Thank you for using the gift reporting portal. Please use this portal to record gifts given or received on behalf of the organization. 

• Extraordinary or extravagant gifts (i.e., gifts that have an aggregate value of more than $250 annually from a single giver) are not permissible and must be declined or returned, absent approval by the Compliance Officer.
• Gifts of nominal value and promotional items (i.e., pens, mugs) may be accepted. Gifts should be sent to recipients at their professional office and may not be sent to a recipient's home.
• Each employee is responsible for reporting ALL gifts sent to or received from clients.
• All solicitation of gifts or gratuities is unprofessional and is strictly prohibited.
• No employee may give or accept cash gifts or cash equivalents to or from clients, brokers, vendors, or other persons that do business with the organization.
• Employees shall submit their gift logs before the end of each month.

If you wish to report a concern about gifts or gift giving, please CLICK HERE to submit a Compliance Hotline report.

Please note: some of this portal is not customizable, thus, certain fields may be worded atypically. Please consider the following:

• "Date observed or first noticed" is where you indicate the date the gift was given/received
• In the line "Who or what was affected" please indicate your relationship to the Vivant organization
• "Description of event(s) or concerns" is where you provide a description of the gift and purpose