the credit card. Marketable Securities. Marketable securities may be transferred electronically to an account maintained at one or more brokerage firms or delivered physically with the transferor's endorsement or signed stock power (with appropriate signature guarantees) attached. All marketable securities will be sold promptly upon receipt unless otherwise directed by the Organization's Investment Committee. In some cases, marketable securities may be restricted, for example, by applicable securities laws or the terms of the proposed gift; in such instances, the decision whether to accept the restricted securities shall be made by the Executive Committee. Bequests and Beneficiary Designations under Revocable Trusts, Life Insurance Policies, Commercial Annuities and Retirement Plans",null,"Non-Profit Gift Acceptance Policy","4",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/non-profit-gift-acceptance-policy-D13367.png","https://templates.business-in-a-box.com/imgs/250px/13367.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13367.xml",{"title":15,"description":6},"non-profit gift acceptance policy",[17,20],{"label":18,"url":19},"Business Plan Kit","/templates/business-plan-kit/",{"label":21,"url":22},"Management","/templates/business-management/","non profit gift acceptance policy","Non-Profit Gift Acceptance Policy Template","https://templates.business-in-a-box.com/imgs/400px/13367.png","https://templates.business-in-a-box.com/imgs/600px/13367.png",[28,17,20],{"label":29,"url":30},"Templates","/templates/",[32,33,36],{"label":29,"url":30},{"label":34,"url":35},"Administration","/templates/business-administration/",{"label":37,"url":38},"Company Policies","/templates/company-policies/",[40,44,48,52,56,60,64,68,72,76,80,84,88,104,121,138,155,169],{"label":41,"url":42,"thumb":43,"extension":10},"Non-Profit Investment Policy","/template/non-profit-investment-policy-D14019","https://templates.business-in-a-box.com/imgs/250px/14019.png",{"label":45,"url":46,"thumb":47,"extension":10},"Non-Profit Whistleblower Policy","/template/non-profit-whistleblower-policy-D14022","https://templates.business-in-a-box.com/imgs/250px/14022.png",{"label":49,"url":50,"thumb":51,"extension":10},"Non-Profit Partnership Agreement","/template/non-profit-partnership-agreement-D14023","https://templates.business-in-a-box.com/imgs/250px/14023.png",{"label":53,"url":54,"thumb":55,"extension":10},"Non-Profit Code Of Conduct","/template/non-profit-code-of-conduct-D14018","https://templates.business-in-a-box.com/imgs/250px/14018.png",{"label":57,"url":58,"thumb":59,"extension":10},"Non-Profit Memorandum Of Understanding","/template/non-profit-memorandum-of-understanding-D14020","https://templates.business-in-a-box.com/imgs/250px/14020.png",{"label":61,"url":62,"thumb":63,"extension":10},"Non-Profit Board Resolution","/template/non-profit-board-resolution-D14017","https://templates.business-in-a-box.com/imgs/250px/14017.png",{"label":65,"url":66,"thumb":67,"extension":10},"Non-Profit Operating Agreement","/template/non-profit-operating-agreement-D14021","https://templates.business-in-a-box.com/imgs/250px/14021.png",{"label":69,"url":70,"thumb":71,"extension":10},"Volunteer Agreement For Non Profit","/template/volunteer-agreement-for-non-profit-D14080","https://templates.business-in-a-box.com/imgs/250px/14080.png",{"label":73,"url":74,"thumb":75,"extension":10},"Gift Deed","/template/gift-deed-D13517","https://templates.business-in-a-box.com/imgs/250px/13517.png",{"label":77,"url":78,"thumb":79,"extension":10},"Conditional Acceptance of Non-Conforming Goods","/template/conditional-acceptance-of-non-conforming-goods-D1052","https://templates.business-in-a-box.com/imgs/250px/1052.png",{"label":81,"url":82,"thumb":83,"extension":10},"Non-profit Organization Business Plan","/template/non-profit-organization-business-plan-D12024","https://templates.business-in-a-box.com/imgs/250px/12024.png",{"label":85,"url":86,"thumb":87,"extension":10},"Non-Retaliation Policy","/template/non-retaliation-policy-D13472","https://templates.business-in-a-box.com/imgs/250px/13472.png",{"description":89,"descriptionCustom":6,"label":90,"pages":91,"size":9,"extension":10,"preview":92,"thumb":93,"svgFrame":94,"seoMetadata":95,"parents":97,"keywords":102,"url":103},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: ACKNOWLEDGEMENT OF RECEIPT FOR [DESCRIBE] Dear [CONTACT NAME], I am writing to acknowledge receipt of the [DOCUMENT/ITEM] that you sent to us on [DATE]. We appreciate your prompt action in sending this to us.","Acknowledgement Of Receipt Letter","1","https://templates.business-in-a-box.com/imgs/1000px/acknowledgement-of-receipt-letter-D13438.png","https://templates.business-in-a-box.com/imgs/250px/13438.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13438.xml",{"title":96,"description":6},"acknowledgement of receipt letter",[98,100],{"label":18,"url":99},"business-plan-kit",{"label":34,"url":101},"business-administration","acknowledgement receipt letter","/template/acknowledgement-of-receipt-letter-D13438",{"description":105,"descriptionCustom":6,"label":106,"pages":107,"size":9,"extension":10,"preview":108,"thumb":109,"svgFrame":110,"seoMetadata":111,"parents":113,"keywords":112,"url":120},"Fundraising Plan Your business slogan here. Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Table of Content Table of Content 2 Executive Summary 3 1. Overview 4 1.1 Purpose of the Fundraising Plan 4 1.2 The Event 5 1.3 The Team 5 2. Goals & Objectives 5 2.1 Goals 5 2.2 Objectives 6 3. Strategy & Analysis 7 3.1 Strategy 7 3.2 SWOT Analysis 7 4. Action Plan 8 5.Budget 9 Executive Summary The Fundraising Plan is the link between strategic objectives and the implementation of activities to achieve these fundraising objectives. In simple terms, it means turning the strategic fundraising plan into achievable tasks. The purpose of the plan is to establish the fundraising framework and to identify the main tasks, resource requirements and timelines for the various activities that need to be carried out to achieve the objectives of the [FUNDRAISER NAME] fundraising plan. [COMPANY NAME] therefore assesses the fundraising activities annually to determine whether they will achieve the strategic objectives set. This brings stability to our strategic fundraising plan. It also provides flexibility to respond to issues that may emerge from the fundraising plan and to address risks that may affect the strategic objectives. As a reminder, please find below the main elements of the strategic fundraising plan [202X-202X] Strategic Plan Vision: [WRITE YOUR CONTENT HERE] Mission: [WRITE YOUR CONTENT HERE] Values: [WRITE YOUR CONTENT HERE] Goals: [WRITE YOUR CONTENT HERE] By going through the fundraising plan, you will be able to see the different activities that will be undertaken by your department as well as the possible impact on your daily work. 1. Overview 1.1 Purpose of the Fundraising Plan A Fundraising Plan is a highly detailed plan that provides a clear picture of how a team, section or department will contribute to the achievement of the fundraising goals. The fundraising plan maps out the day-to-day tasks required to run a business and cover. The plan covers the what, the who, the when, and how much:","Fundraising Plan","8","https://templates.business-in-a-box.com/imgs/1000px/fundraising-plan-D12792.png","https://templates.business-in-a-box.com/imgs/250px/12792.