Gift Acceptance Policies

Beacon Group, Board of Directors and staff will serve as the facilitators for effective and ethical fundraising practices that will result in financial support for the mission of Beacon Group. Accordingly, the Board of Directors of Beacon Group accepts the Association of Fundraising Professionals Code of Ethical Principles and Standards of Professional Practice. Beacon Group is also a Member of the Planned Giving Roundtable and Leave A Legacy of Southern Arizona.

Toward that end:

  • Beacon Group CEO and Staff will support the work of the Chief Executive Officer (CEO) and Beacon Group Program Staff by providing a fundraising program that will fund the priorities established by the CEO and Beacon Group’s Board of Directors.
  • All contributions, grants and event proceeds will be entered in Beacon Group accounts and distributed by approved plan to appropriate accounts.
  • Restricted grants and gifts will be received by Beacon Group and distributed to the designated program accounts. Accounting for these gifts will be independent and reports will be generated, as requested, in a timely manner.
  • Gifts to Beacon Group may be made through cash, check, pledge or transfer of other assets. Gifts made by pledge should be in writing, dated, and signed by the donor, or by e-mail.
  • Beacon Group shall accept no gift that would compromise or re-direct the mission, purposes, goals, objectives, programs, integrity or independence of Beacon Group.
  • Beacon Group will not accept any “Quid pro quo” gift arrangements.
  • Beacon Group shall accept no gift that would encumber any operational or governing portion of Beacon Group without advance approval of the Chief Executive Officer.
  • Gifts of stock and securities shall be received and sold as soon as possible according to the recommendations of the investment committee.
  • Beacon Group is free to sell or liquidate any gift property at any time (unless otherwise agreed in writing). Its intention to either resell the property or to retain and use it to further its charitable activities should be made clear to the donor at the time of the gift.
  • Gifts of real estate and/or personal property shall be accepted only after the proposed gift has been reviewed by the Chief Executive Officer for statements as to the value of the gift (determined by a qualified appraiser) and any attendant encumbrances or burdens. Unless approved, in advance, by a majority vote of the Board of Directors, acceptance of real or personal property shall be limited to that which is debt-free and title clear. Acceptance of gifts of real estate shall be delayed until the property is certified to be free of hazardous waste and not unduly subject to regulatory restriction(s). A survey should be obtained if there is any question regarding boundaries, easements, or access to the property.
  • Beacon Group shall not enter into any commercial agreement that entails the use of the Beacon Group name in return for contributed or earned funds without advance approval of the Chief Executive Officer.
  • Beacon Group shall manage and disburse gifts in accordance with donor intent.
  • Beacon Group shall have an annual audit. This audit shall be conducted by an external certified public accounting firm.
  • Beacon Group does not share or sell any of its lists to any third party at any time.