sending a donation letter template

Charitable Contribution Agreement and Solicitation Letter

Instructions for Use

• Fill in all bracketed fields with the specific details of your organization and the donor's information.
• Ensure that your organization’s tax-exempt status (e.g., 501(c)(3)) is verified and included in the header or footer to maintain compliance with solicitation disclosure requirements.
• Print this document on official organization letterhead and have an authorized representative sign it before delivery to the donor.

Parties and Definitions

This Charitable Contribution Agreement ("Agreement") is entered into as of [Date] by and between [Organization Name], a [State of Incorporation] non-profit organization with its principal place of business at [Organization Address] ("Donee"), and [Donor Name], located at [Donor Address] ("Donor").

Operative Clauses

1. Purpose of Contribution. The Donor intends to provide a charitable contribution to the Donee in the amount of $[__________] (the "Contribution").

2. Designation of Funds. [ ] The Contribution is unrestricted and may be used for the general operations and charitable purposes of the Donee. [ ] The Contribution is restricted for the following specific program or project: [__________].

3. Tax Acknowledgement. The Donee represents that it is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. The Donee shall provide the Donor with a written receipt confirming the amount of the Contribution and stating whether any goods or services were provided in exchange for the Contribution, as required by applicable tax laws.

4. Publicity and Recognition. [ ] The Donor grants permission for the Donee to publicly acknowledge the Donor’s name in annual reports, donor walls, or marketing materials. [ ] The Donor requests to remain anonymous and prohibits the public disclosure of their identity in relation to this Contribution.

5. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of [State].

6. Entire Agreement. This document constitutes the entire understanding between the parties regarding the Contribution and supersedes all prior discussions or representations.

Signature and Acknowledgment

Donee (Authorized Representative):

Signature: __________ Printed Name: [Name of Representative] Title: [Title] Date: [Date]

Donor:

Signature: __________ Printed Name: [Name of Donor] Date: [Date]

Legal Disclaimer: This document is a general framework and does not constitute formal legal advice. Laws regarding charitable solicitations and tax-deductible contributions vary significantly by jurisdiction. Please consult with qualified legal counsel or a tax professional to ensure compliance with all federal, state, and local regulations.