Transcription of Drafting Issues for Restricted Gift Agreements …
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Drafting Issues for Restricted Gift Agreements …
IMAGINE CANADA: CHARITY TAX TOOLS 2014 January 28, 2014 Drafting Issues for Restricted gift Agreements including Endowments By Terrance S. Carter, , , TEP, Trade-mark Agent 1-877-942-0001 2014 Carters Professional Corporation 2 OVERVIEW Between an Unrestricted and a Restricted Charitable gift Types of Restricted Charitable Gifts Provisions Should be Considered When Drafting a Restricted Charitable Purpose Trust? in Managing Restricted Charitable Gifts 3 INTRODUCTION This presentation highlights Issues that charities should consider when Drafting Restricted testamentary gifts (wills) or Restricted inter vivos (live) gift Agreements The key element of both is the establishment of the restriction The restriction can relate to either how the gift is used or the time when it is applied A charity that accepts a gift subject to a restriction is legally bound by that rest
IMAGINE CANADA: CHARITY TAX TOOLS 2014 January 28, 2014 Drafting Issues for Restricted Gift Agreements Including Endowments By Terrance S. Carter, B.A., LL.B., TEP, Trade-mark Agent
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