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G3 Gift Acceptance Guidelines Package: $1,550.00

G3 Gift Acceptance Guidelines Package:

  • Gift Acceptance Guidelines
  • Exhibit A to the Gift Acceptance Guidelines
    - Internal Process for Gift Acceptance
  • Checklist #1 - Publicly Traded Securities
  • Checklist #2 - Life Insurance
  • Checklist #3 - Real Estate - Part 1 (General)
    and Part 2 (Environmental)
  • Checklist #4 - Business Interests
  • Checklist #5 - Tangible Personal Property

G3 Gift Acceptance Guidelines Package also includes:

(i) an educational video relating to the Guidelines, Exhibit A, & the Checklists,
(ii) a video which discusses (A) the role of nonprofit fiduciaries, (B) the legal duties of a nonprofit fiduciary, (C) methods to limit the liability of the nonprofit's fiduciaries, and (D) the importance of a Mission Statement,
(iii) a series of powerpoint slides for 3 consecutive Board meetings to foster understanding and approval by the Board for the entire package, and
(iv) Board resolutions approving the Guidelines.

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