Quality assurance in gift agreements

Serena R. Livingston
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Serena R. Livingston: Director of Gift Administration, Recording Secretary, Rhode Island School of Design, Institutional Advancement, USA

Journal of Education Advancement & Marketing, 2022, vol. 7, issue 3, 249-260

Abstract: This article provides a comprehensive view of the components needed in fundraising to produce gift agreements that satisfy the requirements of the institution and the donor. Quality assurance in gift agreements encompasses both processes and people. The purpose of a gift agreement is to outline the terms of a charitable gift and how it is to be administered. This paper provides clarity for a framework to define the key elements of gift agreements, outline the process, involve the right stakeholders and execute high quality gift agreements as part of a holistic and collaborative programme of gift cultivation, solicitation, administration and stewardship. The best practices, guidelines, templates and workflows detailed in the paper can be adapted by any size fundraising department.

Keywords: Gift agreements; workflows; gift guidelines; gift administration; major gifts; donor experience (search for similar items in EconPapers)
JEL-codes: M3 (search for similar items in EconPapers)
Date: 2022
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Persistent link: https://EconPapers.repec.org/RePEc:aza:jeam00:y:2022:v:7:i:3:p:249-260

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