Givzey Guidance

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

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**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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Click Here to Submit Your Question

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