[{"data":1,"prerenderedAt":518},["ShallowReactive",2],{"document-deed-of-trust-donation-D986":3},{"document":4,"label":23,"preview":11,"thumb":24,"thumb600":25,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":26,"breadcrumb":30,"related":36,"customDescModule":179,"customdescription":6,"mdFm":180,"mdProseHtml":517},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":15,"keywords":22},"DEED OF TRUST This Deed of Trust (the \"Agreement\") is effective [DATE], BETWEEN: [DONOR NAME] (the \"Donor\"), an individual with his main address located at: [YOUR COMPLETE ADDRESS] AND: [FIRST TRUSTEE NAME] (the \"First Trustee\"), an individual with his main address located at: [COMPLETE ADDRESS] AND: [SECOND TRUSTEE NAME] (the \"Second Trustee\"), an individual with his main address located at: [COMPLETE ADDRESS] WHEREAS the Donor desires to make provision for the welfare and benefit of the persons named in sub-paragraph 3.3 of Article 3 and for this purpose has determined to constitute a trust patrimony and appoint the parties hereto of THE SECOND PART and their successors as Trustees to receive the Trust Property hereinafter mentioned, to be held by them in trust and administered as hereinafter set forth; AND WHEREAS the Trustees have agreed to act as Trustees under the terms hereof and to hold the said property and any other monies, securities, property and assets, forming part of the Trust Property on and subject to the Trust hereinafter declared; NOW THEREFORE THIS INDENTURE WITNESSETH: ARTICLE 1 1.1 The Donor by these presents constitutes a trust patrimony to be known by the name set out in Article 12 (herein referred to as the \"Trust\") and appropriates, transfers and delivers as an irrevocable donation inter vivos unto the Trustees the sum of [AMOUNT] in trust for the welfare and benefit of the Beneficiaries named in sub-paragraph 3.3 of Article 3 as hereinafter set forth which property the Trustees acknowledge to have received at the execution hereof and accept for the benefit of the Beneficiaries. 1.2 The Trustees agree to administer the sum of [AMOUNT] and any additional property of any nature and kind which such trust patrimony may acquire as part of the Trust Property for the purposes and upon the terms and conditions herein set forth. ARTICLE 2 2.1 The Trust Property shall be held, administered, dealt with and disposed of by the Trustees in trust, upon the trust and for the purposes hereinafter set forth (for the benefit of the Beneficiaries). 2.2 The Trustees shall invest and keep invested the Trust Property in the manner as hereinafter set forth. Until the Final Distribution Date, the Trustees may, in their absolute and unfettered discretion, pay any amount or amounts out of the Net Annual Income derived from the Trust Property to or for the benefit of anyone or more of the Beneficiaries at such time or times, in such proportion or proportions, and in such manner as the Trustees, in their absolute and unfettered discretion, shall determine. In making any such payments of the Net Annual Income, the Trustees may, in their absolute and unfettered discretion, completely exclude any one or more of the Beneficiaries. The Trustees shall accumulate any amount or amounts of the Net Annual Income derived from the Trust Property and not paid over to or for the benefit of any one or more of the Beneficiaries and shall add such amount or amounts of the Net Annual Income derived from the Trust Property and not paid to or for the benefit of any one or more of the Beneficiaries to the capital of the Trust Property. 2.3 In addition to the payments of income, the Trustees may, in their uncontrolled discretion, pay, from time to time, out of the capital of the Trust Property, such amount or amounts as the Trustees may consider advisable for the care, comfort, support, maintenance, general welfare, basic or advanced education, business or professional requirements, investment opportunities or expenses and any accident, sickness or emergency of or affecting any of such Beneficiaries. 