A collection of insurance gift acceptance policies, which offer guidelines and procedures for accepting life insurance policies as charitable gifts. These policies help ensure that such gifts are legally compliant, financially viable and aligned with the foundation’s mission.
In response to recent federal actions that pose a threat to the philanthropic sector, we have created this resource page to keep you informed. Our goal is to provide clarity, eliminate misinformation and offer guidance on how to protect the vital role each of us plays in fostering a just and vibrant Ohio through impactful philanthropy.
This guidance document from the United Philanthropy Forum provides a framework to help your organization assess and mitigate potential risks amid increased federal scrutiny of philanthropic organizations. It outlines what remains legal and protected, compliance protocols, communications strategies, legal preparedness and more.
This resource offers a selection of fundamental administrative materials and sample policy documents commonly used by community foundations. It includes examples of core operational policies such as Gift Acceptance, Grantmaking, Donor Advised Fund and Scholarship Policies. Additionally, it offers templates and references for important administrative documents, including Fund Agreements and Gift Acknowledgments.
