Gift Acceptance & Donor Due Diligence demo
Every large gift and naming screened, its agreement read against policy, and the committee's vote recorded with reasons 1:33
What the demo shows
Gift acceptance committees screen gifts and namings for policy, sanctions and reputation risk
Agents set the tier the policy names for each gift; screen every donor, company and payer against sanctions lists, news and court records, each finding cited; trace foreign money to the entity that pays it for Section 117; read the draft agreement clause by clause against the gift acceptance and naming policy and draft substitute wording; and write the strongest case against the gift before the vote. Members vote in the app with a recorded reason, the Associate General Counsel signs last, and donors with namings or open pledges are re-screened every night.
Transcript
- Gift Acceptance and Donor Due Diligence helps gift committees decide large gifts and namings.
- Education raised eighty-eight billion dollars in 2024; large gifts carry sanctions and reputation risk.
- At Halden State, twelve million dollars would name the new student center.
- Agents screen sanctions, news and court records, and cite a 2019 environmental settlement.
- The policy agent reads the draft agreement and flags clause seven point two.
- It gives the donors a renaming veto, so the agent drafts new wording.
- Before the vote, a devil's-advocate agent argues the case against the gift.
- Members vote with a recorded reason; the committee accepts, six to one.
- Counsel signs last; no gift is accepted without that signature.
- Every vote, reason and source lands in one exportable decision file.
- Since July: 131 gifts reviewed, a median nine days to decide, none returned.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.