Gift Acknowledgement Policy & Procedures

Tracy Davis

I have been tasked with writing a Gift Acknowledgement Policy & Procedures for my organization. I am looking for any of the following elements:

• Identify the systems for acknowledging all gifts.
• Who will initiate the acknowledgement? Open the mail, run online reports, etc.
• Create a process that includes how the gifts are entered (direct or manual) into CRM, type of acknowledgement (receipt and personal thank you), how gifts are communicated to the board, public acknowledgement, and how to handle confidential gifts.
• Include dollar thresholds (designate the type of acknowledgement for different levels of giving).
• Designate a timeframe for when gifts are acknowledged.
• Separate gift receipt acknowledgement from personal thank you note.
• Retention policy for gift receipts, check copies, online gift transactions, and thank you communications.

Does anyone have an existing policy that they may be willing to share? Thanks in advance for your insight and help!

Tracy

Angela Rockwell

Hi Tracy,


I've pulled together a few resources on gift acknowledgement policies and procedures and linked them below. Hope this is helpful!

Sample Gift/Donor Acknowledgement Policies

• SCNM and SCNM Sage Foundation
• The Mediation Center

Best Practices in Gift Acknowledgement

• National Council of Nonprofits
• AASP and ADRP (with sample "thank you" letters)

Tracy Davis

Thank you Angela! I really appreciate you assistance!