From Intent to Gift Agreement: How Fundraisers and Advancement Services Partner to Maximize Donor Impact
9:30 AM - 10:30 AM CT
Speaker(s): Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign
Interdisciplinary Elective
What does it take to turn a donor’s intent into a clear, actionable, and compliant gift agreement? This session explores the critical collaboration between fundraisers and advancement services in structuring agreements that honor donor goals while protecting institutional integrity. Attendees will learn what makes a strong gift agreement, gain clarity on each team’s role, and hear real-world stories illustrating how shared understanding leads to better outcomes - for donors and the institution.