Embracing a Succinct Gift Acceptance Policy

Date/Time
Date(s) - January 19, 2023
2:00 pm - 3:00 pm

Fee: FREE for Council Members & Sponsors; $40 for Non-Members
Register at: mailto:[email protected]?subject=NH%26VT%20CGP%20Event%20Registration&body=I%20would%20like%20to%20register%20for%20the%20upcoming%20webinar%20%22Embracing%20a%20Succinct%20Gift%20Acceptance%20Policy.%E2%80%9D%20I%20%5Bam%2Fam%20not%5D%20registering%20through%20my%20own%20individual%20or%20my%20organization%E2%80%99s%20membership.%20%0A(If%20applicable)%20My%20individual%20or%20organizational%20membership%20is%20under%20the%20following%20name%3A%20%20__________%20%0A

Common Good VT is pleased to share this upcoming event from NH & VT Council of Charitable Gift Planners. Please email [email protected] with questions about the event.

Sure, a set of gift acceptance policies can be long and complex, but it really doesn’t need to be – and probably shouldn’t be. While having sound policies is certainly a best practice, they ultimately need to address just three basics: the asset to be given, the proposed gift structure, and consistency of the gift with the organization’s mission. Pretty much everything else is either unnecessary or counterproductive. This session will focus on ways to keep policies lean yet effective.

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Meet the Presenter

Bill Zook is the principal of Evergreen Planned Giving, LLC, which was formed in 2016. Now in his third decade as a planned giving consultant, he has served hundreds of clients throughout the U.S. Bill worked initially with Planned Giving Services, Inc., and its founder, Frank Minton, beginning in 1996 and then with planned giving software and services company PG Calc Incorporated from 2005 to 2015.

A former president of the Washington Planned Giving Council, Bill is also a member of the National Association of Charitable Gift Planners (as well as its Leadership Institute), the American Council on Gift Annuities, the Seattle Estate Planning Council, the East King County Estate Planning Council and the Washington State Bar Association. Prior to becoming a consultant, Bill practiced estate planning law and spent the better part of a decade in the field of alternative dispute resolution entailing arbitration, mediation, and conciliation of customer-business disputes; arbitration of labor-management disputes; and teaching a community college course for paralegals. As a volunteer, he has been serving numerous organizations and causes since the early 1970s.