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.
Who should attend?
Advancement services, donor relations, and gift officers are encouraged to attend as a team to learn how to draft legally sound gift agreements.
Agenda
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
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
