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Are You a Good Gift or a Bad Gift? Legal and Practical Issues in Charitable Gifts to Colleges and Universities

The work of higher education fundraising professionals has grown increasingly complex in light of sophisticated donor expectations and a rise in formal gift agreements. This trend has resulted in a growing role for counsel as a legal advisor, risk analyst, and strategic thought partner for colleagues in philanthropy and donor relations roles. It has also highlighted the importance of a strong working relationship between counsel and campus fundraising colleagues.
Join us to benefit from the expertise of public and private university counsel, as well as the essential perspective of a senior advancement professional, and gain valuable information for handling the challenges being confronted by higher education development offices. The program will employ examples from sample gift agreements to spot important issues and cover topics such as:

  • The role of counsel and fundraising professionals in balancing risks and benefits posed by gifts to the institution
  • Appropriately limiting the involvement of donors in funded programs and other internal operations
  • Legally managing donor-imposed restrictions or preferences aimed at specific groups, including gifts of scholarship funds involving race, gender, and other preferences
  • Approaches for negotiating and retaining flexibility on naming rights and addressing the “in perpetuity conundrum”
  • Specific terms and important factors in unwinding and altering gift agreements
Who Should Attend?
This webinar will be of interest to in-house and outside counsel to colleges and universities, higher education business and finance administrators, and professionals in development, philanthropy, fundraising, and donor relations roles.