Policy
Gift Acceptance Policy
This Gift Acceptance Policy is intended to guide Trail Conference staff and volunteers when discussing current and deferred gifts with individual donors, their advisors, and organizations, and to provide guidelines for acceptance or non-acceptance of proposed gifts.
Bylaws 2004
Bylaws 2011
Conflict of Interest Policy
The Conflict of Interest policy applies to Board members, key staff and key volunteers approved as Board committee members.
2018 Review
The Governance Committee and Board legal counsel reviewed the policy and determined that the version approved by the Board on 12/07/2014 remains valid. However the form used to establish the annual conflict of interest statements required revisions to reflect the scope of the policy. The Governance Committee developed a new form that was approved by the Board on 5/8/2018.
Next review is due in 2021.
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This version approved by the Board on 12/7/2021 adds a section on allocation of bequests approved by the Board on July 27, 2021 along with minor edits including replacing Development Director by advancement staff.