Pittsburgh Planned Giving Council
Learn. Lead. Serve.

Gatekeeper or Guide? Adapting your Gift Acceptance Policy for today's philanthropic landscape.

  • November 10, 2026
  • 11:30 AM - 1:00 PM
  • Rivers Club
  • 92

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  • Registration after the cutoff. Allowed to attend, but cannot guarantee a meal.

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Gatekeeper or Guide? Adapting your Gift Acceptance Policy for today's philanthropic landscape.

Presenters: Daniel Juliussen, Heather O'Donnell & Joseph P. Smith of KeyBank

A good Gift Acceptance Policy shouldn't just protect your organization. It should help donors fulfill their charitable intent. Many nonprofit professionals rarely consult their organization's Gift Acceptance Policy because it is overly long, filled with legal jargon, out of date, or written primarily to identify reasons to decline gifts. Yet a well-designed Gift Acceptance Policy should do more than manage risk. It should help you confidently navigate complex gifts, streamline decision-making, and create pathways for donor generosity. In this highly practical session, participants will learn how to distinguish essential policy provisions from unnecessary complexity and explore ways to transform their GAP into a fundraising asset rather than an administrative obstacle.

BRING YOUR GIFT ACCEPTANCE POLICY WITH YOU

Pittsburgh Planned Giving Council
PO Box 14852
Pittsburgh, PA 15234

office@ppgc.net     *     412-206-1447

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