Gift acceptance policy template
- Acceptance clauses the policy needs
- 18
- Of those, clauses that must require review
- 9
- Gift kinds the policy can let staff accept unreviewed
- 3
- Share of gift kinds that must be reviewed, percent
- $62.50
Every figure on this site comes from the policies you write and the method shown beside each figure: your categories of record, your labels, your headcount. Where a page states a fact about a form or a framework it names the document it came from, and those are the NIST and IRS documents cited on the page. Nothing here is legal advice.
18. These are worked figures on a sample organisation, not yours: change every one of them.
Download the Gift acceptance policy template worked example (CSV)
A gift acceptance policy exists for the gifts you should decline. Cash needs no policy. What needs one is land with a possible environmental problem, a cryptocurrency you cannot value, a vehicle nobody can sell, or a gift with conditions the organisation cannot meet. This builder turns your own list of gift kinds into the clauses the policy needs, separates the ones staff may accept without review from the ones that must go to the committee, and sets the two thresholds every such policy needs. Change every figure: the defaults are a worked example, not your organisation.
About the Gift acceptance policy template
Why does the IRS care whether we have one?
Schedule M of Form 990 asks it directly at line 31: whether the organization has a gift acceptance policy that requires the review of any nonstandard contributions. It is a yes or no on a public return, which makes this one of the few policies whose absence is visible from outside.
What counts as nonstandard?
Anything not readily convertible to cash and anything carrying an obligation: real property, closely held stock, cryptocurrency, art, vehicles, and gifts with conditions attached.
Why two thresholds?
One decides when an appraisal is needed and one decides when the board rather than the committee takes it. Setting both in advance is what stops each difficult gift becoming a fresh argument.
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Keep the version, and the signature against it
Keep each policy against its version number, send it to the people it binds, and keep the record of who agreed to which version and when.
- Download the policy as a file you can edit, circulate and keep.
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- Your organisation's name and logo on the policy instead of ours.
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- Send the issued policy to the people it binds, from inside the workspace.
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