Forms & sample documents

You will find resources on this page which will support your client contact with regard to planning their charitable giving.


Sample Gift Agreement

This sample gift agreement illustrates the typical areas covered in and also confirms the legal establishment of the agreement between your client and the Foundation Trustees.



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Download Sample Gift Agreement
Sample Gift Aid Declaration
This document provides your client and the Foundation with the correct declaration, basic personal details and signature in order to maximise on the Gift Aid opportunity.
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Download Sample Gift Aid Declaration

Forms & sample documents