Process

The five-step gift review

The same sequence applies to a pickup truck and a thousand acres. Only the depth of each step changes.

  1. 01

    Description

    You describe the asset, your relationship to it, and the situation behind the question. Confidential, non-binding, and usually shorter than people expect.

    • Who owns it of record
    • Where it is and what it is
    • Why a gift is being considered now
  2. 02

    Preliminary review

    Intake and a reviewer establish whether the facts support a full review at all. Declining here saves everyone months.

    • Debt versus realistic value
    • Obvious title or authority problems
    • Carrying cost
  3. 03

    Professional review

    Independent professionals examine the questions the asset raises. Tracks run in parallel where possible.

    • Title and survey
    • Environmental assessment
    • Valuation by a qualified appraiser
    • Operational, lease and regulatory review
  4. 04

    Governing-body decision

    The matter is prepared, presented and decided. Acceptance is documented in writing; so is declination, with the reason.

    • Conflicts disclosed and cleared
    • Conditions of acceptance stated
    • Decision recorded
  5. 05

    Transfer and stewardship

    Only after written acceptance. Transfer is completed through the appropriate closing professionals, and the asset is then retained for approved charitable use or responsibly disposed of.

    • Closing and recording
    • Insurance and custody
    • Stewardship plan

A submission does not:

  • commit Mustard Farms to accept the asset;
  • transfer title, possession or responsibility;
  • create a deduction or establish any value;
  • obligate you to proceed at any point.

Mustard Farms does not provide legal, tax, appraisal or financial advice. Proposed gifts are subject to legal, financial, title, environmental, operational and governing-body review and written acceptance. Donors should consult independent advisers.

Start a Confidential Donation Review