Webinar Recording

Planned Giving Policies with Integrity

Crafting, updating, and honoring gift acceptance policies for planned gifts.

It may seem counter-intuitive, but gift acceptance policies are foundational for launching any successful planned giving program — not just having those policies, but honoring them.

While gift acceptance policies generally are important, in our time together, we will focus on planned giving-specific policies (though much of it is transferable). With strong policies, you can avoid awkward questions from estate administrators, donors, and board members. Avoid the confusion and uncertainty every time a gift comes in by having a solid plan you follow with integrity — no need to “recreate the wheel” with every gift.

In this complimentary, one-hour webinar, you will learn:

• why planned giving specific gift acceptance policies are important,

• the simple starter gift acceptance policy we recommend,

• the three drivers for updating the policy over time, and

• why integrity in honoring these policies is vital.