Donor-advised fund gifts, matching gifts, and other third-party contributions often raise deceptively simple questions. Whose money is it? How can it be applied? And why does it sometimes feel more complicated than it should be?
This session will unpack the unique rules, expectations, and gray areas that come with managing third-party gifts. Participants will walk through real-world scenarios, including common requests around pledge application, and explore the legal, ethical, and operational frameworks that guide appropriate decision-making. The session will help gift processing professionals build confidence in managing these gifts accurately and efficiently, while communicating clearly and consistently with donors, fundraisers, and internal partners.