Anatomy of a Gift Agreement

Reynolds Cafferata
Participants in this session will dissect a gift agreement looking at vital parts such as enforcement provisions, naming terms, gift restrictions and fund management terms.  Working through a gift agreement, participants will learn to draft agreements to meet donor wishes that can be administered by the charity for years to come.
Learning Objectives:
1. Identify key provisions to include in gift agreements.
2. Learn laws applicable to gift agreements including UPMIFA.
3. Learn the benefits and pitfalls of enforceable pledges.
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
Conference Year: 
NCPP 2017
Event Type: 
Conference Session
Purchase Type: 
Upcoming Events
How We Do It: Structuring Collaboration Among Fundraising Program
Aug 25, 2020
The best possible outcomes for donors and organizations happen when fundraising colleagues collaborate instead of com...
Related Resources
8 Cool Ways Your Donors Can Give With CRTs
This session from NCPP 2016 used a case study method to list 8 donor fact patterns and then described how using a CRT...
Storytelling for Gift Planning Success Your Roadmap for Collecting Great Stories
Stories have been with us since the beginning of time. We believe that we’re all “wired” for stories; when we hear a...