This training provides the insights needed to create effective gift agreements that appropriately align both your donors’ intents and your institution’s needs. Understanding the elements of a legally sound agreement and exploring key case studies will equip you with the tools to create an enriching donor experience that avoids putting your institution at risk. We will also take a closer look at critical partnerships and how best to partner and collaborate with gift officers.
Gift Documentation Resources
Your registration comes with resources to help you in your documentation efforts, including:
- New Commitment Process Flow
- Gift Documentation Form
- Sample Legal Whitepaper
- Gift Documentation Handbook Template
- Laws and Regulations Affecting Scholarship Programs
- Integrating Donor Relations into Gift Documentation
Bring Your Team
Advancement services, donor relations, and gift officers are encouraged to attend as a team to learn how to draft legally sound gift agreements.
After participating in this online training, you will be able to accurately document incoming gifts.
- Understanding Donor Motivation and Mindset
- Educating Gift Officers on Gift Documentation
- 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
Debbie Meyers, Senior Director of Stewardship, University of Maryland
Debbie heads 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. Debbie was director of stewardship and donor relations at the University of Florida Foundation for nine years, serving as a central resource to forty-five development officers at twenty colleges and units. Her development career began in 1986 as publications director for the health center development office at UF. She also was development and alumni director at Bishop Moore Catholic High School, her alma mater. She is a founding board member for Association of Donor Relations Professionals.