Complex or high-risk assets can be difficult to navigate. The key is to success is having a clear, cohesive gift acceptance policy. These resources can help. Continue reading Is Your Gift Acceptance Policy in Tip-Top Shape?
The goal? Develop fundamental best practices for creating sustainable, well-constructed gift planning efforts at any organization, regardless of size, scope or history. The output? Sixteen standards, a checklist of best practices, plus tools and links that put the practices into action. Continue reading What Great Gift Planning Programs Have in Common: Meet the National Standards
According to the National Association of Charitable Gift Planners (CGP), 43% of nonprofit organizations experienced difficulty collecting beneficiary proceeds from one or more IRA administrators. Here’s a helpful solution. Continue reading Collect Those IRA Proceeds! A Nonprofit’s Guide to a Common Problem