Policies

Section Eight Development Handbook

INDEX

B. Gift Acceptance Policy

1.    Purpose
2.    General Gift Acceptance
        Policy
3.    Gift Acceptance Guidelines
4.    Outright Gifts
  1. Cash
  2. Marketable Securities
  3. Closely Held Securities
  4. Personal Property
  5. Gifts-In-Kind
  6. Real Property
  7. Realized Bequest
  8. Charitable Lead Trust
  9. Life Insurance
  5.    Planned Gifts
  1. Charitable Remainder Trust
  2. Charitable Gift Annuities
  3. Retained Life Estate
  4. Bequests
  5. Life Insurance
6.    Gift Pledges
7.    Special Circumstances
8.    Appendix A - Donated Securities
9.    Appendix B - General Real Estate Policy
        and Procedures
C. Gift Revenue Procedures
  1. Gift Certificates
  2. Gift Transmittal
  3. Gift/Pledge Records Form (Orange Form)
  4. Gifts-in-Kind Form
  5. Gifts of Automobiles, Boats, and Airplanes
  6. Gifts of Real Property

D. Expenditure Policies

     1. Airfare
     2. Alcohol
     3. Awards
     4. Business Cards, Name Tags, and Name Plates
     5. Cellular Phones
     6. Clothing
     7. Club Memberships
     8. Coffee Break and Refreshment Supplies
     9. Credit Cards
    10. Donations
    11. Entertainment
    12. Flowers, Invitations and Greeting Cards
    13. Gift Certificates
    14. Gifts to Donors or Prospective Donors
    15. Gifts to Employees
    16. Honorariums to Speakers or Volunteers
    17. Loans
    18. Office Supplies
    19. Political Contributions
    20. Processing Invoices
    21. Professional Services Contracts
    22. Relocation Costs
    23. Spouse Travel/Entertainment Expenses
    24. Staff Meals
    25. Tax
    26. Transportation for Groups
    27. Travel
    28. UPS and FedEx Procedures
    29. Vehicles
    30. Non-Reimbursable Expenses by the Foundation

E. Budgets

F. Reports

G. Training

H. Year End Giving

Last Updated: June 25, 2012