Effective Gift Agreements: Documenting Donor Intent

(Retired)
Retired course gerneric thumbnail

Effective Gift Agreements: Documenting Donor Intent

(Retired)

Table of Contents

Overview

Does your team fully understand the procedural and legal considerations surrounding gift documentation?

 

Agenda

  • Understanding and capturing donative intent
  • Legal considerations for drafting gift agreements
    • Elements of a legally sound gift agreement
    • What you can and cannot include
    • Involving legal counsel in the gift documentation process
  • Practical considerations for drafting gift agreements
    • Meeting the donor’s intent both legally and logistically
    • Aligning donor interests with organizational prioritizations
  • Educating gift officers on gift documentation
  • Case study review: Navigating complicated gift agreements
  • Leveraging gift documentation as a donor relations tool

 

Resources

Download the presentation slides (PDF)

Download the additional resources (PDF)

Tagged In

Advancement Services & Operations Donor Relations

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.