Donor Agreement Contract Template for New Zealand

1. Conditional Requirements: Used when the donation is subject to specific conditions that must be met

2. Return of Funds: Include when there are circumstances under which the donation must be returned

3. Intellectual Property Rights: Required when the donation involves or affects intellectual property

4. Naming Rights: Include when the donation comes with naming rights for buildings, programs, or facilities

5. Multiple Payment Installments: Used for donations that are paid over time rather than as a single payment

6. Donor Advisory Rights: Include when the donor retains certain advisory privileges regarding the use of funds

7. Confidentiality: Required when specific aspects of the donation must remain confidential

8. Investment Guidelines: Include for endowment gifts or donations that require specific investment management

1. Schedule 1: Payment Schedule: Detailed breakdown of payment amounts and dates for multiple installment donations

2. Schedule 2: Asset Description: Detailed description of donated assets (for non-monetary donations)

3. Schedule 3: Recognition Requirements: Specific details about how the donor will be recognized and acknowledged

4. Schedule 4: Reporting Template: Template for required periodic reports on donation use

5. Appendix A: Due Diligence Documentation: Copies of relevant due diligence documents and compliance certificates

6. Appendix B: Tax Documentation: Relevant tax forms and certificates

7. Appendix C: Investment Policy: Detailed investment guidelines for endowment gifts

8. Appendix D: Project Plan: Detailed plan for how the donated funds will be used in specific projects