Drafting Issues for Restricted Gift Agreements Including Endowments

Event Category

Webinar

Event Date

Tuesday, January 28, 2014 - 17:00 to 18:00

Frequency of Training

One-Time

Event Cost

Free

Location

  • Online

Website URL

Registration

Organization

  • Carters Professional Corporation

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.