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.