The Charitable Gift Agreement serves as a critical legal instrument in U.S. philanthropic giving, particularly for significant or complex donations. It is essential when establishing endowments, creating named funds, or making substantial gifts with specific conditions. The agreement details the donor's intentions, the organization's obligations, and ensures compliance with IRS regulations and state charitable laws. It typically includes gift amount, payment schedule, purpose restrictions, recognition terms, and investment guidelines. This document becomes particularly important for tax documentation, organizational accountability, and long-term gift management.
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: Identification of donor and recipient charitable organization with full legal names and addresses
2. Background: Context of gift, charitable purpose, and mutual intention of the parties
3. Definitions: Key terms used throughout agreement including Gift, Purpose, Recognition Rights
4. Gift Amount and Payment Terms: Specifics of donation amount, payment schedule, and method of payment
5. Purpose of Gift: Detailed description of how funds will be used and charitable objectives
6. Recognition Rights: Terms of donor acknowledgment and recognition
7. Representations and Warranties: Statements regarding charitable status, authority to enter agreement, and compliance with laws
8. General Terms: Standard contractual provisions including governing law, amendments, and notices
1. Investment Guidelines: Specific investment requirements and policies for endowment gifts
2. Reporting Requirements: Obligations for periodic reporting to donor on use of funds and impact
3. Gift Restrictions: Specific limitations and conditions on the use of gifted funds
4. Modification Provisions: Process and conditions for modifying gift terms or purpose
5. Naming Rights: Specific terms for naming buildings, programs, or funds
1. Schedule A - Payment Schedule: Detailed timeline and terms for installment payments of the gift
2. Schedule B - Recognition Guidelines: Specific details about implementation of donor recognition
3. Schedule C - Investment Policy: Detailed investment guidelines and policies for endowed funds
4. Schedule D - Gift Property Description: Detailed description and documentation of non-cash gifts
5. Schedule E - Recognition Signage Specifications: Design specifications for donor recognition signage or plaques
Find the exact document you need
Charity Donation Agreement
A U.S.-governed agreement formalizing charitable contributions between donors and recognized charitable organizations, ensuring compliance with federal and state regulations.
Download
Cash Donation Agreement
A U.S.-governed agreement formalizing monetary contributions between donors and charitable organizations, ensuring legal compliance and tax documentation.
Download
Agreement Of Donation
A U.S.-governed agreement documenting the transfer of property or assets from donor to recipient without consideration.
Download
Land Donation Agreement
A U.S. legal document facilitating the transfer of real property as a donation from one party to another.
Download
Donation Contract
A U.S.-governed agreement that formalizes the transfer of assets or funds from a donor to a recipient without consideration, ensuring legal compliance and protection of both parties' interests.
Download
Donor Agreement
A U.S.-governed legal agreement that establishes the terms and conditions of a charitable contribution between a donor and recipient organization.
Download
Charitable Pledge Agreement
A U.S.-governed legal agreement documenting a donor's commitment to make a future charitable contribution, including terms and conditions of the pledge.
Download
Charitable Gift Agreement
A U.S. legal document that formalizes the terms and conditions of a charitable donation between a donor and recipient organization.
Download
Equipment Donation Agreement
A U.S.-governed agreement that documents the transfer of equipment from donor to recipient as a charitable donation.
Download
Conditional Donation Agreement
A U.S. legal agreement establishing terms and conditions for charitable donations, incorporating federal and state requirements.
Download
Intent To Donate Letter
A U.S.-compliant formal document declaring an individual's or organization's intention to make a future charitable donation to a qualified recipient organization.
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)