A successful gift planning program requires establishing policies and procedures that can help your organization grow a sustainable program while mitigating risk. Following these steps will help you build a program that supports your mission.

Click the link to see how you can create effective gift policies, procedures and administration.

Click on the image above to see an infographic illustrating the five steps for creating effective gift policies, procedures and administration, including:

 

  • Gift Acceptance Policy
  • Gift Acceptance Procedures
  • Gift Administration Procedures
  • Investment Policy Statement
  • Ongoing Review 

 

About BNY Mellon Wealth Management Planned Giving

 

BNY Mellon Wealth Management Planned Giving can help advise you on strategies to manage and grow your planned giving programs. For over 30 years, we have served nonprofit organizations with comprehensive gift management, tailored investment management solutions, and donor and organizational support. We understand the motivations of donors and the complex philanthropic and estate planning approaches used to preserve wealth while giving back to the community. Leveraging these insights and the broad resources of BNY Mellon, our clients benefit from the deep and broad resources of BNY Mellon Wealth Management, a leading wealth manager with more than two centuries of experience serving financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations.

 

 

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The information in this paper is as of October 2022. It is based on sources believed to be reliable, but content accuracy is not guaranteed.

 

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