Cheat Sheet for Year-End Gifts
As your donors scramble to get everything done before the end of the year, it's good to know exactly when and how their gifts needs to be in the door to count for 2014.
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Gift Administration
Real Estate Course: Suggested Reading
Gifts of real estate can be a) very advantageous to both your donor and your organization, and b) complicated.
Below, please find some suggested reading that can help familiarize you with four important aspects of real estate gifts.
I. Getting Familiar with the Tax Issues
Please review some of the tax issues related to real estate gifts.
Tips for Small Organizations
As a small development shop looking to grow, what will make you successful? Let's take a look at the key characteristics.
A Sticky Situation
As a major gift officer you’ve developed a great relationship with Shirley Knot, a significant donor to your organization. How would you handle this potentially complicated situation that arises with Shirley?
Sample Gift Agreement: Capital Gifts
PLEASE NOTE: This is only a sample, and is presented as such for your reference. It should not be reproduced.
THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _____________________ (the “Donor”) whose current primary address is _______________________, and _______________________, a tax exempt, non-profit organization located in ______________, ________________(the “Charity”).
Sample Gift Agreement: Endowments
PLEASE NOTE: This is only a sample, and is presented as such for your reference. It is not to be reproduced.
THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _________________________ (the “Donor”) whose current primary address is ___________________________, and __________________________, a tax exempt, non-profit organization located in ______________, _________________(the “Charity”).
Gift Agreements for MGOs
Gift agreements should be a critical part of your major gifts program. They prevent misunderstandings and are a wonderful way to show your donor how important they are to your organization.
Gift Agreements - for Dept. Leadership
Any gift that reaches the minimum level of a ‘major gift’ as defined by your organization deserves to have a gift agreement completed and signed.
Complex Asset Checklist
Wondering what to ask? Here we highlight the key questions when helping a donor design a gift of complex assets.