2.4 The capital of the Trust Property, including any amounts which may have become capitalized in the manner set forth hereinafter, shall be distributed by the Trustees on the Final Distribution Date to or for the benefit of any one or more of the Beneficiaries in such proportion or proportions and in such manner as the Trustees, in their absolute and unfettered discretion, shall determine and the Trustees shall thereupon be and become finally released and discharged hereunder; when so paying or transferring the whole of the Trust Property then remaining in their hands, the Trustees may, in their absolute and unfettered discretion, completely exclude any one or more of the Beneficiaries. ARTICLE 3 In this deed where the context so admits the following expressions bear the following respective meanings, that is to say: 3.1 \"the Trustees\" mean the Trustees named herein or any other Trustee or Trustees validly appointed as a replacement thereof; 3.2 \"the Trust Property\" shall consist of and mean the said sum of [AMOUNT] delivered to the Trustees as aforesaid together with all amounts accumulated by the Trustees and such additional property and assets, real or personal, moveable or immoveable, which the Donor and/or any other person or persons, company or companies, trust or trusts may at any time and from time to time with the approval of the Trustees pay, transfer, lend, assign or convey into the name or under the legal control of the Trustees to be held upon the Trust herein contained or which may at any time hereafter in any other manner become subject to the Trust hereof and shall include any and all property and assets, real or personal, in which the same may be invested by the Trustees or into which the same may be converted by the Trustees, at any time or from time to time, as well as any additions or accretions thereto; 3.3 \"Beneficiaries\" mean and include the following persons, that is to say: 3.3.1 [Son/Daughter] of the Donor, with representation, per stirpes, in favor of the issue of [Son/Daughter/Wife/Husband] in the event that Donor dies during the term of this Trust (and in the latter case, the issue of [Son/Daughter/Wife/Husband] shall for the purposes hereof be deemed to be a single Beneficiary); 3.3.2 [Son/Daughter] of the Donor, with representation, per stirpes, in favor of the issue of [Son/Daughter/Wife/Husband] in the event that Donor dies during the term of this Trust (and in the latter case, the issue of [Son/Daughter/Wife/Husband] shall for the purposes hereof be deemed to be a single Beneficiary); 3.3.3 wife of the Donor; 3.3.4 the Donor; and 3.3.5 in the event that none of the Beneficiaries described in sub-paragraphs (i), (ii)., (iii) and (iv) hereinabove are alive on the Final Distribution Date, such charity or charities and/or research fund or research funds as the Trustees may in their absolute and uncontrolled discretion decide provided, however, that each such charity shall then be a registered charity within the meaning of the Income Tax Act, [COUNTRY]; 3.4 \"Net Annual Income\" means, for any particular fiscal period of the trust, 3.4.1 all of the income derived from the Trust Property less the aggregate of 3.4.2 any and all expenses incurred or payable in respect of or to protect the Trust Property or incurred or payable in connection with the management and administration of the Trust herein contained, as determined by the Trustees to be chargeable to income, 3.4.3 such further or other sums in each year as the Trustees in their absolute and uncontrolled discretion consider to be proper allowances, reserves, deductions, disbursements, or outgoings in accordance with generally accepted accounting principles, and 3.4.4 without limiting the generality of the foregoing, such sums in each year as the Trustees shall in their absolute and uncontrolled discretion consider necessary and advisable from time to time as being on account of depletion, deterioration or obsolescence of any of the assets of the Trust Property. 3.5 The terms \"income\" and \"capital\" herein shall be interpreted in accordance with generally accepted accounting principles and without reference to the provisions of the Income Tax Act, [COUNTRY] or the Taxation Act, [STATE/PROVINCE]. 3",null,"Deed of Trust Donation","10",80,"doc","https://templates.business-in-a-box.com/imgs/1000px/deed-of-trust_donation-D986.png","https://templates.business-in-a-box.com/imgs/250px/986.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#986.xml",{"title":6,"description":6},[16,19],{"label":17,"url":18},"Legal Agreements","/templates/business-legal-agreements/",{"label":20,"url":21},"Deeds","/templates/deed/","deed trust donation","Deed of Trust Donation Template","https://templates.business-in-a-box.com/imgs/400px/986.png","https://templates.business-in-a-box.com/imgs/600px/986.png",[27,16,19],{"label":28,"url":29},"Templates","/templates/",[31,32,33],{"label":28,"url":29},{"label":17,"url":18},{"label":34,"url":35},"Personal & Estate Legal","/templates/personal-and-estate-legal/",[37,41,45,49,53,57,61,65,69,73,77,81,85,103,121,137,152,165],{"label":38,"url":39,"thumb":40,"extension":10},"Assignment of Deed of Trust","/template/assignment-of-deed-of-trust-D975","https://templates.business-in-a-box.com/imgs/250px/975.png",{"label":42,"url":43,"thumb":44,"extension":10},"Debentures and Trust Deed","/template/debentures-and-trust-deed-D466","https://templates.business-in-a-box.com/imgs/250px/466.png",{"label":46,"url":47,"thumb":48,"extension":10},"Share