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12792.xml",{"title":112,"description":6},"fundraising plan",[114,117],{"label":115,"url":116},"Sales & Marketing","sales-marketing",{"label":118,"url":119},"Marketing Plan","marketing-plan","/template/fundraising-plan-D12792",{"description":122,"descriptionCustom":6,"label":123,"pages":8,"size":124,"extension":10,"preview":125,"thumb":126,"svgFrame":127,"seoMetadata":128,"parents":129,"keywords":136,"url":137},"BY-LAWS OF [NOT FOR PROFIT CORPORATION] These By-Laws of [YOUR COMPANY NAME] (the \"Agreement\") are made and effective [DATE]. ORGANIZATION The name of the organization shall be [NAME]. The organization may at its pleasure by a vote of the membership body change its name. PURPOSES The following are the purposes for which this organization has been organized: [DESCRIBE] MEMBERSHIP Membership in this organization shall be open to all who [DESCRIBE]. MEETINGS The annual membership meeting of this organization shall be held on the [DAY] of [MONTH] each and every year except if such day be a legal holiday, then and in that event, the Board of Directors shall fix the day but it shall not be more than two weeks from the date fixed by these By-Laws. The Secretary shall cause to be mailed to every member in good standing at his address as it appears in the membership roll book in this organization a notice telling the time and place of such annual meeting. Regular meetings of this organization shall be held [LOCATION]. The presence of not less than [%] of the members shall constitute a quorum and shall be necessary to conduct the business of this organization; but a lesser percentage may adjourn the meeting for a period of not more than [NUMBER] weeks from the date scheduled by these By-Laws and the secretary shall cause a notice of this scheduled meeting to be sent to all those members who were not present at the meeting originally called. A quorum as herein before set forth shall be required at any adjourned meeting. Special meetings of this organization may be called by the president when he deems it for the best interest of the organization. Notices of such meeting shall be mailed to all members at their addresses as they appear in the membership roll book at least [NUMBER] days before the scheduled date set for such special meeting. Such notice shall state the reasons that such meeting has been called, the business to be transacted at such meeting and by whom it was called. At the request of [%] of the members of the Board of Directors or [%] of the members of the organization, the president shall cause a special meeting to be called but such request must be made in writing at least [NUMBER] days before the requested scheduled date. No other business but that specified in the notice may be transacted at such special meeting without the unanimous consent of all present at such meeting. VOTING At all meetings, except for the election of officers and directors, all votes shall be by voice. For election of officers, ballots shall be provided and there shall not appear any place on such ballot that might tend to indicate the person who cast such ballot. At any regular or special meeting, if a majority so requires, any question may be voted upon in the manner and style provided for election of officers and directors. At all votes by ballot the chairman of such meeting shall, prior to the commencement of balloting, appoint a committee of three who shall act as \"Inspectors of Election\" and who shall, at the conclusion of such balloting, certify in writing to the chairman the results and the certified copy shall be physically affixed in the minute book to the minutes of that meeting. No inspector of election shall be a candidate for office or shall be personally interested in the question voted upon. ORDER OF BUSINESS 1. Roll Call. 2. Reading of the Minutes of the preceding meeting. 3. Reports of Committees. 4. Reports of Officers. 5. Old and Unfinished Business. 6. New Business. 7. Adjournments. BOARD OF DIRECTORS The business of this organization shall be managed by a Board of Directors consisting of [#] members, together with the officers of this organization. At least one of the directors elected shall be a resident of the State of [STATE/PROVINCE] and a citizen of [COUNTRY]. The directors to be chosen for the ensuing year shall be chosen at the annual meeting of this organization in the same manner and style as the officers of this organization and they shall serve for a term of [NUMBER] years. The Board of Directors shall have the control and management of the affairs and business of this organization. Such Board of Directors shall only act in the name of the organization when it shall be regularly convened by its chairman after due notice to all the directors of such meeting. [%] of the members of the Board of Directors shall constitute a quorum and the meetings of the Board of Directors shall be held regularly on the [DATE]. Each director shall have one vote and such voting may not be done by proxy. The Board of Directors may make such rules and regulations covering its meetings as it may in its discretion determine necessary.","Bylaws Not for Profit Corporation",51,"https://templates.business-in-a-box.com/imgs/1000px/bylaws_not-for-profit-corporation-D1004.png","https://templates.business-in-a-box.com/imgs/250px/1004.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#1004.xml",{"title":6,"description":6},[130,133],{"label":131,"url":132},"Legal Agreements","business-legal-agreements",{"label":134,"url":135},"Incorporation Agreements","incorporation-agreement","bylaws not for profit corporation","/template/bylaws-not-for-profit-corporation-D1004",{"description":139,"descriptionCustom":6,"label":140,"pages":141,"size":9,"extension":10,"preview":142,"thumb":143,"svgFrame":144,"seoMetadata":145,"parents":147,"keywords":153,"url":154},"CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS PURPOSE The purpose of this Conflict of Interest Policy at [YOUR ORGANIZATION NAME] is to provide clear guidelines to ensure that all decisions made by board members are in the best interest of the organization. The Policy aims to prevent situations where personal, financial, or other interests could potentially conflict with the duty of board members to serve the organization's objectives. SCOPE This Policy applies to all board members of [YOUR ORGANIZATION NAME] and governs any situations where personal interests could impact their decision-making. It includes all direct and indirect interests, including financial, business, or other material benefits that may be gained from board decisions. POLICY PRINCIPLES Duty of Loyalty: Board members must prioritize the interests of [YOUR