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Donor Donee Agreement

Donor Donee Agreement Template for Canada

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Key Requirements PROMPT example:

Donor Donee Agreement

"I need a Donor Donee Agreement for a $500,000 cash donation to a registered Canadian charity, with quarterly installments starting March 2025, including standard tax receipt provisions and basic donor recognition terms."

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Document background
The Donor Donee Agreement is a crucial document used in Canadian jurisdictions to formalize charitable, educational, or personal giving arrangements. This agreement type is essential when significant assets or funds are being transferred as a gift, particularly when tax implications, specific use restrictions, or recognition terms need to be documented. The agreement ensures compliance with Canadian federal and provincial regulations, including the Income Tax Act, charitable organization requirements, and anti-money laundering legislation. It's commonly used by charitable organizations, educational institutions, and private donors who need to establish clear terms for their gifts while securing tax benefits and ensuring their philanthropic intentions are properly documented and executed.
Suggested Sections

1. Parties: Identifies and provides full details of the Donor and Donee, including legal names, addresses, and registration numbers for charitable organizations

2. Background: Sets out the context of the donation, including the Donee's charitable status if applicable, and the Donor's general intent

3. Definitions: Defines key terms used throughout the agreement

4. Gift Details: Specifies the nature, value, and description of the donation (monetary, property, or other assets)

5. Delivery and Transfer: Details the method and timing of the gift transfer

6. Donor Representations: Donor's confirmations regarding ownership, authority to give, and source of funds

7. Donee Representations: Donee's confirmations regarding authority to accept, charitable status if applicable, and intended use of donation

8. Tax Receipting: Obligations regarding the issuance of charitable tax receipts and related documentation

9. Privacy and Confidentiality: Provisions for handling personal information and any confidentiality requirements

10. General Provisions: Standard legal provisions including governing law, amendments, and notices

Optional Sections

1. Donor Recognition: Terms regarding public acknowledgment of the donation, naming rights, or other forms of recognition - used when the donor requests specific recognition

2. Restricted Purpose: Specific terms regarding how the donation must be used - included when the donor places conditions on the use of the gift

3. Return of Gift: Conditions under which the gift may be returned - included for conditional gifts or where required by specific circumstances

4. Gift Administration: Details of how the gift will be managed, particularly for endowments or complex financial instruments

5. Reporting Requirements: Obligations to report on the use of the gift - included for large donations or where ongoing oversight is required

6. Tax Matters: Detailed tax provisions - included for complex donations with significant tax implications

7. Dispute Resolution: Specific dispute resolution procedures - included for large or complex donations

Suggested Schedules

1. Schedule A - Gift Description: Detailed description of the gift, particularly important for non-monetary donations

2. Schedule B - Delivery Schedule: Timeline and details for phased or complex gift transfers

3. Schedule C - Recognition Terms: Detailed terms of donor recognition if applicable

4. Schedule D - Investment Policy: Investment guidelines for endowment gifts

5. Appendix 1 - Valuation Report: Independent valuation of non-monetary gifts

6. Appendix 2 - Due Diligence Documentation: Required documentation for compliance with anti-money laundering regulations

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions






























Clauses


























Relevant Industries

Charitable & Non-Profit

Education

Healthcare

Arts & Culture

Religious Organizations

Environmental Conservation

Social Services

Research & Development

Public Administration

Private Wealth Management

Relevant Teams

Legal

Finance

Development

Donor Relations

Compliance

Tax

Wealth Management

Gift Planning

Corporate Social Responsibility

Grant Administration

Relevant Roles

Charitable Giving Officer

Development Director

Gift Planning Manager

Legal Counsel

Tax Advisor

Wealth Manager

Foundation Executive

Non-Profit Administrator

Philanthropic Advisor

Estate Planning Attorney

Corporate Social Responsibility Manager

Chief Financial Officer

Fundraising Manager

Grant Administrator

Compliance Officer

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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