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 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.
At PW, we feel that any gift that reaches the level of major gift status at your charity should require a gift agreement. Yes, even if it is a gift to the annual fund.
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.
What is a contact report? Why is it important? When should I make one? What to include and more ...
Stewardship is more than simply thanking donors for their gifts; it’s a philosophy grounded in the desire to treat donors as partners in your work. So what are the essential elements of authentic stewardship?
What Is a Contact Report? Just what it sounds like: a record of your “contact” with a donor. Having a contact report system in place lets you track a person’s relationship with your organization seamlessly over a long period of time.