ORGANIZATION NAME] above their personal or financial interests when making decisions on behalf of the organization. Disclosure: Any board member who has a personal, financial, or other conflict of interest in a matter under consideration must disclose it to the board. Recusal: Board members must recuse themselves from discussions and decisions where a conflict of interest is identified to prevent biased decision-making. Transparency: All conflicts of interest must be documented in the minutes of the meeting and made transparent to relevant stakeholders. IDENTIFYING CONFLICTS OF INTEREST Financial Interests: Board members must disclose any financial interests they or their family members have in organizations or entities that do business with [YOUR ORGANIZATION NAME]. Personal Relationships: Conflicts may arise from personal relationships with staff, vendors, or other board members that could influence a board member's judgment. Competing Organizations: Board members should disclose any involvement in competing organizations or other entities that could create a conflict with their duties to [YOUR ORGANIZATION NAME]. DISCLOSURE REQUIREMENTS Annual Disclosure: Board members are required to submit an annual disclosure form identifying any potential conflicts of interest they may have. Ongoing Disclosure: In addition to annual disclosures, board members must promptly disclose any new potential conflicts as they arise during the course of their term. MANAGING CONFLICTS OF INTEREST Conflict Review: Upon disclosure of a potential conflict, the board will review the situation and determine if a conflict of interest exists.","Conflict Of Interest Policy For Board Members","3","https://templates.business-in-a-box.com/imgs/1000px/conflict-of-interest-policy-for-board-members-D13933.png","https://templates.business-in-a-box.com/imgs/250px/13933.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13933.xml",{"title":146,"description":6},"conflict of interest policy for board members",[148,151],{"label":149,"url":150},"Human Resources","human-resources",{"label":37,"url":152},"company-policies","conflict interest policy for board members","/template/conflict-of-interest-policy-for-board-members-D13933",{"description":156,"descriptionCustom":6,"label":157,"pages":141,"size":9,"extension":10,"preview":158,"thumb":159,"svgFrame":160,"seoMetadata":161,"parents":163,"keywords":162,"url":168},"BOARD MEETING MINUTES [YOUR COMPANY NAME] Organization Name: Date: Location: Time: Board Members Present: [LIST NAMES] Board Members Absent: [LIST NAMES] Guests: List names and affiliations if any. Meeting Called to Order by: [NAME AND TIME] Approval of Previous Meeting Minutes: Motion by: [NAME] Seconded by: [NAME] Outcome: [APPROVED/AMENDED] [Agenda Item Title] Presenter: [NAME] Discussion Summary: Summarize the key points of discussion, including any differing views or debates. Action Items: Detail specific tasks decided upon, who is responsible, and any deadlines. Decisions Made: Summarize any decisions made, including vote outcomes if applicable. [Agenda Item Title] Presenter: [NAME] Discussion Summary: Summarize the key points of discussion, including any differing views or debates. Action Items: Detail specific tasks decided upon, who is responsible, and any deadlines. Decisions Made: Summarize any decisions made, including vote outcomes if applicable. Financial Report: Presented by: Summary: ","Board Meeting Minutes","https://templates.business-in-a-box.com/imgs/1000px/board-meeting-minutes-D13904.png","https://templates.business-in-a-box.com/imgs/250px/13904.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13904.xml",{"title":162,"description":6},"board meeting minutes",[164,165],{"label":115,"url":116},{"label":166,"url":167},"Market Analysis","market-analysis","/template/board-meeting-minutes-D13904",{"description":170,"descriptionCustom":6,"label":171,"pages":172,"size":9,"extension":10,"preview":173,"thumb":174,"svgFrame":175,"seoMetadata":176,"parents":178,"keywords":177,"url":183},"Grant Proposal Your business slogan here. Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Table of Content Table of Content 2 Cover Letter 3 Proposal Summary 4 1. Introduction of Organization 5 1.1 Our Organization 5 1.2 Our Mission 5 1.3 Team Qualifications 6 1.4 Success Stories 6 2. Needs Assessment 7 2.1 The Problem to Solve 7 2.2 Beneficiaries 7 3. Project & Activities 8 3.1 The Project 8 3.2 Planned activities 8 4. Goals & Objectives 9 4.1 Goals of the Project 9 4.2 Objectives of the Project 9 5. Strategies 10 5.1 Strategies to Undertake 10 6. Project Evaluation 11 6.1 The Metrics 11 6.2 Evaluation Plan 11 7. Future Funding 12 7.1 Source of Funding 12 8. Budget Information 13 8.1 Cost Breakdown 13 Appendix A 14 Cover Letter Fill in the blank spots and/or customize the text with your own word to reflect your own situation. Dear [RECEIVING PARTY NAME], Thank you for considering [ORGANIZATION NAME] for a grant of [GRANT VALUE] for our project of [SPECIFY]. In the service of the community since several years, [ORGANIZATION NAME] works to fulfill its mission by [SPECIFY]. Our proposed project will allow us to: Achieve the specific mission of the project, and Create other positives impacts on the community. [ORGANIZATION NAME] can only achieve our goals with the help of generous donations from supporters, partners and community members. Donors contribute to our success! With their support, we have been able to [ DESCRIBE PAST ACCOMPLISHMENTS]. We are asking for your help so that our [DESCRIBE] project can continue to help people in our community. Thank you in advance for your support, Sincerely [YOUR NAME] [YOUR ORGANIATION NAME] [YOUR NAME@YOURORGANIZATIONNAME] [YOUR PHONE NUMBER] Proposal Summary In less than a page, the proposal summary should present a short, concise summary of the project. It should include a brief description of the organization and the project, the population that will benefit, its goals and objectives and give the most general description of the use that will be made of the funds. Finally, mention how the program will be evaluated to measure the success of the programs. Fill in the blank spots and/or customize the text with your own word to reflect your own situation. [ORGANIZATION NAME] was founded in [SPECIFY] and has a mandate to [SPECIFY]. We are specialized in [PROVIDE A BRIEF DESCRIPTION OF YOUR SERVICES]. We are asking for your help for [SPECIFY] in order to support our project which concerns the following clientele [SPECIFY]. The amount we are looking for is [SPECIFY]. The goal of our program is [SPECIFY] and to achieve this goal, we intend to achieve the following objectives [SPECIFY]. The requested funds will be used for [SPECIFY]. Finally, we will evaluate the success of this project by analyzing the following variables [SPECIFY]. 