Gift Management and Fundraising

We put you on solid ground by helping ensure your fundraising and gift programs are well designed and legally compliant.

• Uniform Prudent Management of Institutional Funds Act (UPMIFA)
• Endowments and restricted gifts
• Gift acceptance policies and procedures
• Gift and grant agreements
• Gift substantiation and acknowledgment, including quid pro quo contributions
• Fundraising procedures and regulation of charitable solicitations
• Donor-advised funds, agency endowment funds, federated funds, and designated funds
• Gifts of stock, real estate, art, intellectual property, vehicles, and other property
• Corporate sponsorships and license agreements