Nonprofit Resources

print

Webcast for Nonprofits: Developing Gift Acceptance Policies for Charitable Planned Gifts

print
Your organization may choose to accept a variety of planned gifts. Whether this includes life insurance policies, charitable gift annuities, charitable remainder trusts, charitable lead trusts, contributions to a pooled income fund, or retained life estate gifts, creating sound policies can facilitate the development, implementation, and administration of such gifts.

Attendees can earn up to one hour of Continuing Professional Education (CPE) credit. [CPE: Specialized Knowledge] 

Learning Objectives:

  • Explain the value of a gift acceptance policy
  • List the recommended content of a gift acceptance policy
  • Tailor a gift acceptance policy to the type of gifts accepted

Developing Gift Acceptance Policies for Charitable Planned Gifts
Thursday, September 27
1 p.m. EDT
Instructor: Ted Batson

Free Registration >

Leave a Comment