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.

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      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