1. Introduction of Organization 1.1 Our Organization Describe your organization, its operations and its structure. indicate the organization's capacity to implement and sustain the project, major accomplishments of the organization, relevant experience and accomplishments of the organization. Fill in the blank spots and/or customize the text with your own word to reflect your own situation. [ORGANIZITION NAME] is a [PROVIDE A DESCRIPTION OF YOUR ORGANIZATION]. We are established since [SPECIFY]. We are specialized in [PROVIDE A DESCRIPTION OF YOUR ACTIVITIES/ SERVICES]. We help [SPECIFY THE TYPE OF PEOPLE YOU HELP AND THE PROBLEM YOUR ORGANIZATION SOLVE FOR THEM]. 1.2 Our Mission Indicate your mission and values Fill in the blank spots and/or customize the text with your own word to reflect your own situation. [ORGANIZATION NAME] believe in [SPECIFY AND EXPLAIN YOUR VALUES]. Our team is committed to [SPECIFY]. 1.3 Team Qualifications Indicate who will work on the project and how they are qualified to lead to the success of the project. [NAME], [TITLE] [SHORT RESUME HIGHLIGHTING RELEVANT SKILLS/EXPERIENCE] [NAME], [TITLE] [SHORT RESUME HIGHLIGHTING RELEVANT SKILLS/EXPERIENCE] [NAME], [TITLE] [SHORT RESUME HIGHLIGHTING RELEVANT SKILLS/EXPERIENCE] For complete resume of key employees, please see [APPENDIX A]. 1.4 Success Stories Fill in the blank spots and/or customize the text with your own word to reflect your own situation. [ORGANIZATION NAME] has worked on similar projects in the past and has successfully [SPECIFY]. Most notable relevant experiences include [SPECIFY PROJECT] where we have [LIST ACCOMPLISHMENTS] and [SPECIFY PROJECT] where we have [LIST ACCOMPLISHMENTS]. For detailed case studies and testimonials, please see [APPENDIX A]. For our full client list, please see [APPENDIX A]. 2. Needs Assessment 2.1 The Problem to Solve Describe the problem that the project will attempt to address. Provide an explanation of the problem that has created the need for the project that will be funded by the requested grant. Fill in the blank spots and/or customize the text with your own word to reflect your own situation.","Grant Proposal","14","https://templates.business-in-a-box.com/imgs/1000px/grant-proposal-D12615.png","https://templates.business-in-a-box.com/imgs/250px/12615.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12615.xml",{"title":177,"description":6},"grant proposal",[179,182],{"label":180,"url":181},"Finance & Accounting","finance-accounting",{"label":180,"url":181},"/template/grant-proposal-D12615",false,{"seo":186,"reviewer":199,"legal_disclaimer":184,"quick_facts":203,"at_a_glance":205,"personas":209,"variants":234,"glossary":258,"sections":292,"how_to_fill":343,"common_mistakes":384,"faqs":401,"industries":429,"comparisons":446,"diy_vs_pro":462,"educational_modules":475,"related_template_ids_curated":478,"schema":491,"classification":493},{"meta_title":187,"meta_description":188,"primary_keyword":189,"secondary_keywords":190},"Non Profit Gift Acceptance Policy Template (Free Word)","Free nonprofit gift acceptance policy template covering cash, securities, real estate, and in-kind gifts. Used in 190+ countries. Free Word and PDF download.","nonprofit gift acceptance policy template",[191,192,193,194,195,196,197,198],"gift acceptance policy template","nonprofit gift acceptance policy","gift acceptance policy for nonprofits","nonprofit donation policy template","charitable gift acceptance policy","gift acceptance policy word template","nonprofit gift policy free download","in-kind gift acceptance policy",{"name":200,"credential":201,"reviewed_date":202},"Bruno Goulet","CEO, Business in a Box","2026-05-02",{"difficulty":204,"legal_review_recommended":184,"signature_required":184},"medium",{"what_it_is":206,"when_you_need_it":207,"whats_inside":208},"A Nonprofit Gift Acceptance Policy is a board-approved internal document that defines which types of donations an organization will accept, how each type is evaluated, who has authority to approve non-standard gifts, and how accepted gifts are processed and acknowledged. This free Word download gives you a ready-to-edit policy you can tailor to your mission and present to your board for adoption, then export as PDF for staff and donor reference.\n","Use it when your organization begins receiving gifts beyond straightforward cash donations — such as publicly traded securities, real estate, vehicles, or in-kind goods — or when a donor, auditor, or grant funder asks to see a documented gift acceptance process. Boards of any nonprofit seeking IRS Form 990 compliance or preparing for a capital campaign should adopt one before solicitations begin.\n","Policy purpose and scope, definitions of accepted and prohibited gift types, due diligence and review procedures, approval authority matrix, valuation and appraisal requirements, gift acknowledgment and receipting standards, donor restriction handling, and conflict-of-interest safeguards.\n",[210,214,218,222,226,230],{"title":211,"use_case":212,"icon_asset_id":213},"Nonprofit executive directors","Formalizing gift intake procedures before launching a major capital campaign","persona-nonprofit-exec",{"title":215,"use_case":216,"icon_asset_id":217},"Development directors","Establishing clear guidelines for evaluating and declining non-standard gifts","persona-development-director",{"title":219,"use_case":220,"icon_asset_id":221},"Nonprofit board members","Fulfilling fiduciary duty by adopting a written gift acceptance policy","persona-board-member",{"title":223,"use_case":224,"icon_asset_id":225},"Finance managers at nonprofits","Standardizing gift valuation, accounting, and acknowledgment workflows","persona-finance-manager",{"title":227,"use_case":228,"icon_asset_id":229},"Nonprofit legal counsel","Reviewing and updating policy language to reflect current IRS guidance","persona-legal-counsel",{"title":231,"use_case":232,"icon_asset_id":233},"Grant and compliance officers","Demonstrating to funders and auditors that gift governance meets best-practice standards","persona-compliance-officer",[235,239,243,246,249,252,255],{"situation":236,"recommended_template":237,"slug":238},"Small nonprofit receiving only cash and check donations","Simplified Gift Acceptance Policy","non-profit-gift-acceptance-policy-D13367",{"situation":240,"recommended_template":241,"slug":242},"Organization actively soliciting planned or deferred gifts","Planned Giving Policy","checklist-giving-job-performance-feedback-D686",{"situation":244,"recommended_template":245,"slug":238},"Nonprofit receiving donated goods and services regularly","In-Kind Gift Acceptance Policy",{"situation":247,"recommended_template":248,"slug":238},"Community foundation managing donor-advised funds","Donor-Advised Fund Gift Acceptance Policy",{"situation":250,"recommended_template":251,"slug":238},"University or hospital system with major gifts program","Institutional Gift Acceptance Policy",{"situation":253,"recommended_template":254,"slug":238},"Nonprofit conducting a formal capital campaign","Capital Campaign Gift Acceptance and Naming Policy",{"situation":256,"recommended_template":257,"slug":238},"Organization receiving cryptocurrency or digital asset donations","Digital Asset Gift Acceptance Policy",[259,262,265,268,271,274,277,280,283,286,289],{"term":260,"definition":261},"Gift