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Gift Acceptance: Balancing University Priorities with Donor Intent
Julian Williams, Vice President for Compliance, Diversity and Ethics, George Mason University. Colleen Lewis, Manager, Baker Tilly.
June 11, 2019
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Learn how to develop gift acceptance policies and procedures to ensure a balance between academic enterprise and donor engagement
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Share leading practices related to policy principles and potential escalation criteria that would lead to additional review of gift agreements based on specific flags and thresholds
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Offer ideas for how to establish ongoing analysis and assessment of gift acceptance policies and procedures
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