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Current Trends in Donor & Gift Agreements
Presenters: Laura West, B.A., J.D., TEP, Norton Rose Fulbright Canada LLP and Tanya Hannah Rumble, MPNL, CFRE, MFA-P™ (she/her), Toronto Metropolitan University
When is the last time you updated your gift acceptance and donation agreements? Is it on your ‘should’ list? This is the opportunity you’ve been waiting for as the traditional templates are evolving to meet giving options and our sector’s discussions on equity and access. Review your current documents and sign up for this session. Ensure your decision makers are listening in with you (fundraising, finance and board) and you will have a head start in updating policies and agreements that are critical for strong donor relationships, risk minimization, transparency and accountability in the work that you do in gift planning as well as major gifts and capital campaigns.
Speakers will address how templates and best practice is evolving to include more gift vehicles, bequests options in capital campaigns and adding a diversity and equity lens to this discussion. This presentation will include new research and its impact on agreements and policies - including Disbursement Quota legislation changes.
This session is appropriate for fundraisers who work with donors and advisors, advisors who work with clients and charities, and charity staff and board who want to ensure that core operations, policies and procedures are current, serve philanthropy well, and help to mitigate risk for all stakeholders.
Originally broadcast on November 29, 2023