Acceptance Policy","A board-approved document specifying which types of donations an organization will accept, how they are evaluated, and who has authority to approve or decline them.",{"term":263,"definition":264},"Unrestricted Gift","A donation with no conditions attached, allowing the organization to apply the funds wherever they are most needed.",{"term":266,"definition":267},"Restricted Gift","A donation given with donor-imposed conditions requiring the funds to be used for a specific purpose, program, or time period.",{"term":269,"definition":270},"Planned Gift","A charitable contribution arranged during a donor's lifetime but typically transferred at death — such as a bequest, charitable remainder trust, or life insurance policy.",{"term":272,"definition":273},"In-Kind Gift","A non-cash donation of goods, property, or services rather than money, which must be valued and acknowledged separately from cash gifts.",{"term":275,"definition":276},"Qualified Appraisal","An IRS-required independent appraisal of non-cash property valued over $5,000, conducted by a qualified appraiser and attached to the donor's tax return.",{"term":278,"definition":279},"Donor-Advised Fund (DAF)","A charitable giving vehicle administered by a sponsoring organization through which donors contribute assets, receive an immediate tax deduction, and recommend grants over time.",{"term":281,"definition":282},"Quid Pro Quo Contribution","A payment made partly as a donation and partly in exchange for goods or services, requiring special disclosure language in the acknowledgment letter.",{"term":284,"definition":285},"Charitable Remainder Trust (CRT)","A planned giving arrangement in which a donor transfers assets to a trust that pays income to the donor or beneficiaries for a term, with the remainder passing to the nonprofit.",{"term":287,"definition":288},"Gift Review Committee","A designated group — typically including the executive director, finance staff, and a board member — responsible for evaluating non-standard or complex gift offers before acceptance.",{"term":290,"definition":291},"Acknowledgment Letter","A written receipt sent to a donor confirming the gift amount or description, the date received, and a statement of whether any goods or services were provided in exchange.",[293,298,303,308,313,318,323,328,333,338],{"name":294,"plain_english":295,"sample_language":296,"common_mistake":297},"Purpose and scope","States why the policy exists, which types of gifts and which organizational units it covers, and who is bound by it.","This Gift Acceptance Policy ('Policy') of [ORGANIZATION NAME] ('Organization') applies to all gifts solicited or received by the Organization, its staff, volunteers, and board members. Its purpose is to protect the Organization and its donors by establishing clear standards for evaluating, accepting, and administering charitable contributions.","Writing a purpose statement so broad it covers every conceivable donation without distinguishing between routine and non-standard gifts — creating review burdens for ordinary checks and credit-card transactions.",{"name":299,"plain_english":300,"sample_language":301,"common_mistake":302},"Accepted gift types","Lists every category of gift the organization will routinely accept — cash, checks, wire transfers, publicly traded securities, credit card payments — with any applicable conditions.","The Organization accepts the following gift types without committee review: cash and checks payable to [ORGANIZATION NAME]; wire transfers and ACH payments; publicly traded securities transferred directly to the Organization's brokerage account; and credit card payments processed through [PAYMENT PROCESSOR].","Listing accepted gift types without specifying the processing method for each — creating staff confusion about whether to liquidate donated securities immediately or hold them.",{"name":304,"plain_english":305,"sample_language":306,"common_mistake":307},"Gifts requiring review and approval","Identifies gift categories that require evaluation by the Gift Review Committee before acceptance — typically real estate, tangible personal property, closely held stock, cryptocurrency, and planned gifts.","The following gift types require review and written approval by the Gift Review Committee before acceptance: real property; closely held business interests; cryptocurrency and digital assets; vehicles; art, collectibles, and other tangible personal property valued over $[THRESHOLD]; life insurance policies; and charitable remainder trusts or other deferred gift instruments.","Omitting cryptocurrency and digital assets from the review list — organizations that accept these without a liquidation-on-receipt policy expose themselves to significant market-value volatility and accounting complexity.",{"name":309,"plain_english":310,"sample_language":311,"common_mistake":312},"Prohibited gifts","Explicitly lists gift types the organization will not accept under any circumstances, with a brief rationale for each prohibition.","The Organization will not accept: gifts of property encumbered by a mortgage or lien that exceeds the property's fair market value; gifts of property that would expose the Organization to environmental liability; gifts conditioned on the Organization retaining a specific vendor or employee; or gifts from donors whose activities conflict with the Organization's mission or values.","Leaving the prohibited gifts section blank or vague because it feels impolitic to decline donations — without explicit prohibitions, staff have no authority to turn away problematic gifts.",{"name":314,"plain_english":315,"sample_language":316,"common_mistake":317},"Donor restrictions and gift agreements","Describes how the organization handles donor-imposed restrictions, when a written gift agreement is required, and what happens if a restriction becomes impossible to fulfill.","Gifts restricted by the donor to a specific program or purpose require a written Gift Agreement signed by [AUTHORIZED OFFICER TITLE] before acceptance. If circumstances change such that a restriction becomes impractical or impossible to honor, the Organization will notify the donor and, if necessary, apply cy pres doctrine through appropriate legal channels.","Accepting verbal restrictions without a written gift agreement — verbal understandings become disputed years later when staff changes or programs are discontinued.",{"name":319,"plain_english":320,"sample_language":321,"common_mistake":322},"Valuation and appraisal requirements","Specifies how each gift category is valued for acknowledgment and accounting purposes, and when an IRS-compliant qualified appraisal is required.","Non-cash gifts valued over $[THRESHOLD] require a qualified appraisal by an independent appraiser at the donor's expense, completed no earlier than 60 days before the gift date and no later than the due date of the donor's tax return. Publicly traded securities are valued at the mean of the high and low trading prices on the date of transfer.","Acknowledging