Givzey Guidance

A central community library built for fundraising professionals who need guidance and answers for proper gift documentation.

    **Note: We do not offer opinions on Givzey Guidance, but rather answers that align with the accounting and financial standards used for charitable giving and nonprofit fundraising.

    Have a Question for Givzey Guidance?

    Givzey Guidance is here to help. Submit your gift documentation questions and expect a quick and personalized response from a seasoned fundraiser.

    The answers we provide back to you are not our opinions, but guidance that aligns with accounting and financial standards, whether it's the IRS, FASB, CASE, AFP, AASP, or otherwise.

    After we help you resolve your question, we’ll anonymize the inquiry and share the response in Community Q&A so everyone can learn from the experience.

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    How Do You Handle Gifts of Closely Held Stock
    Q&A: Where Does Givzey Guide's Advice Come From?

    Should you avoid closely held stock gifts? What's the best way to handle them?

     

    Is Givzey Guidances Advice in Alignment with CASE Gift Reporting Standards
    Q&A: Where Does Givzey Guide's Advice Come From?

    What standards is Givzey Guide's advice in alignment with?

     

    Is it a charitable gift?
    Q&A: Donor Receives No Benefit - Is It A Charitable Gift?

    Is this a charitable gift?

     

    Q&A: How Do We Document and Value a Gift-in-Kind of Lab Mice?
    Q&A: How Do We Document and Value a Gift-in-Kind?

    Donating lab mice – how do we document and value that?

     

    How Do I Word This Pledge Payments for Newly-Endowed Fund Will be Invested and Accrued Until Fully Funded
    Q&A: How Do I Word This?

    I want to make sure all pledge payments are invested and accrued until fund is fully funded.

     

    Q&A: Can I Book a Verbal Pledge?
    Q&A: Can I Book a Verbal Pledge?

    Can I Book a Verbal Pledge?

     

    Q&A: How Do I Book a Group Pledge?
    Q&A: How Do I Book a Group Pledge?

    How Do I Book a Group Pledge?

    Q&A: How Do I Book a Multi-Year Pledge?
    Q&A: How Do I Book a Multi-Year Pledge?

    How Do I Book a Multi-Year Pledge?

    University of Virginia
    University of Virginia

    Major Gift Agreements

     

    California State University Northridge
    California State University Northridge

    Gift Agreement Workflow

    North Carolina State University
    North Carolina State University

    Distinction Between Gifts, Sponsored Projects and Contracts

    Columbia University
    Columbia University

    Distinguishing Gifts from Sponsored Projects

     

    University of Arizona
    University of Arizona

    Letter of Intent

     

    Texas A&M
    Texas A&M University

    Gift Agreements

     

    Boise State University
    Boise State University

    Non-Cash Gift Agreement

     

    University of Oregon
    University of Oregon

    Gift Forms

     

    Miami University
    Miami University

    Donor Intent Policy

     

    Booking Verbal Pledges Should You?
    Booking Verbal Pledges: Should you?

    Stop before you book a verbal pledge.

    The Art of the Double Ask
    Booking Verbal Pledges: Should you?

    How to secure multi-year gifts for your organization.

    Here are three ways to redefine your pledge process and scale multi-year giving.
    Three Ways to Scale Multi-Year Giving

    Scale Multi-Year Giving

    Convert Verbal Commitments to Bookable Revenue
    Convert Verbal Commitments into Bookable Revenue

    Here's how to convert verbal agreements into bookable revenue.

    Modern Gift Management Solving 4 Key Needs with Digital Gift Agreements (2)
    Solving 4 Key Needs with Digital Gift Agreements

    Smart Gift Agreements supercharge modern gift management.

    5 Reasons Your Nonprofit Needs Intelligent Gift Documentation Management
    Intelligent Gift Documentation Management

    5 Reasons Your Nonprofit Needs Intelligent Gift Documentation Management.

    CASE 3.3.1 Gifts-in-Kind Global Reporting Standards
    CASE 3.3.1 Gifts-in-Kind Global Reporting Standards

    CASE 3.3.1 Gifts-in-Kind Global Reporting Standards

    GAAP Guide Sheet
    GAAP Guide Sheet

    GAAP Guide Sheet

    Donor Bill of Rights
    Donor Bill of Rights

    Donor Bill of Rights

    IRS 526 Charitable Contributions
    IRS 526 Charitable Contributions

    IRS 526 Charitable Contributions

    IRS 561 Determining Value Donated Property
    IRS 561 Determining Value Donated Property

    IRS 561 Determining Value Donated Property

    IRS 1771 Substantiation Disclosure Req
    IRS 1771 Substantiation Disclosure Req

    IRS 1771 Substantiation Disclosure Req

    IRS 4303 Vehicle Donation
    IRS 4303 Vehicle Donation

    IRS 4303 Vehicle Donation

    IRS 4302 Vehicle Donation NPO
    IRS 4302 Vehicle Donation NPO

    IRS 4302 Vehicle Donation NPO

    IRS Form 8283 Noncash Charitable Contributions
    IRS Form 8283 Noncash Charitable Contributions

    IRS Form 8283 Noncash Charitable Contributions

    IRS Form 8282 Donee Info Return
    IRS Form 8282 Donee Info Return

    IRS Form 8282 Donee Info Return

    IRS Form 1098-C Gift Motor Vehicle
    IRS Form 1098-C Gift Motor Vehicle

    IRS Form 1098-C Gift Motor Vehicle

    IRS Form 8283-V Payment Voucher Filing Fee
    IRS Form 8283-V Payment Voucher Filing Fee

    IRS Form 8283-V Payment Voucher Filing Fee

    FASB 116 Contribution Received Made
    FASB 116 Contribution Received Made

    FASB 116 Contribution Received Made

    FASB Summary of Statement No. 116
    FASB Summary of Statement No. 116

    FASB Summary of Statement No. 116

    AFP Code of Ethics
    AFP Code of Ethics

    AFP Code of Ethics

    AASP Gift Acceptance Policies
    AASP Gift Acceptance Policies

    AASP Gift Acceptance Policies

    Submit your question to Givzey Guidance

     

    Submit Your Question to Givzey Guidance

    Submit Your Question to Givzey Guidance