Module #4: Non-Cash Asset Donation & Gift Acceptance Policy

Overview:

Explore the intricacies of accepting and managing non-cash asset donations with our insightful presentation, “Non-Cash Asset Donation & Gift Acceptance Policy.” Designed for nonprofits, this guide covers everything you need to know about handling complex assets while ensuring compliance with gift acceptance policies.

Key Features:

Understanding Non-Cash Asset Donations: Learn how to manage donations that go beyond simple cash gifts. From retirement plans and real estate to cryptocurrency and privately-held securities, this presentation provides a comprehensive look at the variety of non-cash assets donors may offer.

Retirement Plans and Qualified Charitable Distributions (QCDs): Discover the potential of QCDs from IRAs, including the latest IRS rules that allow donors aged 70½ or older to make tax-free distributions up to $105,000 directly to nonprofits.

Real Estate Donations: Navigate the complex process of accepting real estate gifts, including outright donations, retained life estates, bargain sales, and conservation easements. Ensure that your organization understands the criteria for accepting real estate, including marketability, carrying costs, and environmental reviews.

Securities and Stock Donations: Uncover the nuances of accepting both publicly traded and closely held securities. Learn how to handle long-term appreciated stock and avoid capital gains taxes for your donors, while ensuring proper transfer protocols.

Life Insurance and Tangible Personal Property: Understand how to leverage life insurance policies and tangible property like art, jewelry, and vehicles as valuable donation options for your organization. Learn about the rules and criteria for accepting these assets, including related use, marketability, and tax implications.

Gift Acceptance Policy and Protocols: Ensure your organization is equipped with a solid gift acceptance policy. From legal counsel requirements to specific questions for evaluating donations, this section provides a step-by-step guide to establishing best practices for accepting non-cash assets.

Target Audience:

This presentation is ideal for nonprofit leaders, development officers, and financial advisors looking to expand their knowledge on accepting and managing non-cash donations, ensuring that they align with organizational missions and legal standards.

Outcome:

By the end of this presentation, you’ll have a detailed understanding of how to accept, evaluate, and process non-cash gifts, while adhering to a comprehensive gift acceptance policy that protects both the donor and the organization. Strengthen your organization's capacity to handle complex donations with our expertly crafted guide!

Transform your gift acceptance process with the “Non-Cash Asset Donation & Gift Acceptance Policy” presentation!