non-cash gifts at the value the donor claims without requiring independent appraisal — this exposes both the donor and the organization to IRS penalties if the value is later disputed.",{"name":324,"plain_english":325,"sample_language":326,"common_mistake":327},"Gift acknowledgment and receipting","Sets standards for donor acknowledgment letters — timing, required language, quid pro quo disclosure, and the threshold above which written acknowledgment is required.","The Organization will provide written acknowledgment for all gifts of $[AMOUNT] or more within [X] business days of receipt. Acknowledgment letters must include: the date and amount of the gift; a description (but not value) of any non-cash gift; and the statement 'No goods or services were provided in exchange for this contribution' unless a quid pro quo contribution is involved.","Sending acknowledgment letters that omit the 'no goods or services' statement — this disqualifies the donor's deduction for cash gifts of $250 or more under IRC §170(f)(8).",{"name":329,"plain_english":330,"sample_language":331,"common_mistake":332},"Approval authority matrix","Defines who has authority to accept, decline, or negotiate each category of gift — staff, executive director, Gift Review Committee, or full board — and the dollar thresholds that trigger escalation.","Development staff may accept standard gifts up to $[AMOUNT] without further approval. The Executive Director may accept any gift type appearing on the Accepted Gift Types list without committee review. Gifts appearing on the Gifts Requiring Review list require written approval by the Gift Review Committee before acceptance, regardless of value.","Granting the executive director unilateral authority to accept all gifts regardless of type or value — bypasses the fiduciary oversight the policy is designed to provide.",{"name":334,"plain_english":335,"sample_language":336,"common_mistake":337},"Conflict of interest safeguards","Requires disclosure and recusal when a gift involves a board member, staff member, or their related parties, and cross-references the organization's conflict-of-interest policy.","Any board member or staff member with a personal or financial interest in a prospective gift must disclose that interest to the Gift Review Committee and recuse themselves from the evaluation and acceptance decision. This Policy operates in conjunction with the Organization's Conflict of Interest Policy adopted on [DATE].","Treating conflict-of-interest provisions as optional boilerplate — omitting them creates board liability exposure and can jeopardize tax-exempt status if a self-dealing transaction goes undisclosed.",{"name":339,"plain_english":340,"sample_language":341,"common_mistake":342},"Policy review and amendment","States how frequently the policy is reviewed, who initiates updates, and the approval process for amendments.","This Policy shall be reviewed by the board of directors no less than once every [X] years, or sooner upon significant changes in tax law, organizational operations, or gift activity. Amendments require approval by a majority vote of the full board and shall be recorded in the board minutes.","Setting a review interval without assigning responsibility to a specific role — policies with no named owner are routinely ignored until an audit or gift dispute forces a reactive update.",[344,349,354,359,364,369,374,379],{"step":345,"title":346,"description":347,"tip":348},1,"Insert your organization's legal name and tax ID","Replace all [ORGANIZATION NAME] placeholders with your nonprofit's full registered legal name as it appears on your IRS determination letter. Add your EIN in the document header or footer.","Use the exact legal name — not a program name or DBA — so the policy is unambiguously linked to your tax-exempt entity.",{"step":350,"title":351,"description":352,"tip":353},2,"Define your accepted and review-required gift categories","Walk through your organization's actual gift history and anticipated donation types. Mark each type as 'accepted without review,' 'requires committee review,' or 'prohibited.' Adjust the threshold dollar amounts to match your operational capacity.","If your organization has never received real estate or cryptocurrency, it is still best practice to address them explicitly — unanticipated gifts arrive without warning.",{"step":355,"title":356,"description":357,"tip":358},3,"Set your approval authority thresholds","Fill in the dollar amounts and gift categories that trigger each level of approval — development staff, executive director, Gift Review Committee, and full board. Align these thresholds with your existing financial authorization policy.","Threshold amounts that haven't been revisited in more than three years are likely outdated — adjust for inflation and your current gift volume.",{"step":360,"title":361,"description":362,"tip":363},4,"Specify valuation and appraisal rules","For each non-cash gift type in the review-required list, state how it will be valued and whether a qualified appraisal is required. Confirm the IRS dollar thresholds for appraisal requirements are current (check IRS Publication 561 for the latest figures).","State explicitly that appraisal costs are the donor's responsibility — this is the IRS standard and prevents awkward conversations later.",{"step":365,"title":366,"description":367,"tip":368},5,"Draft acknowledgment letter standards","Enter your standard acknowledgment timing target (e.g., within 5 business days), the minimum gift amount requiring written acknowledgment, and the required statutory language for cash gifts over $250.","Pull a sample acknowledgment letter from your current system and verify it matches the language requirements in this section before finalizing the policy.",{"step":370,"title":371,"description":372,"tip":373},6,"Name the Gift Review Committee members by role","Identify the committee by role title rather than individual name so the policy does not require amendment every time personnel changes. A typical committee includes the executive director, CFO or finance manager, and at least one board member.","Specify a quorum requirement (e.g., two of three members) so the committee can act even when one member is unavailable.",{"step":375,"title":376,"description":377,"tip":378},7,"Cross-reference your conflict-of-interest policy","Insert the adoption date of your existing conflict-of-interest policy in the safeguards section. If you do not have one, note that it should be adopted concurrently — many auditors and funders expect both documents to exist together.","Some grant funders require you to attach both policies to grant applications — keeping both current and cross-referenced saves time during due diligence.",{"step":380,"title":381,"description":382,"tip":383},8,"Present to the board for adoption and record the vote","Place the policy on the next board meeting agenda as an action item. The resolution adopting the policy should be recorded in the board minutes, with the adopted date entered in the policy's review-and-amendment section.","Date-stamp