CF Board Relations and Governance Exchange

Hi all,

I have been asked to create documentation that explains the process for accepting real property gifts, transfer of title, and the subsequent sale of the property. I would like to have a better understanding of the process from start to finish, including the order things need to be done in, as well as the person responsible for each step. My end goal is to document the process so we can revise our gift acceptance policy. We are based in California and would appreciate any insights that you may have, or if you can share a checklist of steps needed in order for the transaction to go smoothly for all parties involved.

Thank you,

Ashley

Hi, Ashley. Attached are our gift acceptance policy and policies and procedures adopted by our Real Estate Service Board. Both policies will be revised during our policy review next year but this will give you a starting place.

Thanks-

Heather

Hi all,

I have been asked to create documentation that explains the process for accepting real property gifts, transfer of title, and the subsequent sale of the property. I would like to have a better understanding of the process from start to finish, including the order things need to be done in, as well as the person responsible for each step. My end goal is to document the process so we can revise our gift acceptance policy. We are based in California and would appreciate any insights that you may have, or if you can share a checklist of steps needed in order for the transaction to go smoothly for all parties involved.

Thank you,

Ashley