The Donor Agreement serves as a crucial legal instrument in Canadian philanthropic activities, establishing the framework for charitable giving and ensuring compliance with both federal and provincial regulations. This document is essential when formalizing significant donations, establishing endowments, or creating structured giving arrangements. The agreement typically specifies the gift's details, usage restrictions, recognition terms, and tax considerations, while ensuring compliance with the Income Tax Act and relevant charitable legislation. Donor Agreements are particularly important for complex gifts, donations with specific conditions, or situations requiring ongoing obligations between parties. They protect both the donor's philanthropic intentions and the recipient organization's interests while providing clear guidelines for gift administration and reporting requirements.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership聽of your docs
1. Parties: Identifies and provides full legal details of the donor and the recipient organization
2. Background: Explains the context of the donation and the parties' intentions
3. Definitions: Defines key terms used throughout the agreement
4. Gift Details: Specifies the nature, amount, and form of the donation
5. Payment Terms: Outlines the timing and method of the donation transfer
6. Use of Gift: Specifies how the donation must be used and any restrictions on its use
7. Recognition and Acknowledgment: Details how the donor will be recognized and acknowledged
8. Tax Receipting: Addresses the issuance of tax receipts and related requirements
9. Representations and Warranties: Standard declarations by both parties regarding their capacity and authority
10. General Provisions: Standard legal clauses including governing law, notices, and interpretation
1. Donor Advised Fund Provisions: Required when the donation establishes or contributes to a donor advised fund
2. Naming Rights: Include when the donation comes with specific naming rights for buildings, programs, or funds
3. Investment Policy: Required for endowment gifts or funds that will be invested
4. Reporting Requirements: Include when the donor requires specific reporting on use of funds
5. Gift Acceptance Conditions: Include for complex gifts or property donations requiring due diligence
6. Confidentiality: Include when specific privacy requirements exist beyond standard provisions
7. Amendment Provisions: Required for long-term or complex arrangements that may need future modification
8. Successor Rights: Include when donor rights may need to transfer to heirs or successors
1. Schedule A - Gift Description: Detailed description of the gift, especially for property or complex donations
2. Schedule B - Payment Schedule: Required for pledges or installment donations, detailing payment dates and amounts
3. Schedule C - Recognition Benefits: Detailed listing of donor recognition benefits and requirements
4. Schedule D - Investment Policy: Details of investment guidelines for endowed funds
5. Schedule E - Reporting Requirements: Template and schedule for required reports to donor
6. Appendix 1 - Property Details: Required for gifts of property, including full legal description and condition reports
7. Appendix 2 - Due Diligence Documents: Copies of relevant certificates, appraisals, or other supporting documents
Find the exact document you need
Donor Donee Agreement
A Canadian legal agreement formalizing the transfer of donations between donors and recipients, establishing terms and ensuring regulatory compliance.
Download
Donor Agreement
A Canadian-law governed agreement that formalizes charitable gifts between donors and recipient organizations, establishing terms, conditions, and obligations for both parties.
Download
Charitable Pledge Agreement
A Canadian legal document formalizing a donor's commitment to make a charitable contribution, outlining terms, conditions, and tax considerations under Canadian federal and provincial laws.
Download
Charitable Gift Agreement
A Canadian legal agreement that formalizes charitable gifts between donors and registered charities, ensuring compliance with federal and provincial charitable regulations while documenting gift terms and conditions.
Download
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)