the policy header with the board adoption date, not the date the document was drafted — the adoption date is what matters for IRS and audit purposes.",[385,389,393,397],{"mistake":386,"why_it_matters":387,"fix":388},"Accepting restricted gifts without a written gift agreement","Verbal understandings about how a gift must be used become contested years later when programs change or the donor's family follows up. The organization may face legal action or reputational damage if it cannot demonstrate the restriction was honored.","Require a signed gift agreement for any donation with donor-imposed conditions before depositing the funds. Use a standard one-page gift agreement template and keep executed copies indefinitely.",{"mistake":390,"why_it_matters":391,"fix":392},"No explicit list of prohibited gift types","Without a written prohibition, staff have no authority to decline a problematic donation — a contaminated property, an encumbered asset, or a gift from a source that conflicts with the organization's mission. One problematic acceptance can create liability that exceeds the gift's value many times over.","Add a dedicated prohibited gifts section listing at minimum: encumbered real property, environmentally liable assets, conditioned gifts that restrict personnel decisions, and gifts from donors whose activities conflict with the mission.",{"mistake":394,"why_it_matters":395,"fix":396},"Acknowledging non-cash gifts at donor-stated value","Acknowledging a non-cash gift at a value the donor provides — without independent appraisal — can expose both the donor and the organization to IRS penalties if the claimed value is later disputed during an audit.","Require a qualified independent appraisal for all non-cash gifts above the IRS threshold (currently $5,000 for most property). State in the acknowledgment only the description of the property, not its value.",{"mistake":398,"why_it_matters":399,"fix":400},"Letting the policy go unreviewed for more than three years","IRS thresholds for appraisals and acknowledgments change. New gift types such as cryptocurrency and donor-advised funds have emerged. An outdated policy provides false confidence and may not cover situations that arise in practice.","Assign the annual review to a specific role — typically the CFO or development director — and calendar it alongside the Form 990 preparation cycle so it does not get deferred.",[402,405,408,411,414,417,420,423,426],{"question":403,"answer":404},"What is a nonprofit gift acceptance policy?","A nonprofit gift acceptance policy is a board-approved document that defines which types of donations an organization will accept, how each type is evaluated and processed, who has authority to approve non-standard gifts, and how donors are acknowledged. It protects the organization from gifts that carry hidden liabilities, ensures consistent handling of donations, and demonstrates sound governance to funders and auditors.\n",{"question":406,"answer":407},"Is a gift acceptance policy legally required for nonprofits?","No federal law requires a nonprofit to have a gift acceptance policy, but the IRS Form 990 asks whether the organization has one — and answering \"no\" signals a governance gap to potential donors, grantmakers, and watchdog evaluators. Most accreditation bodies, community foundations, and major institutional funders expect one to be in place before awarding grants or making significant contributions.\n",{"question":409,"answer":410},"What gift types should be covered in the policy?","At minimum: cash and checks, wire transfers, publicly traded securities, real estate, closely held business interests, tangible personal property (vehicles, art, equipment), in-kind gifts, life insurance, planned gifts such as bequests and charitable remainder trusts, and cryptocurrency or digital assets. The policy should assign each type to one of three categories: accepted without review, requires committee approval, or prohibited.\n",{"question":412,"answer":413},"Who should approve the gift acceptance policy?","The full board of directors must adopt the policy by a recorded vote, and the adoption date should appear on the document. Day-to-day administration is typically delegated to the executive director or development director, with a Gift Review Committee handling non-standard gifts. Having only staff approve the policy — without board action — undermines its authority and does not satisfy governance best practices.\n",{"question":415,"answer":416},"How does the policy protect donors?","A well-drafted policy ensures donors receive proper written acknowledgments that meet IRS requirements — including the required statutory language for gifts of $250 or more and quid pro quo disclosure when applicable. It also requires qualified appraisals for non-cash gifts, protecting donors from IRS challenges to their deduction claims. Donors increasingly ask to see a gift acceptance policy before making a major contribution to confirm their gift will be stewarded responsibly.\n",{"question":418,"answer":419},"What should happen when a donor wants to place restrictions on a gift?","Any gift with donor-imposed conditions should require a written gift agreement signed by an authorized officer before the organization accepts the funds. The agreement should document the restriction precisely, specify what happens if the restriction becomes impossible to fulfill, and be retained permanently. Verbal restrictions are unenforceable and create disputes — the policy should prohibit accepting restricted gifts without a written agreement.\n",{"question":421,"answer":422},"How often should the gift acceptance policy be reviewed?","A full board review every two to three years is considered best practice, with an interim review triggered by significant changes in tax law, organizational programming, or emerging gift types such as digital assets. Many organizations align the review cycle with Form 990 preparation so the policy and the 990 filing reflect the same current practices.\n",{"question":424,"answer":425},"What is a Gift Review Committee and who should be on it?","A Gift Review Committee is a designated group responsible for evaluating non-standard or complex gift offers before acceptance — typically real estate, closely held stock, cryptocurrency, and planned gifts. Membership should include the executive director, the CFO or finance manager, and at least one board member. Identifying members by role rather than name avoids the need to amend the policy every time personnel changes.\n",{"question":427,"answer":428},"Does the policy need to address cryptocurrency donations?","Yes — and many existing policies do not, which creates an operational gap. The IRS treats cryptocurrency as property rather than cash, requiring qualified appraisal for donations over $5,000 and Form 8283 filing. Most nonprofits that accept digital assets adopt a liquidation-on-receipt rule to eliminate market-value volatility. The policy should address acceptance criteria, the liquidation timeline, and the acknowledgment language for digital asset gifts specifically.