Nonprofit Gift Acceptance Policy and Unusual Gift Review
Not every gift is appropriate to accept. Some non-cash gifts create costs that exceed their value; others carry reputational risks or problematic restrictions. This checklist supports gift acceptance committee decisions and ensures gift acceptance policies are current.
- Industry: Nonprofit
- Frequency: Per Unusual Gift Review; Policy Review Annually
- Estimated Time: 1-2 hours per unusual gift; 2 hours for annual policy review
- Role: Development Director / Gift Acceptance Committee
- Total Items: 27
Gift Acceptance Policy Review
Review gift acceptance policy currency.
- Written gift acceptance policy adopted by board?
- Policy reviewed and updated within last 3 years?
- Policy lists gift types that will not be accepted?
- Gift acceptance committee or authority structure defined in policy?
- Process for reviewing unusual gifts defined in policy?
Real Estate Gift Assessment
Assess real estate gift suitability.
- Phase I environmental assessment completed for any real estate gift?
- Qualified appraisal of real estate obtained within 60 days before gift?
- Carrying costs (taxes, insurance, maintenance) assessed against expected proceeds?
- Title search confirming clear title (no liens, encumbrances)?
- Marketability and expected time to liquidation assessed?
Securities and Investment Gift Assessment
Assess securities gifts.
- Publicly traded securities to be sold promptly per policy?
- Restricted stock or closely held securities reviewed for marketability?
- Limited partnership interests reviewed for UBTI and administrative burden?
- Any donor instruction to retain securities reviewed for investment policy alignment?
Planned Gift Assessment
Assess planned gifts.
- Bequest designations reviewed for restrictions and conditions?
- Charitable gift annuity state registration requirements met?
- Charitable remainder trust terms reviewed for IRS compliance?
- Any trustee obligations from planned gift understood before acceptance?
Donor Restrictions Assessment
Assess donor restrictions.
- All donor-imposed restrictions achievable within current programs?
- All restrictions documented in written gift agreement signed by both parties?
- Any restrictions reviewed for potential future burden or impossibility?
- Any naming conditions reviewed for organizational acceptability?
Reputational Risk Assessment
Assess reputational risk.
- Source of gift funds reviewed for reputational or legal concerns?
- Donor background reviewed for associations inconsistent with organizational values?
- Any donor expectations of programmatic influence identified and assessed?
- IRS Form 8282 filing obligation understood if donated property sold within 3 years?
- Gift acceptance committee decision documented in meeting minutes?
Related Nonprofit Checklists
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- Nonprofit Annual Fund Performance Analysis
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Related Donor Relations Checklists
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Why Use This Nonprofit Gift Acceptance Policy and Unusual Gift Review?
This nonprofit gift acceptance policy and unusual gift review helps nonprofit teams maintain compliance and operational excellence. Designed for development director / gift acceptance committee professionals, this checklist covers 27 critical inspection points across 6 sections. Recommended frequency: per unusual gift review; policy review annually.
Frequently Asked Questions
What is a Nonprofit Gift Acceptance Policy and Unusual Gift Review?
A Nonprofit Gift Acceptance Policy and Unusual Gift Review is a standardized inspection form used by development director / gift acceptance committee to ensure consistent nonprofit operations. It contains 35 inspection points organized into 6 sections. FREE nonprofit gift acceptance checklist PDF. Gift acceptance policy review and unusual gift evaluation covering non-cash gift types, planned giving acceptance criteria, gift valuation, donor restrictions review, reputational risk assessment, and IRS Form 8282 disposition reporting for nonprofit gift acceptance committees. Download FREE template now.
How often should I use this nonprofit checklist?
This checklist is designed to be completed per unusual gift review; policy review annually. Regular use ensures compliance with industry standards and helps identify issues before they become problems.
Can I download this Nonprofit Gift Acceptance Policy and Unusual Gift Review as a PDF?
Yes, you can download this checklist as a FREE PDF for printing or offline use. The checklist includes 35 fields across 6 sections and typically takes 1-2 hours per unusual gift; 2 hours for annual policy review to complete.
What compliance standards does this checklist cover?
This checklist follows industry best practices for nonprofit operations to help maintain quality and safety standards.
How do I complete this nonprofit inspection checklist?
Begin by completing the header fields for Organization Name, Review Date, Gift Acceptance Committee Chair, and Type of Gift Being Reviewed. Work through each of the 6 sections, marking items Yes or No as applicable. Finally, complete the footer fields and add your signature. The entire process takes approximately 1 to 2 hours per unusual gift; 2 hours for annual policy review.
What are the key sections in this nonprofit checklist?
This nonprofit checklist is organized into 6 key sections: Gift Acceptance Policy Review, Real Estate Gift Assessment, Securities and Investment Gift Assessment, Planned Gift Assessment, Donor Restrictions Assessment, Reputational Risk Assessment. Each section contains specific inspection points that development director / gift acceptance committee must verify. The structured layout ensures nothing is missed during nonprofit inspections and makes the process efficient, typically taking 1-2 hours per unusual gift; 2 hours for annual policy review to complete.
Who should use this Nonprofit Gift Acceptance Policy and Unusual Gift Review?
This checklist is primarily designed for development director / gift acceptance committee working in nonprofit operations. However, it is also valuable for quality assurance teams, safety officers, compliance managers, and supervisors who need to verify that nonprofit standards are being met. Organizations of all sizes can benefit from using this Nonprofit Gift Acceptance Policy and Unusual Gift Review to maintain consistency and accountability.