This Gift Acceptance Policy is intended to guide Trail Conference staff and volunteers when discussing current and deferred gifts with individual donors, their advisors, and organizations, and to provide guidelines for acceptance or non-acceptance of proposed gifts.
Type:
Latest significant change:
Tuesday, December 7, 2021
Approved by Board
Revision:
12/07/2021
Document:
Document retention:
Permanently
Document types:
Committee:
Board of Directors
This version approved by the Board on 12/7/2021 adds a section on allocation of bequests approved by the Board on July 27, 2021 along with minor edits including replacing Development Director by advancement staff.