Donation Agreement","/template/share-donation-agreement-D341","https://templates.business-in-a-box.com/imgs/250px/341.png",{"label":50,"url":51,"thumb":52,"extension":10},"Declaration of Trust","/template/declaration-of-trust-D93","https://templates.business-in-a-box.com/imgs/250px/93.png",{"label":54,"url":55,"thumb":56,"extension":10},"Voting Trust Agreement","/template/voting-trust-agreement-D926","https://templates.business-in-a-box.com/imgs/250px/926.png",{"label":58,"url":59,"thumb":60,"extension":10},"Assignment for Deed","/template/assignment-for-deed-D974","https://templates.business-in-a-box.com/imgs/250px/974.png",{"label":62,"url":63,"thumb":64,"extension":10},"Deed Of Conveyance","/template/deed-of-conveyance-D12693","https://templates.business-in-a-box.com/imgs/250px/12693.png",{"label":66,"url":67,"thumb":68,"extension":10},"Deed of Discharge","/template/deed-of-discharge-D980","https://templates.business-in-a-box.com/imgs/250px/980.png",{"label":70,"url":71,"thumb":72,"extension":10},"Gift Deed","/template/gift-deed-D13517","https://templates.business-in-a-box.com/imgs/250px/13517.png",{"label":74,"url":75,"thumb":76,"extension":10},"Mortgage Deed","/template/mortgage-deed-D988","https://templates.business-in-a-box.com/imgs/250px/988.png",{"label":78,"url":79,"thumb":80,"extension":10},"Quitclaim Deed","/template/quitclaim-deed-D394","https://templates.business-in-a-box.com/imgs/250px/394.png",{"label":82,"url":83,"thumb":84,"extension":10},"Warranty Deed","/template/warranty-deed-D993","https://templates.business-in-a-box.com/imgs/250px/993.png",{"description":86,"descriptionCustom":6,"label":87,"pages":88,"size":89,"extension":10,"preview":90,"thumb":91,"svgFrame":92,"seoMetadata":93,"parents":95,"keywords":94,"url":102},"RESTRICTED STOCK PURCHASE AGREEMENT This Restricted Stock Purchase Agreement (the \"Agreement\") is effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE] with its head office located at: [YOUR COMPLETE ADDRESS] AND: [SECOND PARTY NAME] (the \"Founder\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, pursuant to the Subscription Agreement, the Founder subscribed for [NUMBER] Shares; and WHEREAS, as a condition to the subscription provided by the Subscription Agreement, the Founder agrees to restrict the Shares as more fully described herein. NOW THEREFORE, in consideration of the premises and of the mutual agreements contained in this Agreement, the parties hereto agree as follows: DEFINITIONS \"Business Relationship\" means service to the Company or its successor in the capacity of an employee, officer or director, or if so determined by the Board of Directors of the Company, as a consultant. \"Board of Directors\" shall mean the Board of Directors of the Company. \"Common Stock\" means the common stock, par value $.00001 per Share, of the Company, subject to adjustments pursuant to Section 6. \"Founders Agreement\" means that certain Founders Agreement dated the date hereof among the Company, the Founder and the other founders of the Company. \"Right of First Refusal\" means that certain right of refusal described in the Founders Agreement. VESTING Vesting Schedule: If the Founder has continuously maintained a Business Relationship with the Company through the vesting dates specified on the cover page hereof, as determined by the Board of Directors, Unvested Shares shall become Vested Shares (or shall \"vest\") on such dates and in an amount equal to that which is set forth on the cover page. Shares that have been so earned by continuity of the Founder's Business Relationship with the Company during the applicable period shall be regarded as \"Vested Shares,\" and Shares that have not been so earned by continuity of the Founder's Business Relationship with the Company during the applicable period shall be regarded as \"Unvested Shares.\" If the Founder's Business Relationship with the Company ceases, voluntarily or involuntarily, with or without cause, no Unvested Shares shall become Vested Shares thereafter with respect to the Founder. Any determination under this Agreement as to the status of a Business Relationship or other matters referred to above shall be made in good faith by the Board of Directors. The Board of Directors, in its discretion, may accelerate any vesting dates or waive any of the requirements for vesting. Termination of Business Relationship: For purposes hereof, the Founder's Business Relationship with the Company shall not be considered as having terminated during any leave of absence if such leave of absence has been approved in writing by the Board of Directors and if such written approval contractually obligates the Company to