About This Practice
This guidance covers Practice 5B, which includes four elements:
Provide accurate solicitation materials and other communications to donors and the public
⬤ Provide timely written acknowledgment of all gifts, including land and conservation easements, in keeping with IRS charitable contribution substantiation requirements
⬤ Maintain financial and other systems to document and comply with any donor restrictions on gifts
Have a written policy or procedure to ensure donor privacy concerns are honored
⬤ Accreditation indicator element | ■ Terrafirma enrollment prerequisite | ▲ Required for both
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