Thursday, November 12, 2026 | 4pm to 6pm
Drafting For Tomorrow: Gift Restriction Fundamentals
Victoria Bejarano Muirhead, Attorney
Stoel Rives LLP
As a planned giving officer, you are tasked with securing commitments for gifts that will not arrive at your organization for many years. Doing so requires balance of donors’ current desires and intent with the future needs of the organization. Learn more about how to draft gift restrictions in a way that honors donor intent while providing your organization with flexibility to adapt, and learn more about what can be done when your organization receives a surprise gift saddled with restrictions that will make administration challenging.
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