Sample Gift Acceptance Policy
Having a policy on what criteria to use when accepting a gift and how to deal with restrictions can avoid problems in the future. You may also download a sample in MS Word | Tambie
Planned Giving, Legacy Societies, & Endowments – The Basics
Topics Covered: How to start a new legacy society in your congregation Review of resources, books, and pamphlets church planned giving programs Detailed review of planned giving ve
CARES & SECURE Act Implications on 2020 Taxes and Giving
Topics Covered: Learn how the CARES and SECURE Act change your taxable income for 2020 Discuss some best practices for making gifts from retirement accounts General Planned Giving
