Gift Acceptance Committee Review Form

Documents committee review of unusual, restricted, or noncash gifts against the organization's gift acceptance policy for approval or decline.

Review Notice and Submission Purpose

• Purpose of this review
• Submitted by
• Submitted by role
• Submission date

Gift Details

• Gift type
• Gift description
  Describe the gift in enough detail for policy review without collecting unnecessary PII.
• Estimated value
• Valuation basis
• Date offered
• Is this gift restricted by donor terms?

Donor or Source Information

• Source type
• Source name
  Provide the donor or source name only if needed for policy review.
• Source contact email
  Optional. Use only if follow-up is needed.
• Relationship to organization
• Should the source remain anonymous in internal records?
  Use when the organization should limit internal visibility of source identity to the minimum necessary.

Policy Review and Risk Assessment

• Gift acceptance policy reference
• Does this gift require a policy exception?
• Reason for policy exception
• Risk factors identified
• Additional risk notes
• Required due diligence completed?

Committee Decision

• Committee decision
• Decision date
• Decision summary
  Summarize the rationale for the decision and any conditions, approvals, or follow-up actions.
• Conditions of acceptance
• Committee chair signature

Follow-up and Audit Trail

• Follow-up owner
• Follow-up due date
• Supporting documents
  Upload only documents needed for the audit trail, such as appraisal summaries, policy excerpts, or correspondence.
• Internal notes
  Use for internal-only comments that support the audit trail.