continue the Founder's Business Relationship with the Company after the approved period of absence; in the event of such an approved leave of absence, vesting of Unvested Shares shall be suspended (and the period of the leave of absence shall be added to all vesting dates), unless otherwise provided in the Board of Directors' written approval of the leave of absence or other waiver. For purposes hereof, a termination of the Founder's Business Relationship followed by another Business Relationship shall be deemed a termination of the Business Relationship, with all vesting to cease unless the Company, with the approval of the Board of Directors, enters into a written agreement related to such other Business Relationship in which it is specifically stated that there is no termination of the Business Relationship under this Agreement. This Agreement shall not be affected by any change of Business Relationship within or among the Company and its subsidiaries so long as the Founder continuously remains an employee, consultant, officer or director of the Company or any subsidiary of the Company. RIGHT OF REPURCHASE OF UNVESTED SHARES Transfers: The Founder may not sell, assign, transfer, pledge, hypothecate, gift, mortgage or otherwise encumber or dispose of (\"Transfer\") all or any of the Unvested Shares, or any interest therein, except to the Company (or any successor to the Company) pursuant to this section. Purchase by the Company: Upon the termination of the Founder's Business Relationship, the Founder and any Permitted Transferee shall sell to the Company (or the Company's assignee) all Unvested Shares in accordance with the procedures set forth below, unless the Board determines within 120 days of such termination not to purchase the Unvested Shares. The purchase price (the \"Original Repurchase Price\") of such Unvested Shares (the \"Repurchased Unvested Shares\") shall be the Purchase Price per Share (subject to adjustment as herein provided). Such sale shall be effected by the delivery by the Escrow Holder (as defined below in 8.1) to the Company of a certificate or certificates evidencing the Repurchased Unvested Shares, each duly endorsed for Transfer to the Company. Within 120 days following receipt thereof, the Company shall mail a check for the Original Repurchase Price to the Founder or shall cancel indebtedness owed to the Company by the Founder by written notice mailed to the Founder, or both. Upon the mailing of a check in payment of the purchase price in accordance with the terms hereof or cancellation of indebtedness as aforesaid, the Company shall become the legal and beneficial owner of the Unvested Shares being repurchased and all rights and interests therein or relating thereto, and the Company shall have the right to retain and Transfer to its own name or cancel the number of Unvested Shares being repurchased by the Company. RESTRICTIONS ON TRANSFERS Rights of First Refusal: Vested Shares may not be Transferred except in accordance with the Founders Agreement. Other Restrictions: Except for Exempt Transfers, the Founder may not at any time Transfer any Vested Shares to any individual, corporation, partnership or other entity that engages in any business activity that is in competition, directly or indirectly, with the products or services being developed, manufactured or sold by the Company. The determination of whether any proposed Transferee engages in any business activity that is in competition with those of the Company shall be made by the Board of Directors in good faith. This prohibition shall be applicable in addition to and separately from the other provisions hereof. INVESTMENT REPRESENTATION The Founder represents, warrants and acknowledges that the Founder: (i) has had an opportunity to ask questions of and receive answers from a Company representative concerning the terms and conditions of this investment; (ii) is acquiring the Shares with the Founder's own funds, for the Founder's own account for the purpose of investment, and not with a view to any resale or other distribution thereof in violation of the Securities Act, as amended (the \"Securities Act\"); (iii) is a sophisticated investor with such knowledge and experience in financial and business matters as to be able to evaluate the merits and risks of an investment in the Shares and that the Founder is able to and must bear the economic risk of the investment in the Shares for an indefinite period of time because the Shares have not been registered under the Securities Act, and therefore, cannot be offered or sold unless they are subsequently registered under the Securities Act or an exemption from such registration is available","Restricted Stock Purchase Agreement","7",513,"https://templates.business-in-a-box.com/imgs/1000px/restricted-stock-purchase-agreement-D12855.png","https://templates.business-in-a-box.com/imgs/250px/12855.