Gift Agreement Sample

This customizable model was created by the Community Foundation of Collier County and has been slightly modified. Make sure that Section 2 of the model is tailored to the purpose of your gift contract. Other areas to be adapted are in parentheses. Typical gift agreements provided by the Association of Donor Relations Professionals and Tulsa County. According to the Pennsylvania Land Trust Association, a written agreement is required: a morality clause or moral clause is a small but important segment that you can add to your gift contracts. A moral clause is used to define certain circumstances that would be inconvenient or detrimental to the reputation and values of an organization. According to Lynne Wester, not-for-profit organizations must protect their organizations from unreasonable risks. Most non-profit organizations depend on the goodwill of the public service to attract donors. A close relationship with someone whose name has been severely damaged can damage the reputation of the non-profit organization and its ability to gain support. Check out these pages for more information on gift deals: This resource contains useful information on why a gift deal may be necessary and important, and how the manifions.

The following section, entitled `Gift Template Agreement`, contains a gift agreement that has been modelled by an agreement established by the Community Foundation of Collier County. ConservationTools.org, which was managed by the Pennsylvania Land Trust Association, has been very thorough in creating a useful donation manager from the perspective of a conservation organization. You can check here. If, at any time, the donor or his name may affect the public trust or reputation of the organ, including moral turbulence, the organ has the right, with the agreement of the board of directors, to remove the name or to return the gift. A few other questions and points from Philanthropy Works that need to be taken into consideration when drawing up your formal agreement, writing: This has also been included in section 11 of the gift arrangement above. The AICPA.org play is part of a reflection here in the negotiation and development of gift contracts. Here is a model gift scheme created for real estate by Tulsa County. The objectives of your written agreement would probably be: At PW, we believe that any gift that reaches the level of great gift status in your charity should require a gift agreement. Yes, even if it`s a gift to the annual fund. Here`s an example of Lynne Wester`s language at Donor Relations Guru for you for checking through your general counsel and then in your gift contract in place: Look at an example of a gift deal for the University of Alabama at Birmingham, provided here by the Association of Donor Professional Relations.

A donation contract, which should not be confused with a gift acceptance policy, is expressly used to spell and document what the donor expects and what the non-profit organization undertakes to do. Any gift that reaches the most important gift status defined by your organization should require a gift agreement, even at the monthly donation level.


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