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A Donation Agreement puts the terms of a charitable gift in writing, protecting both the donor and recipient organization under Canadian law. It spells out exactly what's being donated - from cash and securities to real estate or artwork - along with any conditions the donor wants to attach to their gift.

These agreements are essential for registered charities and non-profits across Canada, helping them document major gifts for tax receipting and compliance with CRA requirements. The agreement covers key details like payment timing, donor recognition, gift restrictions, and how the donation will be used - making sure everyone's expectations are clear and legally binding.

Use a Donation Agreement when your Canadian charity or non-profit receives significant gifts, especially those over $5,000 or involving complex terms. These agreements become particularly important for donations of property, artwork, or restricted funds where the donor specifies how their gift must be used.

A formal agreement makes sense when donors request special recognition, want to structure their gift over time, or need specific documentation for tax purposes. Many organizations use them for all major gifts to ensure clear expectations, maintain CRA compliance, and protect both parties if questions arise about the donation's terms or use later.

• Donor Agreement: Basic template for straightforward, one-time monetary donations with standard terms
• Charitable Pledge Agreement: Used for future or installment-based commitments, outlining payment schedules and conditions
• Charitable Gift Agreement: Detailed agreement for complex donations like property or securities, including specific handling instructions
• Donor Donee Agreement: Comprehensive version covering both parties' obligations, often used for restricted gifts with specific usage requirements

• Registered Charities: Act as recipients, ensuring donations align with their charitable purposes and CRA requirements
• Individual Donors: Make gifts while specifying terms, conditions, and recognition preferences
• Corporate Donors: Structure charitable contributions as part of their corporate social responsibility programs
• Legal Counsel: Draft and review agreements to protect both parties' interests and ensure tax compliance
• Foundation Boards: Review and approve significant gift agreements on behalf of recipient organizations
• Financial Advisors: Help structure donations to maximize tax benefits and align with donors' estate planning

• Donor Details: Collect full legal names, contact information, and tax registration numbers for all parties
• Gift Specifics: Document exact description of donation, valuation method, and delivery timeline
• Usage Terms: Define any restrictions on how the donation can be used or displayed
• Recognition Plans: Detail any naming rights, public acknowledgment, or donor recognition requirements
• Payment Structure: Outline payment schedule for pledges or installment-based gifts
• Tax Documentation: Confirm requirements for charitable receipts and CRA compliance
• Template Selection: Use our platform to generate a legally-sound agreement that includes all required elements

• Parties and Capacity: Full legal names and addresses of donor and recipient organization
• Gift Description: Clear identification of donated property, assets, or funds
• Transfer Terms: Specific conditions and timing of the donation transfer
• Usage Conditions: Any restrictions or requirements on how the gift must be used
• Tax Provisions: Statements about charitable receipts and CRA compliance
• Recognition Terms: Details of any donor acknowledgment or naming rights
• Governing Law: Specification that Canadian law applies to the agreement
• Revocation Terms: Conditions under which the gift may be returned or redirected

While both serve important purposes in Canadian organizations, a Donation Agreement differs significantly from an Agency Agreement. Let's explore the key distinctions to help you choose the right document for your situation.

• Purpose and Intent: Donation Agreements facilitate charitable gifts and establish terms for philanthropic contributions, while Agency Agreements create business relationships where one party acts on behalf of another
• Tax Implications: Donation Agreements typically include charitable tax receipt provisions and CRA compliance elements, whereas Agency Agreements focus on commercial compensation and business tax considerations
• Party Relationships: Donation Agreements involve donors and charitable organizations in a one-way transfer of assets, while Agency Agreements establish ongoing, two-way business relationships with mutual obligations
• Legal Framework: Donation Agreements operate under charitable giving laws and CRA regulations, while Agency Agreements fall under commercial and contract law