Managing Donated Funds: Donor Intent, Restricted Funds, and Gift Acceptance Policies

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In this presentation:

- Complying With (or Deviating From) Donor Intent: Recent Developments for Nonprofits

- Donor Restrictions on Contributions

- Factors to be Considered in Deciding Whether a Gift or Pledge Subject to Donor Stipulations is Conditional or Restricted

- Gift Acceptance Policies

– Gift Acceptance Policies

– Internal Governance Issues

– Specific Types of Gifted Property

- Excerpt from: Complying With (or Deviating From) Donor Intent: Recent Developments for Nonprofits:

- Common Gift Restrictions:

-Restricted purpose of gift

-Investment restrictions

-Holding period: Ability to sell or transfer gift

-Endowment : Invasion of principal

-Naming

Please see full presentation below for more information.

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