Gift Agreements

Draft Complex Gift Agreements for Your Organization in Minutes

A gift agreement is highly recommended for a person desiring to create a legacy gift in their estate plan for their family while also assisting a public charity.  A donor should consider a gift agreement if they have a significant complex gift, if the donor has restrictions on the gift or if the charitable organization will receive the funds later.  In these situations, the agreement is necessary to ensure the donor’s promise can be relied upon, set expectations of the donor and donee, and prevent any misunderstanding of the terms of the gift.

When working with a gift agreement, it is important to distinguish if the donor has a gift agreement or a pledge agreement, as they are often used interchangeably, mainly when a current gift includes a pledge to make a future contribution.  In the appropriate circumstances, a gift agreement documents a gift made by the donor to a charitable organization and is legally enforceable. 

This tool will aid you in creating a robust gift agreement that’s accurately personalized and beneficial both for the charity and the donor.

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