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12855.xml",{"title":94,"description":6},"restricted stock purchase agreement",[96,99],{"label":97,"url":98},"Finance & Accounting","finance-accounting",{"label":100,"url":101},"Shareholders & Investors","shareholders-investors","/template/restricted-stock-purchase-agreement-D12855",{"description":104,"descriptionCustom":6,"label":105,"pages":106,"size":89,"extension":10,"preview":107,"thumb":108,"svgFrame":109,"seoMetadata":110,"parents":112,"keywords":119,"url":120},"LAST WILL AND TESTAMENT OF [YOUR NAME] I, [YOUR NAME], a resident of [CITY, PROVINCE OR STATE], hereby declare that this is my last will and testament and that I hereby revoke, cancel and annul all wills and codicils previously made by me either jointly or severally. I declare that I am of legal age to make this will and of sound mind and that this last will and testament expresses my wishes without undue influence or duress. ARTICLE I IDENTIFICATION OF FAMILY I am married to [SPOUSE'S NAME] and all references in this Will to \"my spouse\" are references to [SPOUSE'S NAME]. I have the following children, biological or adopted. The names of my children are [NAME OF CHILD] and [NAME OF CHILD]. All references in this Will to \"my children\" are references to the above-named children. ARTICLE II APPOINTMENT OF EXECUTOR I appoint [SPOUSE'NAME], as the executor of my Will. If [SPOUSE'S NAME] is unable or unwilling to serve as executor, then I appoint [NAME OF SECOND EXECUTOR] as the executor. I hereby give and grant the Executor all powers and authority as are required or allowed in law, and especially that of assumption. The executor shall not be required to furnish security and shall serve without any bond. and will have the authority to carry out the provisions of my Will, including without limitation, the power to buy, sell, and maintain property; to pursue any claims or legal actions on behalf of my estate; and to pay my probate and funeral expenses prior to any distribution of property. Pending the distribution of my estate my Executors shall have authority to carry on any business, venture or partnership in which I may have any interest at the time of my death. My Executors shall have full and absolute power in his/her discretion to sell all or any assets of my estate, whether by public auction or private sale and shall be entitled to let any property in my estate on such terms and conditions as may be acceptable to my beneficiaries. My Executors shall have authority to borrow money for any purpose connected with the liquidation and administration of my estate and to that end may encumber any of the assets of my estate. ARTICLE III GUARDIANSHIP OF MINOR CHILDREN In the event that me and my spouse die before a child of mine reaches the age of eighteen, I appoint [NAME OF THE GUARDIAN], who resides at [ADDRESS OF THE GUARDIAN], to serve as guardian for my minor child(ren). If this named guardian is unable or unwilling to serve, then I appoint [NAME OF THE GUARDIAN], who resides at [ADDRESS OF THE GUARDIAN], as alternate guardian. ARTICLE IV PAYMENT OF DEBTS AND EXPENSES I direct my Executor to pay my judicially enforceable debts, funeral expenses and expenses of last illness be first paid from my estate, as soon after my death as practicable. Further, I direct that all estate and inheritance taxes and other taxes in the general nature thereof (together with any interest or penalty thereon), which shall become payable upon or by reason of my death with respect to any property passing by or under the terms of this Will or any codicil to it hereafter executed by me, or with respect to the proceeds of any life insurance policy or policies, or with respect to any other property (including property over which I have a taxable power of appointment) included in my gross estate for the purpose of such taxes, shall be paid by my Executor out of the principal of my residuary estate. ARTICLE V TRUST FOR THE BENEFIT OF THE MINOR CHILDREN In the event that I bequeath any of my estate in this Will to a child of mine who is under the age of eighteen years at the time of my death, then I direct that all such bequests for that child be held in a separate trust until the child reaches the age of [SPECIFY]. I appoint [NAME, ADRESSE OF THE TRUSTEE], as the trustee for each child's trust created by this Will. If this person or institution is unwilling or unable to serve as trustee, then I appoint [NAME AND ADRESS OF THE TRUSTEE], as alternate trustee. The trustee will serve without bond. The Trustee's Duties: The trustee will convert to cash all debts and securities that are not qualified legal investments, will reinvest cash in proper securities, and will protect and preserve the trust property","Last Will and Testament - Married with Children","5","https://templates.business-in-a-box.com/imgs/1000px/last-will-and-testament---married-with-children-D12557.png","https://templates.business-in-a-box.com/imgs/250px/12557.