Policy

Gift Acceptance Policy

This Gift Acceptance Policy is intended to guide Trail Conference staff and volunteers when discussing current and deferred gifts with individual donors, their advisors, and organizations, and to provide guidelines for acceptance or non-acceptance of proposed gifts.

Status: 
Approved by Board
Status comment: 

This version approved by the Board on 12/7/2021 adds a section on allocation of bequests approved by the Board on July 27, 2021 along with minor edits including replacing Development Director by advancement staff.

Committee: 
Board of Directors
Latest significant change: 
12/07/2021
Revision: 
12/07/2021
Type: 
Policy
Document retention: 
Permanently
Document types: 

Conflict of Interest Policy

The Conflict of Interest policy applies to Board members, key staff and key volunteers approved as Board committee members. 

 

Status: 
Approved by Board
Status comment: 

2018 Review

The Governance Committee and Board legal counsel reviewed the policy and determined that the version approved by the Board on 12/07/2014 remains valid. However the form used to establish the annual conflict of interest statements required revisions to reflect the scope of the policy. The Governance Committee developed a new form that was approved by the Board on 5/8/2018. 

Next review is due in 2021.

 

Committee: 
Board of Directors
Latest significant change: 
05/08/2018
Revision: 
12/2/2014
Type: 
Policy
Document types: