Navigating Major Gift Policies - Part 1

Date: Tuesday, April 30, 2024
Time: 10:00 AM - 11:30 AM
Location: https://ucla.zoom.us/j/97992388543?pwd=TFRQNkdtR2ZXZWVXdlFKMmlWcHBzZz09; Meeting ID: 979 9238 8543 Passcode: 824493

Presenter(s):
Bill Kinsella, Senior Executive Director, Gift Policy
Minolie Gordon, Compliance & Support Group Administrator
Jason Gross, Director, Special Projects
John Lennon, Development Associate, Special Projects
Sharona Partiyeli, Program Manager, Gift Policy

Target Audience: New Development Officers; Development staff interested in a refresher; All EA Staff interested in learning about Major Gift Policies at UCLA

This is normally a 3 hour session but it has been split into two, shorter sessions, Part 1 & Part 2, for remote learning.

Please plan to attend both sessions for the full content of this training.

Note: You must register for each part separately, in order to automatically generate the Outlook calendar holds for each session.

This training will provide you with an understanding of UCLA's processes and procedures used to draft a gift agreement for your donor. You will learn everything you need to know about Gift Agreements at UCLA.

Topics discussed - Part 1:

How to distinguish a gift from a grant/contract and why you should care
What you need to know about every gift agreement – small, medium, or large
Directing gifts to The UCLA Foundation or The Regents
Ingredients necessary for every gift agreement