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12557.xml",{"title":111,"description":6},"last will and testament - married with children",[113,116],{"label":114,"url":115},"Business Plan Kit","business-plan-kit",{"label":117,"url":118},"Last Will & Testament","/last-will-testament","last will testament   married with children","/template/last-will-and-testament---married-with-children-D12557",{"description":122,"descriptionCustom":6,"label":123,"pages":124,"size":89,"extension":10,"preview":125,"thumb":126,"svgFrame":127,"seoMetadata":128,"parents":130,"keywords":129,"url":136},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","3","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":129,"description":6},"non disclosure agreement nda",[131,133],{"label":17,"url":132},"business-legal-agreements",{"label":134,"url":135},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":138,"descriptionCustom":6,"label":139,"pages":124,"size":140,"extension":10,"preview":141,"thumb":142,"svgFrame":143,"seoMetadata":144,"parents":145,"keywords":150,"url":151},"GENERAL POWER OF ATTORNEY This General Power of Attorney (the \"Agreement\") is made and effective [DATE], BETWEEN: [ATTORNEY NAME] (the \"Attorney\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Client\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] TERMS KNOW ALL MEN BY THESE PRESENTS, that this Power of Attorney is given by Client to Attorney and that the Client hereby appoints Attorney to be its attorney and to do in its name and on its behalf anything that the Client can lawfully do by an attorney, including but not limited to; To ask, demand, sue for, recover, collect, and receive all sums of money, debts, dues, accounts, legacies, bequests, interest, dividends, annuities, and demands of every type that are now or may later become due, owing, payable or belonging to Client and have, use, and take all lawful ways and means in Client's name or otherwise for the recovery thereof, by attachments, arrest, distress, or otherwise, and to compromise and agree for them and acquaintances or other sufficient discharges for them; For Client and in its name, to make, seal, and deliver, to bargain, contract, agree for, purchase, receive, and take lands, and tenements, and accept the possession of all lands, and all deeds and other assurances, in the law therefore, and to lease, let, demise, bargain, sell, release, convey, mortgage, and hypothecate lands, and tenements on the terms and conditions and under the covenants as Attorney thinks fit;","General Power of Attorney",36,"https://templates.business-in-a-box.com/imgs/1000px/general-power-of-attorney-D1037.png","https://templates.business-in-a-box.com/imgs/250px/1037.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#1037.xml",{"title":6,"description":6},[146,147],{"label":17,"url":132},{"label":148,"url":149},"Power of Attorney","power-of-attorney","general power attorney","/template/general-power-of-attorney-D1037",{"description":153,"descriptionCustom":6,"label":154,"pages":124,"size":89,"extension":10,"preview":155,"thumb":156,"svgFrame":157,"seoMetadata":158,"parents":160,"keywords":163,"url":164},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: LETTER OF INTENT-ACQUISITION OF BUSINESS Dear [CONTACT NAME]: This letter (\"Letter of Intent\") sets forth the basic preliminary terms between the Buyer or his nominee and yourselves regarding the purchase of the [SPECIFY] business (the \"Business\") carried on by yourselves. Except as specifically set forth herein, this Letter of Intent shall not constitute an agreement between the parties and no agreement shall be deemed to exist until execution of a definitive purchase agreement. It is proposed that Buyer will acquire certain assets of the Business which Buyer believes to be necessary to the future of the Business, including the warehouse in [CITY/STATE] in which [COMPANY NAME] the Company has invested [AMOUNT] in cash and which has been financed by a mortgage loan of approximately [AMOUNT] granted by the [SPECIFY COMPANY] [CITY/STATE]. Buyer understands that the said warehouse has no other charges or liabilities affecting it other than the said mortgage loan. Buyer may either purchase the warehouse outright or enter into a lease-purchase or instalment transfer of ownership which is satisfactory to both parties. The gross