Donor Agreement Template

This Donor Agreement ("Agreement") is entered into on [Date] between [Donor Name] ("Donor") and [Organization Name], a [State] nonprofit corporation recognized as exempt under IRC § 501(c)(3) ("Organization").

1. Gift Description

• Donor pledges/contributes [Amount] in [cash/securities/property].
• Payment schedule: [Lump sum on Date / installments (amount and due dates)].
• Restricted purpose: [Program/Endowment/Capital Project].
• Donor intent documentation attached as Exhibit A.

2. Recognition and Naming (if applicable)

• Organization agrees to recognize Donor as follows: [Naming opportunity, signage, publications].
• Recognition subject to Organization’s naming policies and compliance with laws.

3. Use of Funds

• Organization shall use gift in accordance with donor intent and mission.
• Variance clause: if purpose becomes impossible or impracticable, Organization may redirect funds to a related purpose with Board approval and reasonable efforts to consult Donor or representatives.

4. Stewardship and Reporting

• Organization will provide [annual/semi-annual] reports on use of funds, including financial statements and program outcomes.
• Donor may request meetings or site visits with reasonable notice.

5. Tax Acknowledgment

• Organization will issue written acknowledgment meeting IRS requirements (including quid pro quo disclosures if applicable).
• Donor responsible for consulting tax advisors regarding deductibility and obtaining appraisals for non-cash gifts.

6. Payment Methods and Transfer Instructions

• Provide wiring or brokerage instructions for securities transfers.
• Treatment of matching gifts or employer contributions.

7. Donor Recognition Rights and Obligations

• Donor may use Organization’s name/logo in announcements subject to prior approval.
• Organization may publicly acknowledge gift unless Donor requests anonymity.

8. Termination of Naming Rights (if applicable)

• Organization reserves right to remove name if Donor engages in conduct materially inconsistent with Organization’s values, subject to board determination.

9. Confidentiality

• Parties agree to maintain confidentiality of donor information unless disclosure required by law or mutually agreed.

10. Governing Law

• Agreement governed by laws of [State].

11. Entire Agreement and Amendments

• Represents entire understanding; amendments must be in writing signed by both parties.

Signatures

Donor: __________________________ Date: __________

Organization: [Organization Name]
By: __________________________
Name: [Authorized Officer]
Title: [Title]
Date: __________

Attach gift acknowledgement templates, payment instructions, and recognition guidelines as exhibits.