Gift Description
Clearly state the gift type, amount, schedule, or detailed description of in-kind property including serial numbers or appraisals when applicable.
A written donor agreement clarifies legal rights and obligations, preserves donor intent, supports IRS substantiation for tax deductions, and reduces disputes over use of funds or property. It also documents any privacy or HIPAA-related handling of donor information.
Hospitals, health systems, medical foundations, and donors use donor agreements to document charitable gifts and related conditions.
Development staff, gift officers, legal counsel, and donors review and retain executed agreements for compliance and tax substantiation.
Clearly state the gift type, amount, schedule, or detailed description of in-kind property including serial numbers or appraisals when applicable.
Specify any donor-imposed restrictions or designated use, reporting requirements, and timeframe or conditions that trigger reversion or re-designation.
Define payment method, installment schedule, accepted currencies, pledge enforcement, and remedies for nonpayment or bankruptcy of donor.
Include the contemporaneous written acknowledgement language required for IRS substantiation for gifts of $250 or more and donor receipt procedures.
State whether donor data includes protected health information, how it will be handled, and whether a Business Associate Agreement (BAA) applies.
Describe how the agreement may be amended, any revocation rights, and the effect of changes on restricted gifts and recognition.
| Field | Configuration | Action | Setting |
|---|---|
| Signature Field Setup | Required; automatically capture signer name and date |
| Donor Email Capture | Required; used for receipt and completed copy delivery |
| Conditional Restrictions Field | Show only when donor selects 'restricted gift' |
| Acknowledgement Letter | Auto-generate PDF receipt after final signature |
Ensure the platform can provide HIPAA compliance via a Business Associate Agreement if donor data includes protected health information, and confirm audit trail, access controls, and export capabilities for recordkeeping.
Provide contemporaneous written acknowledgement for gifts $250+ per IRS rules
Issue receipts before donor files tax return for that year
Record installment dates and follow up on missed payments
Specify any donor revocation rights and effective dates
Allow organization 7–21 business days to finalize receipt
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varied by plan | Varied by plan | Varied by plan |