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Negotiating Donor Agreements with Universities: A Toolkit for Canadian Foundations By Maya Sore and Hilary Pearson September 2014 2014 Philanthropic Foundations Canada TABLE OF CONTENTS 1. Introduction

How to fill out negotiating donor agreements with

How to fill out negotiating donor agreements with:

1. Start by gathering all relevant information: Before filling out the donor agreement, make sure you have all the necessary information, such as the donor's name, contact information, donation amount, and any specific requirements or restrictions set by the donor.
2. Review the template or agreement form: Familiarize yourself with the donor agreement template or form provided by your organization. Understand the sections and clauses included in the agreement and their significance.
3. Tailor the agreement to suit the donor's preferences: If the donor has any specific requests or preferences, ensure that these are reflected in the agreement. For example, if the donor wants their donation to be used for a particular project or program, include a section that clearly outlines this.
4. Seek legal advice if needed: If you are unsure about any legal aspects or if the donor agreement involves a significant amount, consider consulting a legal professional to ensure compliance and protect both parties' interests.
5. Communicate with the donor: Throughout the process, maintain regular communication with the donor. Discuss any changes or updates to the agreement and ensure their understanding and agreement with the terms outlined.

Who needs negotiating donor agreements with:

1. Non-profit organizations: Non-profit organizations often require negotiating donor agreements to establish a clear understanding between the organization and the donor regarding the donation amount, purpose, and any conditions attached.
2. Individuals or corporations making significant donations: Donors who plan to make substantial contributions may seek negotiating donor agreements to ensure their wishes are met, their funds are used appropriately, and any desired recognition or stewardship is provided.
3. Grant-making foundations: Foundations that provide grants to non-profit organizations may engage in negotiating donor agreements with the recipient organizations to establish guidelines, reporting requirements, and expectations for the use of funds.

In summary, filling out negotiating donor agreements involves gathering information, reviewing templates, tailoring agreements, seeking legal advice if necessary, and maintaining open communication with the donor. This process is relevant for non-profit organizations, individuals or corporations making significant donations, and grant-making foundations.

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What is negotiating donor agreements with?

Negotiating donor agreements is typically done with foundations, corporations, or individuals who are providing financial support to an organization.

Who is required to file negotiating donor agreements with?

Nonprofit organizations or entities receiving donations or grants are required to file negotiating donor agreements with the relevant parties.

How to fill out negotiating donor agreements with?

Negotiating donor agreements should be filled out carefully, detailing the terms of the agreement including the amount of the donation, purpose of the donation, and any restrictions or requirements set by the donor.

What is the purpose of negotiating donor agreements with?

The purpose of negotiating donor agreements is to ensure that both parties understand and agree to the terms of the donation, including how the funds will be used and any reporting requirements.

What information must be reported on negotiating donor agreements with?

Information that must be reported on negotiating donor agreements includes the amount of the donation, purpose of the donation, any restrictions or requirements set by the donor, and any reporting or acknowledgement requirements.