purchase price for the said warehouse will be [AMOUNT]. Buyer may purchase or lease barrels and other equipment currently owned by the Company which are necessary to operate the Business, on a cash or instalment basis agreeable to both parties. The specific assets to be purchased and the amounts to be paid by Buyer in connection with this transaction remain to be negotiated by the parties. This Letter of Intent also evidences the intentions of the parties with respect to the following agreements: Buyer will enter into a [NUMBER]-year employment agreement with [COMPANY NAME], providing for the Company will be responsible for the purchase of [SPECIFY] for Buyer. The agreement will contain the customary terms and conditions found in employment agreements in similar transactions and will provide for the usual non-competition and non-solicitation covenants to be entered into by the Company in favour of Buyer. It is expressly understood that if the contemplated transaction is consummated, the aggregate amount of commission paid or payable to yourselves (net of reasonable expenses acceptable to Buyer) in respect of all purchases of [SPECIFY] made through you from the date of this Letter of Intent to the date of closing, with the exception of commissions earned on the [NUMBER] truckloads of [SPECIFY] to be delivered to Buyer during the week of [DATE] to [DATE], will be applied against remuneration payable to the Company in the first year of his employment agreement. If the contemplated transaction is not consummated, all such commissions paid or payable will be treated as commissions. Buyer will enter into a [NUMBER]-year employment agreement with [EMPLOYEE NAME], providing for the payment of a gross base salary of [ANNUAL SALARY] per year, to be paid weekly, subject to annual review. [EMPLOYEE NAME] will be President of the Business and the employment agreement will provide for health benefits, automobile, expenses and bonus arrangements","Letter of Intent_Acquisition of Business","https://templates.business-in-a-box.com/imgs/1000px/letter-of-intent_acquisition-of-business-D5197.png","https://templates.business-in-a-box.com/imgs/250px/5197.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#5197.xml",{"title":159,"description":6},"letter of intent_acquisition of business",[161,162],{"label":17,"url":132},{"label":17,"url":132},"letter intent_acquisition business","/template/letter-of-intent_acquisition-of-business-D5197",{"description":166,"descriptionCustom":6,"label":167,"pages":168,"size":169,"extension":10,"preview":170,"thumb":171,"svgFrame":172,"seoMetadata":173,"parents":174,"keywords":177,"url":178},"Confidentiality Agreement The undersigned reader acknowledges that the information provided by [YOUR COMPANY NAME] in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of [YOUR COMPANY NAME] It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by reader may cause serious harm or damage to [YOUR COMPANY NAME] Upon request, this document is to be immediately returned to [COMPANY NAME] ___________________ Signature ___________________ Name (typed or printed) ___________________ Date This is a business plan. It does not imply an offering of securities. 1.0 Executive Summary 1 Chart: Highlights 2 1.1 Objectives 3 1.2 Mission 3 1.3 Keys to Success 3 2.0 Organization Summary 4 2.1 Legal Entity 4 2.2 Start-up Summary 5 Table: Start-up 5 Chart: Start-up 5 3.0 Products 6 4.0 Market Analysis Summary 7 4.1 Market Segmentation 7 Table: Market Analysis 8 Chart: Market Analysis (Pie) 8 4.2 Target Market Segment Strategy 9 4.3 Service Providers Analysis 9 4.3.1 Alternatives and Usage Patterns 10 5.0 Web Plan Summary 11 5.1 Website Marketing Strategy 11 5.2 Development Requirements 11 6.0 Strategy and Implementation Summary 12 6.1 SWOT Analysis 12 6.1.1 Strengths 13 6.1.2 Weaknesses 13 6.1.3 Opportunities 13 6.1.4 Threats 13 6.2 Competitive Edge 14 6.3 Marketing Strategy 14 6.4 Fundraising Strategy 14 6.4.1 Funding Forecast 15 Table: Funding Forecast 16 Chart: Funding Monthly 16 Chart: Funding by Year 17 6.5 Milestones 17 Table: Milestones 18 Chart: Milestones 18 7.0 Management Summary 19 7.1 Personnel Plan 19 Table: Personnel 19 8.0 Financial Plan 19 8.1 Start-up Funding 21 Table: Start-up Funding 21 8.2 Important Assumptions 22 8.3 Break-even Analysis 22 Table: Break-even Analysis 22 Chart: Break-even Analysis 22 8.4 Projected Surplus or Deficit 23 Table: Surplus and Deficit 23 Chart: Surplus Monthly 24 Chart: Surplus Yearly 24 Chart: Gross Surplus Monthly 25 Chart: Gross Surplus Yearly 25 8.5 Projected Cash Flow 26 Table: Cash Flow 26 Chart: Cash 27 8.6 Projected Balance Sheet 28 Table: Balance Sheet 28 8.7 Standard Ratios 29 Table: Ratios 29 Table: Funding Forecast 1 Table: Personnel 