Gift Agreement Form
Use a Gift Agreement Template template to make your document workflow more streamlined.
What a Gift Agreement Form records
A Gift Agreement Form records a donor’s transfer of money, property, securities, or another asset to a recipient and states the conditions attached to that gift. It identifies the donor and recipient, describes the asset, records value or delivery information, and specifies restrictions, acknowledgments, approvals, and signatures. A nonprofit, school, foundation, or other recipient can use the signed agreement to document intent and acceptance. Upload the form to signNow, complete its fields, route it to the required parties, and preserve the signed copy with an audit trail.
Who uses a Gift Agreement Form
Donors
Individuals and organizations use a Gift Agreement Form to document donated money, property, securities, or other assets, including donor intent, recipient details, restrictions, valuation, delivery terms, and acknowledgment requirements.
Recipients
Charities, universities, religious organizations, and nonprofits use Gift Agreement Form records to confirm acceptance, document restricted gifts, coordinate approvals, and preserve evidence for accounting, stewardship, and donor communications.
How the Gift Agreement Form works
Complete the donor, recipient, gift, restriction, and acknowledgment details before routing the agreement for signatures and approval.
Upload form: Upload the Gift Agreement Form PDF to signNow. Complete fields: Review detected fields and add donor or recipient information. Assign roles: Assign signature, date, approval, and acknowledgment fields. Store record: Send, sign, and retain the completed agreement with its audit trail.
Steps to complete a Gift Agreement Form
Use this sequence to turn the Gift Agreement Form into a controlled, signed record without retyping its structure.
Upload document:
Upload the Gift Agreement Form PDF to signNow. Review fields:
Correct detected fields and enter gift details. Assign signers:
Assign donor, recipient, and approval roles. Send agreement:
Send the agreement for electronic signatures. Archive records:
Download the signed form and audit trail.
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Recommended Gift Agreement Form setup
Configure the Gift Agreement Form around signer identity, documented intent, auditability, retention, encryption, and controlled access.
| Setting | Recommendation |
|---|---|
| Authentication method | Email verification with SMS OTP for higher-risk gifts |
| Signature type | Typed or drawn electronic signature with intent |
| Audit trail | Enable signNow audit trail and completion certificate |
| Document retention | Three years from filing under IRC §6501(a) |
| Encryption | TLS 1.2/1.3 in transit and AES-256 at rest |
Key features for Gift Agreement Form
signNow combines field preparation, role-based routing, electronic signatures, audit evidence, reusable templates, and connected storage for gift documentation.
Field detection
Automatic field detection helps identify existing donor, recipient, date, amount, restriction, and signature areas after upload, while allowing the sender to correct or add fields before routing the agreement.
Role assignment
Assign separate roles to donors, recipient representatives, witnesses, and internal approvers so each person completes only the fields relevant to the Gift Agreement Form.
Audit trail
signNow records signing actions, timestamps, and document history, giving the organization a consolidated evidence record alongside the completed Gift Agreement Form.
Reusable template
Reuse an approved Gift Agreement Form template for recurring donations while preserving consistent language, required fields, restrictions, and approval routing across transactions.
Mobile signing
Review and sign from desktop or mobile apps, helping donors and authorized recipients complete the agreement without coordinating a paper exchange.
Connected storage
Connect completed gift agreements with Google Drive, Box, Egnyte, or other named signNow integrations for controlled storage and downstream records management.
Gift Agreement Form record-keeping practices
Preserve the agreement, supporting schedules, consent evidence, approvals, and audit trail together so the gift’s terms remain understandable and reproducible.
Identify every party and transferred asset
Describe restrictions and acceptance authority
Export the audit trail and secure archival copy
Apply the correct tax-record retention period
Platform requirements for the form
Complete the Gift Agreement Form in signNow through Chrome, Firefox, Safari, or Edge on Windows or macOS. signNow also provides mobile apps for iOS and Android, allowing authorized users to review and sign from supported phones or tablets.
Browsers Chrome, Firefox, Safari, Edge Desktop systems Windows and macOS desktops Mobile apps iOS and Android apps
Organizations handling donor information should use managed Windows, macOS, iOS, or Android devices, current browser security updates, and role-based account access. Connect signNow with Google Drive, Box, Egnyte, or an organization’s approved repository only after confirming retention, access, and export controls.
Security for Gift Agreement Form records
Data encryption:
Security assurance:
Information security:
Electronic signatures:
Protected information:
Privacy controls:
Gift Agreement Form troubleshooting
Resolve field, consent, plan, legal-scope, and record-retention questions before distributing a completed Gift Agreement Form.
A Gift Agreement Form can generally be signed electronically when the donor and recipient intend to sign, consent to electronic records, and the record can be retained and reproduced. ESIGN, 15 U.S.C. §§ 7001–7031, and applicable state law provide the framework; confirm special requirements with counsel.
Upload the agreement to signNow, then review the fields created by automatic detection. Add or correct donor, recipient, gift description, value, restrictions, dates, signatures, and acknowledgment fields before sending it for completion.
The signNow Business plan is listed at $8/user/month when billed annually and includes templates, audit trails, and mobile apps. Business Premium is $15/user/month annually and adds bulk send, which can help distribute repeated gift agreements.
For consumer-facing electronic records, ESIGN 15 U.S.C. §7001(c) requires disclosures about paper records, electronic access, and withdrawing consent. Obtain the required consent before sending a Gift Agreement Form electronically to a consumer.
A Gift Agreement Form should not replace a will, codicil, testamentary trust, court order, or family-law decree. ESIGN excludes these categories, so obtain the required paper, notarized, witnessed, or court-specific document instead.
After signing, signNow preserves the completed document and audit trail, including signing events and timestamps. Export the record and retain it under the organization’s policy and applicable rules, such as IRC §6501(a) for relevant federal tax records.
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