Samples, Research & Tools
Gift Acceptance Policies

The Library maintains this collection of gift acceptance policies for all members. Policies are arranged by institution type, then alphabetically by institution name. CASE staff have used their best efforts in developing this collection and make no representations or warranties with respect to its content.

Each sample represents how one institution set policies about gifts it will accept. Given the variety of gift types and the complexity of charitable gift laws, members are encouraged to seek legal or other expert counsel when developing gift acceptance policies.

Specific language in each policy was not reviewed in relation to standards for counting and reporting gifts in CASE and Council for Aid to Education surveys.

To locate a specific type of gift within a policy, such as gifts-in-kind or real property, use your browser's find command (Control+F on a PC; Command+F on a Mac) when you open a document.

Independent Schools / Primary or Secondary Schools
2-year / Community Colleges
4-year / Baccalaureate Colleges or Universities


Contribute to the Sample Collections

The Library welcomes documents and other material from your institution. If you would like to contribute samples, see the Library's sample submission guidelines or contact us at library@case.org.

These documents are generously contributed by advancement professionals around the world in the spirit of peer-to-peer exchange. Others are publicly available on institutional websites.

Gift Acceptance Policies

The Library has compiled a collection of resources about gift acceptance policies.

View resources

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