Gift Acceptance Guidelines Get Personal: How to Handle Gifts from Donors
October 1, 2020
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.
Moderator: Phil Purcell, JD, CFRE, Salvation Army Central Territory
Panelists:
Ed Sandifer, Indianapolis Zoo
Gina Giacone, Ice Miller
Kathi Badertscher, IU LIlly Family School of Philanthropy
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.