Luncheon Program
Thursday, March 19, 2026 • 12:00 to 1:30 PM PT via Zoom
Title: An Interactive Exploration of Gift Acceptance Policies
Presented by:
Patience Boudreaux, MBA, CSPG, CFRE
Philanthropy Executive and President
Adventist Health Rideout Foundation
Patience Boudreaux, MBA, CSPG, CFRE
Philanthropy Executive and President
Adventist Health Rideout Foundation
Program Description:
We've all heard about how important gift acceptance policies are but if your organization doesn't already have them or they're very outdated, how do you get started? In this session, we will look at the actual policies of organizations to compare how they tackle different types of gifts. We will consider in the discussion the relative benefits of detailed versus simplified policies, and how the organizations mission, infrastructure, and donors can often influence the types of policies developed. Attendees will discuss the various merits of how different policies approach topics and explore as a group how we think these policies could be improved. We'll also discuss who at your organization should be involved in the discussion of updating and developing the gift policies. Attendees should come to this case study session with their own policies in hand so that these can be considered throughout the discussion and potentially workshopped with fellow attendees.
About the Presenter:
Patience Boudreaux is the President of Adventist Health Rideout Foundation in Marysville, CA, where she is leading efforts to inspire the community to invest philanthropically to improve the well-being of the Yuba-Sutter area. She's spent more than 18 years in higher education and health care fundraising with experience in annual, major, and planned giving. She earned her BA from Johns Hopkins, her MBA from the Drucker School of Management, and is a certified specialist in planned giving and certified fundraising executive. She currently serves of the boards of Southern California Council of Charitable Gift Planners and Northern California Planned Giving Council.
We've all heard about how important gift acceptance policies are but if your organization doesn't already have them or they're very outdated, how do you get started? In this session, we will look at the actual policies of organizations to compare how they tackle different types of gifts. We will consider in the discussion the relative benefits of detailed versus simplified policies, and how the organizations mission, infrastructure, and donors can often influence the types of policies developed. Attendees will discuss the various merits of how different policies approach topics and explore as a group how we think these policies could be improved. We'll also discuss who at your organization should be involved in the discussion of updating and developing the gift policies. Attendees should come to this case study session with their own policies in hand so that these can be considered throughout the discussion and potentially workshopped with fellow attendees.
About the Presenter:
Patience Boudreaux is the President of Adventist Health Rideout Foundation in Marysville, CA, where she is leading efforts to inspire the community to invest philanthropically to improve the well-being of the Yuba-Sutter area. She's spent more than 18 years in higher education and health care fundraising with experience in annual, major, and planned giving. She earned her BA from Johns Hopkins, her MBA from the Drucker School of Management, and is a certified specialist in planned giving and certified fundraising executive. She currently serves of the boards of Southern California Council of Charitable Gift Planners and Northern California Planned Giving Council.
Program Fees:
$30 - Member Fees
$45 - Non Member Fees |
Continuing Education Credit:
The program has been approved for MCLE, CFP, CFRE, and CSPG. |