From Basics to Bumps: Navigating Gift Fundamentals & Complex Donations
2:00 PM - 3:00 PM CT
Speaker(s): Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering Foundation, North Carolina State University
Elective Session
Understanding charitable gift fundamentals is essential for anyone working in advancement, but what happens when a gift doesn’t fit neatly into standard processes? In this session, we’ll cover the essentials of gift processing, while also diving into those tricky, “sticky” gifts that come with unique challenges. From donor restrictions and complex assets to IRS compliance and internal policy considerations, we’ll explore best practices for navigating and resolving gift-related dilemmas. Whether you’re new to gift processing or looking for a refresher on managing complications, this session will provide practical insights to ensure every gift is handled with confidence and integrity.