Practical Tips for Gift Acceptance Policies and Gifts of Unusual Assets

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This presentation will explain the benefits of a well-drafted Gift Acceptance policy and provisions that should (or should not) be included.  The presentation also will cover considerations related to “unusual” assets, such as closely-held business interests, real estate, intellectual property, and cryptocurrency.

Major Topics:

• The purpose of a Gift Acceptance Policy
• Key provisions in a Gift Acceptance Policy
• Issues to consider in connection with gifts of various types of assets.

Learning Objectives:

•   Identifying the provisions that should   be included in an I.R.C. 501(c)(3) client's Gift Acceptance Policy
• Advising donors or donees in connection with in-kind charitable contributions

Skill Level: Basic

Field of Study: Finance

CPE Hours: 1.5