Fundraising Donor Checklist

FUNDRAISING DONOR CHECKLIST AND GIFT AGREEMENT

Parties and Recitals

This Fundraising Donor Checklist and Gift Agreement (the Agreement) is entered into by and between:

WHEREAS, Organization conducts public or private fundraising activities and maintains policies for receipt, acceptance and acknowledgment of charitable gifts; and

WHEREAS, Donor desires to make a gift to Organization subject to the terms, restrictions and acknowledgements set forth in this Checklist and Gift Agreement; and

WHEREAS, the Parties intend that this Checklist memorialize donor information, any restrictions or conditions on the gift, and administrative actions required to process, acknowledge and apply the gift.

Donation Details and Checklist

Cash    Pledge    In-kind

Administrative Checklist

Please confirm each required administrative action below by checking the corresponding box. A checked item constitutes an affirmative administrative determination and required follow-up as described.

Donor contact information verified and entered into database

Tax receipt requested (prepare Form Acknowledgment)

Acknowledgement letter drafted and approval routing initiated

Any donor restrictions or conditions recorded in gift file

Pledge schedule recorded and payment reminders scheduled

Corporate matching gift process initiated (if applicable)

Gift acceptance committee review completed (if required)

Gift agreement or pledge form signed by donor

Payment method verified and scheduled (check, wire, card, ACH)

Donor public recognition preferences recorded (anonymous, naming, press)

Scope of Work / Use of Funds

Identify purpose(s) for which funds will be used, any programmatic restrictions, reporting requirements, and deliverables expected from Organization. If unrestricted, state "Unrestricted".

Payment Terms

Donation Amount:

Payment Schedule/Method:

Late Payment Fee or Interest (if applicable):

Term and Termination

Term Commencement Date:    Term End Date (if applicable):

Notice Period for Termination by Either Party (days):

Early Termination Consequences:

Confidentiality and Use of Donor Information

Organization will maintain donor contact and gift records in accordance with its privacy policy and applicable law. Donor information will not be sold or shared outside of Organization without prior written consent, except as required for tax acknowledgment or as required by law. Organization may disclose donor name, gift amount and donor recognition preferences in its donor listings unless Donor indicates anonymity.

Representations, Warranties and Certification

Donor represents and warrants that the information provided is true, that Donor has the authority to make the gift, and that any in-kind gifts are owned by Donor and free of liens unless disclosed. Donor further certifies that any restrictions on this gift are lawful, and that Donor will notify Organization promptly if circumstances affecting the gift change.

Governing Law and Entire Agreement

This Agreement shall be governed by and construed in accordance with the laws of the state indicated below. This Checklist and Gift Agreement constitutes the entire agreement between the Parties with respect to the subject matter hereof and supersedes all prior agreements, whether written or oral, concerning the gift and related administrative obligations.

Additional Notes / Conditions

Acknowledgment

By signing below, Donor acknowledges the accuracy of the information provided on this Checklist, accepts the terms set forth in this Agreement, and authorizes Organization to act consistent with the donor preferences and administrative determinations indicated herein. Organization confirms receipt procedures and agrees to apply funds in accordance with any recorded restrictions.

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