Hello Christine. I'd suggest that you look at the model standards on the PPP website Guidelines for Reporting and Counting Charitable Gifts
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| Guidelines for Reporting and Counting Charitable Gifts |
| To read an Executive Summary of the revised Guidelines for Reporting and Counting Charitable Planned Gifts, click here. To read the full text, click here. |
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and/or the standards from CASE if you've got a colleague nearby in higher education. We encourage our clients to work with the finance or development committee to customize the standards for their institution's needs. That way, board members understand and "own" the policy. Also, if you are a collecting institution, take special care about your policy for accepting items that will (or won't) be accessioned into the collection, as the "related use" may affect the donor's tax consequences.
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Laura MacDonald
President
Benefactor Group, LLC
Columbus OH
Original Message:
Sent: 05-23-2016 09:22 AM
From: Christine Kohls
Subject: Gift acceptance policy
Hello,
We are reviewing and updating our gift acceptance policy. Would you be willing to share yours as an example? Thank you very much!
Best regards,
Christine Kohls
Director of Development
The Cleveland Museum of Natural History
1 Wade Oval Drive
Cleveland, OH 44106
216.231.4600 x. 3228
ckohls@cmnh.org
