Sharpe Blog

Archive for July, 2019

Posted July 18th, 2019

Three Key Gift Acceptance Policy Provisions

The purpose of a gift acceptance policy is to keep a charity, especially its president and its development officers, out of trouble in dealing with donors. Three problem areas that are major problem areas for charities but which are seldom addressed in gift acceptance polices are [1] appraisals, [2] gift receipts, and [3] pledges. Let’s… read more

Posted July 2nd, 2019

What is an IRA? Part IV

How do charities named as IRA beneficiaries deal with the problem of getting their beneficiary distributions from the IRA custodians? Charities deal with this problem in different ways. Some deep-pocket charities devote personnel to filling out the paperwork and are willing (meaning individuals who are employed by the charity are willing) to provide SSNs, home… read more

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