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Sample Policies

Below are a few samples of gift acceptance policies that CPGR has been given permission to make available to other nonprofit organizations. CPGR does not endorse any specific organization or policy, but provides the samples below as a community resource:

Betsy Mangone

Rose Community Foundation (adapted with permission)


CCS Fundraising 

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PO Box 101208
Denver, CO 80250-1208

Tel: 303. 932. 2764



Our Mission

The Mission of the Colorado Planned Giving Roundtable is to inspire our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations.

We accomplish this through:

  • Quality Education
  • Increased Awareness
  • Networking Opportunities
Model Standards

These Model Standards of Practice for the Charitable Gift Planner have been created by the National Committee on Gift Planning to encourage responsible gift planning.

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