Legal Webinar: Charitable Giving (2025)

Type: Webinar Recordings
Price: $100.00
 

Description

Do your fundraising practices strengthen your relationships with your donors and also keep you compliant with the law? Building strong donor relationships and growing a strong organization requires more than securing a gift. It requires thoughtful stewardship, clear communication and strict compliance with legal and ethical rules.

This webinar recording covers charitable giving from soliciting the gift, through disposing of gift property, and handling an endowment in perpetuity.

Nonprofit attorney Don Kramer, joined by seasoned fundraising consultant Perry Monastero, discuss the following questions and more:

  • How do we tell a prospective donor we don’t really want his world-class collection of beer bottle caps?
  • What should be included in an effective gift acceptance policy?
  • When do you need a specific gift agreement, and what should be included?
  • What do you do about naming rights when the donor turns out to be a criminal? Or the building needs a total rehab?
  • What happens when a gift to support the chess team is useless because you dissolved the chess team?
  • How should you acknowledge gifts and recognize donors?
  • How do you get rid of stuff that has outlived its usefulness?
  • Who has a right to enforce a gift agreement?
  • How much can you withdraw from your endowment each year?
  • Should your organization handle gift annuities or charitable trusts?
  • How do you keep a donor engaged between gifts?

Once you have purchased this webinar, you will be emailed the link and password to access the video, along with a link to download any supporting materials (e.g., copy of the PowerPoint, handouts, etc.). This email will be sent to the address that you list when you check out. If you have any questions, please contact PANO’s Assistant Director, Christina Spadaro, at christina@pano.org or 717-839-6560.

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