Donor restricted gifts are an essential part of a gift planning strategy for a charity. However, too often insufficient attention is given to the terms of the donor restricted gifts that are prepared. This webinar will provide an explanation of the drafting issues when preparing donor restricted gift agreements, including an understanding of the differences between unrestricted, restricted and endowed gifts, what provisions should be included in donor restricted gift agreements,as well as related issues, such as management considerations involving donor restricted gifts. Presented by Terrance Carter, of Carters Professional Corporation.
Charity Tax Tools webinars