Building Better Gift Agreements in Higher Education

Building Better Gift Agreements in Higher Education

August 8-9, 2019 | Baltimore, MD

 

Register

Learn to compose stronger gift agreements and bolster your documentation process.

Many shops struggle with broken gift agreement language and processes, which can — in extreme cases — result in donor lawsuits and damaging publicity. To mitigate these risks, shops must look for ways to strengthen their gift agreement language and processes to protect all involved stakeholders, donors, and the institution alike.

Join us in Baltimore for an important learning experience to learn methods and strategies to improve the content of your gift agreements and documentation process. Our experienced faculty panel will discuss how to:

  • Draft sound gift agreements that protect your institution
  • Incorporate legal and pragmatic best practices
  • Improve your gift agreement documentation process
  • Compose donor-centered agreements
  • Mitigate risks and threats

During this practical and interactive workshop you’ll receive expert feedback on your sample gift agreements, as well as tools and templates to develop your gift agreements and associated processes.

 

You Will Leave With Tools and Resources

Attendees will take away a collection of tools, such as:

  • New Commitment Process Flow
  • Gift Documentation Form
  • Sample Legal Whitepaper
  • Gift Documentation Handbook Template
  • Laws and Regulations Affecting Scholarship Programs

 

Who Should Attend

The content of this program is designed for those responsible for developing and maintaining successful gift agreements. Professionals from across the shop are encouraged to attend either individually or as a team.

 

Bring your team and save!

Save over 15% when you register three or more colleagues.

Agenda

DAY 1

8:30 a.m. - 5:45 p.m.

 

Registration, Welcome, and Introductions

 


 

The Foundations of Gift Documentation

In this opening session, our faculty will define the fundamentals of successful gift documentation and set the stage for the conference.  

 


 

Developing the Baseline

Every gift agreement must include essential information about the donor, the fund, and the agreement itself. Learn what you need to document and view samples of the language in various agreements.

 


 

Managing the Legal Considerations for Donor Restrictions and Preferences

This session will cover the legal considerations around donors’ potential preferences and restrictions. You will learn best practices to avoid legal consequences as well as how and when to involve legal counsel in the gift documentation process.

 


 

Managing Donor Restrictions and Preferences: Practical considerations

Beyond legal considerations, shops must also decide if a gift is practical and will ultimately serve the institution’s mission. Our faculty will share examples of practical matters to consider and tips for how to respond to impractical requests.

 


 

Donor-Friendly Gift Documentation

Perhaps the trickiest part of composing gift agreements is adding touches of warmth to an otherwise frigid document. Our faculty will share ways to keep the donor at the heart of this process and enhance the donor’s experience.

 


 

Networking Reception

 


 

DAY 2

8:30 a.m. - 12:00 p.m.

 

Educating Gift Officers: Building a Tool Kit

Gift agreements involve many stakeholders. One of the best ways to ensure sound gift documentation is to properly train your partners and empower them with tools. In this session, you will learn what needs to go into a tool kit and see examples of what has worked well.

 


 

Improving Your Gift Agreement Processes

Our faculty will tackle common process pain points such as tracking and transparency. You’ll identify where your process can be improved and take away best practices to incorporate back on campus.

August 8-9, 2019
Baltimore, MD

Conference Hotel Information

Hyatt Regency Baltimore Inner Harbor
300 Light Street
Baltimore, MD 21202
410-528-1234

Room Rate: $159 + tax
Room Block Dates: Nights of August 7 and 8, 2019
Rate Available Until: Thursday, July 18

Call 410-528-1234 to make your reservations and indicate that you are with the Academic Impressions group to receive the group rate. Please book early - rooms are limited and subject to availability.

Speakers

DebbieMeyers-150x150

Debbie Meyers

Director of Stewardship, University of Maryland

Her development career began in 1986 and is currently heading up the donor relations team at the University of Maryland after serving in donor relations and stewardship roles at Carnegie Mellon University and the University of Florida Foundation.

Read Mitchell's full bio here.

Can't Attend? Buy the
Conference Binder
$295

Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.

Note: Conference attendees do not need to purchase materials separately.

Questions About the Event?

Egstad-Whitney

Whitney Egstad
Program Manager, Academic Impressions

Please enter your name.
Please enter a message.