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Home > Gift Acceptance Policy



I. Introduction
II. Policy Amendment and Review
III. Donor Relations Committee
IV. Foundation Acceptance of Gifts
V. Gift Definition
VI. Restricted Gifts
VII. Gift Acceptance Conditions
VIII. Fees
IX. Appraisals
X. Legal Counsel
XI. Gift Acknowledgement
XII. Types of Acceptable Gifts
A.   Outright Gift
1.   Cash and Checks
2.   Publicly-Traded Securities
3.   Closely Held Securities
4.   Restricted Securities
5.   Mutual Fund Shares
6.   Gifts of Real Property
7.   Gifts of Real Property with Retained Life Estates
or Other Restrictions or Limitations.
8.   Tangible Personal Property
9.   Bargain Sale.
10  Other Personal Property
B.   Deferred Gifts
1.   Bequests
2.   Charitable Remainder Trusts
3.   Charitable Lead Trusts
4.   Designating the Foundation as Beneficiary
5.   Life Insurance Policies
XIII.   Policy Effective Date





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