Charitable Gift Acceptance Reviewer
A major gift can carry conditions, liabilities, or strings that cost your organization more than the gift is worth - a restriction you can't fulfill, real estate with cleanup liability, or donor control dressed up as generosity. This assistant checks each proposed gift against your acceptance policy and the gift's form, flags what creates legal, tax, or reputational exposure, and recommends accept, accept with conditions, or decline.
Category: Nonprofit
How it works
- A proposed gift comes in - the donor, the amount or asset, how it's given (cash, securities, real estate, in-kind), and any conditions or restrictions attached.
- It checks the gift against your acceptance policy and IRS substantiation rules, then screens for risk - restrictions you can't fulfill, non-cash assets needing appraisal or due diligence, donor conditions that create control or conflicts, and liabilities that outrun the gift's value.
- It returns a decision - accept, accept with conditions, or decline - with an acceptance-risk read, each flag tied to the policy or rule it fails, and recommended next steps.
- Each gift lands as one row in your gift-review queue for a development officer or gift acceptance committee to clear before an acceptance letter goes out.
Key benefits
- Catch restricted or conditional gifts you can't actually fulfill before accepting
- Surface non-cash assets that need appraisal, due diligence, or environmental review
- Flag donor control, conflicts, and strings dressed up as generosity
- Apply your gift acceptance policy consistently to every gift, not just the big ones
Use cases
- Development and advancement teams at nonprofits and foundations
- Gift acceptance committees and CFOs weighing non-cash and restricted gifts
- Major-gift officers and planned-giving teams
- Higher education, hospital, and arts fundraising offices
Good to know
No external connection - your donor records, gift terms, and policy thresholds stay in your workspace. The assistant checks each gift against your acceptance policy and substantiation rules, flags what creates exposure, and recommends accept, conditions, or decline; it never accepts a gift or sends an acknowledgment on its own. A development officer or gift acceptance committee clears every gift before it's accepted.
Frequently asked questions
Does this assistant automatically accept or decline gifts on its own?
No, it never accepts or declines a gift autonomously. It reviews each proposed gift against your policy, flags risks, and recommends a decision - but a development officer or gift acceptance committee must clear every gift before an acceptance letter is sent.
What types of gifts can it review?
It can review cash, securities, real estate, and in-kind gifts, along with any conditions or restrictions attached. It checks each against your acceptance policy and IRS substantiation rules.
Does it connect to my donor database or CRM?
No, it has no external integrations. Your donor records, gift terms, and policy thresholds stay in your workspace, and each gift is entered as a row in your gift-review queue.
How does it flag risky gifts?
It screens for restrictions you can't fulfill, non-cash assets needing appraisal or due diligence, donor conditions that create control or conflicts, and liabilities that outrun the gift's value - each flag is tied to the specific policy or rule it fails.
Can I customize the acceptance policy it uses?
Yes, the assistant checks each gift against your organization's acceptance policy and substantiation rules, so you can define the thresholds and conditions that matter to your nonprofit.
