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Policy 3.9 Gift Agreements This policy version was not current at the time of printing. Please see http://policies.emory.edu/3.9 for the current version. Responsible Official: VP for Development &

How to fill out gift agreements

How to fill out gift agreements

1. Step 1: Start by gathering all the necessary information and documents related to the gift, such as the name and contact information of the donor and recipient, description of the gift, and any relevant terms or conditions.
2. Step 2: Create a formal document for the gift agreement, including a clear and concise title, introduction, and purpose of the agreement.
3. Step 3: Specify the details of the gift, including the value, quantity, and any applicable restrictions or limitations. You may also include provisions for the handling and delivery of the gift.
4. Step 4: Include the terms and conditions of the gift, such as any obligations or responsibilities of the recipient, any reporting requirements, and any consequences for non-compliance.
5. Step 5: Clearly state the effective date and duration of the gift agreement.
6. Step 6: Review the gift agreement thoroughly to ensure accuracy and clarity. Make any necessary revisions or edits before finalizing the document.
7. Step 7: Once the gift agreement is finalized, ensure that all parties involved sign and date the document. It is recommended to have witnesses or a notary public present for added authentication.
8. Step 8: Provide copies of the signed gift agreement to all parties involved and keep a copy for your records.
9. Step 9: Periodically review and update the gift agreement as needed, especially if there are any changes in circumstances or terms of the gift. Make sure all parties are informed of any updates.

Who needs gift agreements?

1. Gift agreements are typically needed by individuals, organizations, or institutions that receive significant or valuable gifts. This can include museums, universities, nonprofit organizations, or individuals receiving large monetary donations, real estate properties, artworks, or other valuable assets as gifts.
2. The gift agreement helps to establish a formal understanding between the donor and recipient regarding the gift, its purpose, any restrictions or requirements, and the responsibilities of both parties. It ensures transparency, clarity, and legal protection for all parties involved.

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