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To Infinity and Beyond: Drafting Gift Agreements that Will Stand the Test of Time

April 8 @ 11:30 am - 1:00 pm

A well-drafted gift agreement doesn’t just address the circumstances when a donor makes a gift – it also takes into account the donor’s long-term intent, the current and future needs of the institution, and the relevant legal standards that govern institutional management of gift funds. This presentation will cover all of the essential elements of a comprehensive gift agreement, one that an organization can effectively implement during the donor’s lifetime, when circumstances change so that implementation becomes impractical, and when the donor is no longer available to consult or consent to changes. Real-life examples will highlight best practices and the unfortunate consequences when a gift agreement is poorly written or missing essential information.

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Marcia Inger Navrátil

Director of Gift Planning Services
University of Texas System

Marcia is the Director of Gift Planning Services for University of Texas System. In this role, Marcia collaborates with and advises advancement and development colleagues across the UT System campuses in their work with donors and professional advisors on planned and complex gifts.

Prior to joining UT System, was on the Gift and Estate Planning team at The University of Texas at Austin, where she served as Director of Gift Planning from 2009-2014, and Interim Executive Director from 2014-2015. At UT Austin, Marcia worked with donors and their professional advisors to develop charitable gifts that met the donor’s philanthropic, personal, and financial goals, as well as requiring some measure of tax, legal, or financial planning. Her work included charitable gift and tax issues related to estates, trusts, life income gifts such as charitable gift annuities and charitable remainder trusts, real estate, oil, gas, and mineral interests, closely held companies, and other complex gift arrangements. Marcia also advised and served UT Austin’s colleges, schools, and non-academic units on issues related to charitable gift planning.

Prior to her work in Gift Planning, Marcia served as the Chief Development Officer for the Texas Advanced Computing Center at UT Austin, and as an Assistant Director of Development at the University of Virginia. She also worked as an associate with the law firm of Morgan, Lewis, and Bockius in Philadelphia. Marcia earned both her law degree and her bachelor’s degree in Art History from the University of Virginia.

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Details

Date:
April 8
Time:
11:30 am - 1:00 pm
Event Category:

Venue

Truluck’s
400 Colorado St.
Austin, TX 78701 United States
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