When to Say No: Managing Restricted and Challenging Gifts

Join a panel of planned giving professionals as they discuss the complexities of restricted gifts and the difficult—but sometimes necessary—decision to decline a donation. This session will cover how to assess gift terms, align donor intent with organizational mission, and implement policies that support responsible gift acceptance.

Together, they’ll share insights and real-world experiences on how to navigate the complexities of restricted gifts—and when it’s in an organization’s best interest to say no. Their diverse perspectives will offer valuable guidance on balancing donor intent with mission integrity and long-term sustainability.
Buffet Breakfast Included