159: Gift Acceptance Policies Part 2: The Gift Spectrum

Welcome to EO Radio Show – Your Nonprofit Legal Resource.  I'm Cynthia Rowland, and episode 159 is the second of three episodes focusing on gift acceptance policies for public charities. In this episode, I'll talk about a spectrum of gifts and the diligence that applies to each. I'll have a little deeper dive into certain kinds of gifts and some planned giving vehicles. In the first episode in the series, episode 158, I provided an introduction to why gift acceptance policies matter, what they are, the governing principles, and who makes decisions at each step of the gift intake process. In the next episode, part three, I'll cover IRS compliance requirements, donor recognition, and the implementation of gifts subject to significant restrictions. Show Notes: Publication 526 (2025), Charitable Contributions | Internal Revenue Service EO Radio Show #157: A Case Study on Charitable Deduction Acknowledgment Requirements EO Radio Show #158: Gift Acceptance Policies Part 1: What, Why, and Who EO Radio Show Nonprofit Governance playlist If you have suggestions for topics you would like us to discuss, please email us at [email protected]. Additional episodes are available at EORadioShowByFarella.com.  DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.