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Example Gift Policy Manual.pdf


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INDEX
GIFTS
POLICY NO.

TITLE

2201
2202
2203
2204

Gift Date Policy
Gift Receipt Policy
Gift Valuation for Publicly-Traded Securities
Gifts of Securities (liquid)

2205
2206
2207
2208
2209
2210
2211
2212

Gifts of Service
Illiquid Gift Acceptance Policy
Gifts in Kind
Gifts of Currency
Gifts of Insurance Policy and Corresponding Insurance Premium
Payments
Gifts with Benefit
Credit Card Policy
Gifts Return Policy

2213
2214
2215
2216
2217
2218

Grant vs. Gift
Gift Adjustment and Reallocation Policy
Gift via Bank Wire
Creating a New Fund Policy
Donor Advised Funds
Lockbox: Gifts via Lockbox Process

2219
2220
2221
2222

Lockbox: Creating Scannable Pledge Cards
Payroll Deduction Gifts for Penn Employee
Pledge Policies
Pledge Agreements

2223

Pledge Establishment of Reserve Allowances

2224
2225
2227
2228
2229

Pledge Past Due
Pledge Write Off Policy
What is a Gift?
Establishing & Closing Gift Endow & Agency Funds
Gifts from Unknown Donor Policy