Not all gifts fit neatly into standard processing workflows. Complex, conditional, or unusual gifts can introduce compliance, technical, and communication challenges that require careful navigation and sound judgment.
This session will focus on how to effectively manage these “sticky” gifts by unpacking the nuances that often make them challenging to process. Attendees will explore technical and compliance considerations, learn how to identify appropriate resources and decision frameworks, and gain clarity on when and how to escalate issues. The session will also address strategies for communicating across teams and building shared understanding within organizations to reduce risk, improve consistency, and support smoother gift processing outcomes.
Participants will leave with practical guidance on what to do, how to do it, and how to strengthen organizational knowledge to manage these sticky gifts better.