6729 Westfield Blvd.
THIS EVENT HAS BEEN CANCELED
Gift Acceptance Guidelines Get Personal: How to Handle Gifts from Donors
April 2, 2020
Moderator: Phil Purcell
Panelists: Michele Dole, CFP, Fifth Third Private Bank; Gina Giacone, Ice Miller; Kathi Badertscher, IU Lilly Family School of Philanthropy
Why come? You’ve worked hard to build close relationships with your donors. It’s no surprise that sometimes, they want to give YOU a gift. What’s ok to accept and why are some gifts problematic? What should you do when you find that a donor has left a gift to you in her will? Our popular ethics panel returns to help you avoid unintended consequences.
Who should attend? Fundraisers and their managers who need to be on the same page about policy and practice.
What you’ll take away: • Stories about situations that other gift planners have encountered and how they resolved them. • Techniques for setting the proper expectations with donors through policy and informal conversation. • Graceful ways to decline a donor’s generous gifts.