St. Bartholomew's Episcopal Church
Stock and Donation Acceptance Guidelines


Pledge Fulfillment, Loose Plate Collections and Undesignated Unrestricted Donations $100 or Less

Bequeathed or Donated with Designations or Restrictions

Bequeathed or Donated without Designations or Restrictions

Cash Contributions

Accept for deposit into General Fund.

If merely designated to an existing fund without other restrictions, accept for deposit into that fund.

If any restrictions are placed on bequest or donation, must have specific Vestry consideration and acceptance. *

If accepted, deposit into designated fund (if any), or in the Special Gifts Fund.

Accept for deposit into Special Gifts Fund.

Readily Marketable Publicly Traded Securities

If readily marketable and no attached direct or contingent liabilities, accept contribution.

Promptly comply with Investment Committee Guidelines.

Hold in General Fund until sold, deposit proceeds into General Fund.

If merely designated to an existing fund without other restrictions, accept to be held in that fund, subject to Investment Committee Guidelines.

If any restrictions are placed on bequest or donation, must have specific Vestry consideration and acceptance. *

If accepted, hold in designated fund (if any) or in the Special Gifts Fund.

Accept to be held in Special Gifts Fund, subject to Investment Committee Guidelines.

Contributions of Property other than Cash or Readily Marketable Publicly Traded Securities

Requires specific Vestry consideration and acceptance. *

Hold in General Fund until sold, deposit proceeds into General Fund.

Requires specific Vestry consideration and acceptance. *

If accepted, hold in designated fund (if any) or in Special Gifts Fund.

Requires specific Vestry consideration and acceptance. *

If accepted, hold in Special Gifts Fund.

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