A donor agreement is more than paperwork. It's the foundation for successful stewardship, easier fund administration, and stronger donor relationships.

In this fast-paced session, discover practical tips for creating donor agreements that honor donor intent while giving your institution the flexibility needed to maximize impact. Learn how stronger agreement language can reduce administrative headaches, simplify scholarship management, improve reporting, and build the trust that leads to future giving.

While examples will focus on scholarships, the strategies shared can be applied across fellowships, athletics, programs, facilities, and other philanthropic initiatives. You'll learn how to craft agreements that clearly capture donor intent while providing flexibility when a student, project, or opportunity doesn't perfectly align with a donor's original preferences. Better agreements make it easier to steward funds responsibly, demonstrate impact, communicate meaningful outcomes back to donors, and navigate real-world funding scenarios with confidence.

You'll learn:

• Common donor agreement pitfalls to avoid
• How to balance donor intent with institutional flexibility
• Ways to make stewardship and impact reporting easier
• Techniques for creating agreements that support long-term donor satisfaction and future giving