Gift Agreements & Compliance: Perspectives from Advancement Services and Frontline Fundraising
10:00 AM - 11:00 AM CT
Speaker(s): Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign, Heidi Hanson McCrory, Vice President for Development, Furman University
Elective Session
What's a Gift Agreement? Why are they necessary? We'll cover the critical importance of a properly written Gift Agreement, what it should and should not include and how it benefits both your institution and the donor. The session will include stories 'from the road' about how fundraisers navigate conversations with prospects, ensuring that we facilitate the philanthropic impact they want to make while staying compliant as an organization.