Endowments and More

2022
Authors: Nate Lotze and Andrew M. Loza
Endowments and quasi-endowments help organizations establish long-term financial stability. This guide explains the basics; provides links to resources that address creating, managing, and fundraising for these funds; and describes the practices of 10 land trusts. WeConservePA guide. 6 pages.
Last Modified
Nov 19, 2022
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2185 times

No Strings Attached

2001
Authors: Ken Hoffman
This brief argument against the use of restricted gifts originally appeared in Third Sector on August 9, 2001.
Last Modified
Aug 28, 2015
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4062 times

Restricted Gifts: Issues to Consider Before Making or Taking a Gift for a Specific Purpose

2022
Can a gift to a charity be used as best judged by that charity? Or does it come with restrictions? Both the donor and donee need to be aware of the issues raised by restricting a gift of cash, land, or other property to a particular purpose rather than an organization’s general purposes. WeConservePA guide. 11 pages.
Last Modified
Oct 21, 2022
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4312 times

The Restricted Gift Life Cycle, or What Comes Around Goes Around

2007
Authors: John K. Eason
Organizations/Sources: Fordham Law Review
Excerpt from the introduction: "A given donor's interests become more pronounced, or at least her objectives become more particularly identifiable, when the donor makes her contribution in the form of a restricted gift. A restricted gift is one with respect to which the donor has specified certain terms and conditions that are to govern the administration and/or application of the gifted assets. The donor's interests, in this regard, include a general desire "[t]o be assured [that her] gifts will be used for the purpose for which they were given." The overriding issue is thus one of honoring donor intent. As time passes after the inception of the gift, the issue is often less favorably characterized as one of enduring and potentially unwise dead-hand control." 41 pp.
Last Modified
Sep 10, 2015
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4241 times

University of Texas Gift Agreement

Sample gift agreement that can be adapted by land trusts to use for cash donations to fund a particular project. Includes provision regarding naming a place after the donor.
Last Modified
Mar 19, 2018
Viewed
1975 times

University of Virgina Gift Agreement

Sample gift agreement for cash donations that can be adapted and modified by conservation organizations.
Last Modified
Mar 19, 2018
Viewed
1751 times