\n",[430,434,438,442],{"industry":431,"icon_asset_id":432,"specifics":433},"Higher Education","industry-education","Universities manage planned gifts, real estate donations, and named endowment funds requiring gift agreements with minimum funding thresholds and naming rights provisions.",{"industry":435,"icon_asset_id":436,"specifics":437},"Healthcare and Hospitals","industry-healthtech","Hospital foundations must address gifts of medical equipment and research-restricted funds while ensuring donor acknowledgments comply with HIPAA and IRS rules simultaneously.",{"industry":439,"icon_asset_id":440,"specifics":441},"Arts and Cultural Organizations","industry-creative","Museums and performing-arts nonprofits frequently receive donations of artwork, instruments, and collections requiring IRS-qualified appraisals and deaccessioning policies for items not retained.",{"industry":443,"icon_asset_id":444,"specifics":445},"Community Foundations","industry-professional-services","Community foundations accept donor-advised fund contributions across a wide range of asset types and must maintain policies that address gift acceptance for all component funds under their administration.",[447,451,455,459],{"vs":448,"vs_template_id":449,"summary":450},"Conflict of Interest Policy","D{CONFLICT_OF_INTEREST_POLICY_ID}","A conflict of interest policy governs how board members and staff disclose and manage personal interests that could influence organizational decisions. A gift acceptance policy governs the intake, evaluation, and processing of donated assets. The two documents work together — most gift acceptance policies cross-reference the conflict of interest policy for situations where a gift involves a related party — but they address different governance obligations.",{"vs":452,"vs_template_id":453,"summary":454},"Donation Receipt Template","donation-receipt-letter-D13369","A donation receipt is a transactional document sent to each individual donor to acknowledge a specific gift and satisfy IRS written-acknowledgment requirements. A gift acceptance policy is a governing document that sets the rules for which gifts are accepted and how. The policy drives what language and procedures the receipt must follow; the receipt executes against those standards for each transaction.",{"vs":456,"vs_template_id":457,"summary":458},"Nonprofit Bylaws","nonprofit-corporation-bylaws-D12083","Bylaws establish the organization's fundamental governance structure — board composition, officer duties, and meeting procedures. A gift acceptance policy is a subsidiary policy that the board adopts under its authority established by the bylaws. Bylaws rarely contain gift acceptance detail; that belongs in a dedicated standalone policy that can be updated without amending the bylaws.",{"vs":106,"vs_template_id":460,"summary":461},"fundraising-plan-D13363","A fundraising plan is a strategic document that sets revenue goals, identifies donor segments, and maps the tactics and timeline for soliciting contributions. A gift acceptance policy is a compliance and governance document that determines what happens after a donation is offered. The fundraising plan drives gift volume; the gift acceptance policy governs how those gifts are received and processed.",{"use_template":463,"template_plus_review":467,"custom_drafted":471},{"best_for":464,"cost":465,"time":466},"Small to mid-size nonprofits adopting or refreshing a standard gift acceptance policy","Free","2–4 hours to complete, plus board meeting time for adoption",{"best_for":468,"cost":469,"time":470},"Organizations actively receiving planned gifts, real estate, or digital assets, or preparing for a capital campaign","$300–$800 for a nonprofit attorney or CPA review","1–2 weeks",{"best_for":472,"cost":473,"time":474},"Large foundations, university development offices, or hospitals managing complex multi-asset gift portfolios with endowment provisions","$1,500–$5,000 for custom legal drafting","3–6 weeks",[476,477],"nonprofit-gift-acknowledgment-requirements","planned-giving-basics-for-nonprofits",[479,480,481,482,483,484,485,486,487,488,489,490],"acknowledgement-of-receipt-letter-D13438","fundraising-plan-D12792","bylaws-not-for-profit-corporation-D1004","non-profit-organization-business-plan-D12024","conflict-of-interest-policy-for-board-members-D13933","board-meeting-minutes-D13904","grant-proposal-D12615","volunteer-agreement-D13436","strategic-hr-plan-D12690","deed-of-trust-donation-D986","gift-deed-D13517","annual-report-D12759",{"emit_how_to":492,"emit_defined_term":492},true,{"primary_folder":101,"secondary_folder":152,"document_type":494,"industry":495,"business_stage":496,"tags":497,"confidence":502},"policy","non-profit-organizations","all-stages",[498,494,499,500,501],"nonprofit","fundraising","governance","gift-acceptance",0.95,"\u003Ch2>What is a Nonprofit Gift Acceptance Policy?\u003C/h2>\n\u003Cp>A \u003Cstrong>Nonprofit Gift Acceptance Policy\u003C/strong> is a board-approved governing document that defines which types of charitable donations an organization will accept, how each gift category is evaluated before acceptance, who holds authority to approve or decline non-standard gifts, and how accepted donations are processed, valued, and acknowledged. It covers the full spectrum of gift types — from straightforward cash and credit card donations to complex non-cash contributions such as real estate, closely held business interests, publicly traded securities, planned gifts, and digital assets. By establishing clear rules in advance, the policy protects the organization from gifts that carry hidden liabilities, ensures donors receive IRS-compliant acknowledgments, and demonstrates the governance discipline that major donors and institutional funders expect to see.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Without a written gift acceptance policy, your organization is one unexpected donation away from a serious problem. A well-meaning donor could offer a piece of encumbered real estate, a life insurance policy, or a collection of artwork — and your staff would have no documented authority to evaluate, negotiate, or decline it. Accepting the wrong gift without due diligence can saddle the organization with environmental liability, carrying costs, or IRS appraisal penalties that far exceed the gift's value. The IRS Form 990 asks directly whether your organization has a gift acceptance policy; answering "no" signals a governance gap to every major donor, foundation program officer, and watchdog evaluator who reviews your filing. Beyond compliance, a clear policy speeds up gift processing by eliminating ad hoc decision-making, reduces disputes with donors over how restricted funds are used, and protects board members from personal liability exposure tied to self-dealing or undisclosed conflicts. This template gives you a structured, board-ready policy you can adapt in hours rather than drafting from scratch — so your team can focus on donor relationships, not governance emergencies.\u003C/p>\n",1781185972423]