2 Table: Surplus and Deficit 3 Table: Cash Flow 4 Table: Balance Sheet 5 1.0 Executive Summary [YOUR COMPANY NAME] [YOUR NAME] [YOUR ADDRESS] [YOUR CITY], [YOUR STATE/PROVINCE], [YOUR ZIP/POSTAL CODE] Phone: [YOUR PHONE NUMBER] Fax: [YORU FAX NUMBER] Email: [YOUREMAIL@YOURCOMPANY.COM] Website: [YOUR WEBSITE ADDRESS] Introduction [YOUR COMPANY NAME] is a 501(c)(3) tax-exempt non-profit organization formed in 2010. [YOUR COMPANY NAME] was the vision of [NAME]. The Foundation was formed to purchase distressed homes that might otherwise have been destroyed and hiring unskilled workers to remodel the homes while teaching the workers a new skill. Location [YOUR COMPANY NAME] was formed on X/XX/XXXX in the State of Missouri and located at [YOUR ADDRESS] [YOUR CITY], [YOUR STATE/PROVINCE], [YOUR ZIP/POSTAL CODE]. The Company The Foundation will sell or rent renovated homes to people who are trying to re-establish their lives with assistance with down payment money or reduced rents. [YOUR COMPANY NAME] sees this as \"paying it forward\" by helping to beautify the community; giving people a new career to help them financially and helping those who can't afford to buy or rent a home. Our Services [YOUR COMPANY NAME] specializes in identifying, investigating and purchasing distressed and foreclosed residential homes in [YOUR CITY]. Such properties will be readied for resale and sold in a short period of time, usually within eight months. The Foundation will work with the local community organizations to identify families in need with the Foundation subsidizing up to 50% of the down payment needed to purchase a renovated home. Additionally, the Foundation will also rent to families in need at a subsidized rate. The Market [YOUR COMPANY NAME] is located in [YOUR CITY]. The Company will purchase distressed properties, renovate and resell or rent in [YOUR CITY]. Financial Considerations The current financial plan for [YOUR COMPANY NAME] is to obtain grant funding in the amount of $1,200,000. The grant will be used to purchase distressed homes, renovate homes, purchase office and construction equipment, purchase a work van and pickup, hire employees, subsidize down payments for families and working capital for the first year of operations. The major focus for grant funding is as follows: 1. Non-Profit organization 2. Purchase and renovate distressed homes to beautify and upgrade communities 3. Subsidize down payments and rents for families in need due to economic conditions 4. Renovate homes using \"green\" and pre-used materials 5. Renovate homes using energy savings applications 6. Employ and train unskilled workers during renovation Chart: Highlights 1.1 Objectives [YOUR COMPANY NAME] has the following objectives: 1. Revitalize neighborhoods and increase property values by performing renovations on distressed properties 2. Perform renovations with \"green\" and pre-used materials in an effort to minimize future utility costs and reduce the use of our natural resources 3. Assist local communities and needy individuals with proceeds obtained from grant funding and the resale of the distressed properties 4. Build an organization which is community oriented and is respected by our industry 5. Hire employees; the Foundation will look to hire veterans, minorities and the unemployed 1.2 Mission The mission of [YOUR COMPANY NAME] is to help people and families to re-establish their lives and give security of a home to their children. In carrying out our mission the Foundation will purchase distressed homes and renovate these homes using recycled materials. We strive to be environmentally friendly by doing our own Lead Based Paint Testing and Asbestos Testing. Additionally, all homes will be renovated with energy saving \"green materials\" and applications. The Foundation will provide jobs for ambitious people who because of the economy have found themselves without resources. [YOUR COMPANY NAME] creates jobs and housing that will help the economy recover and grow. 1.3 Keys to Success [YOUR COMPANY NAME] keys to success are: 1. Highly experienced and community passionate Director's of [COMPANY NAME] 2. Lack of competition in the renovation market for our area 3. Inordinate amount of distressed properties available for purchase 4. Hiring and training our construction crews 5. Energy savings and environmental issues in renovating homes 2.0 Organization Summary [YOUR COMPANY NAME] [YOUR NAME] [YOUR ADDRESS] [YOUR CITY], [YOUR STATE/PROVINCE], [YOUR ZIP/POSTAL CODE] Phone: [YOUR PHONE NUMBER] Fax: [YORU FAX NUMBER] Email: [YOUREMAIL@YOURCOMPANY.COM] Website: [YOUR WEBSITE ADDRESS] [YOUR COMPANY NAME] is a 501(c)(3) tax-exempt non-profit organization formed in 2010. [YOUR COMPANY NAME] was the vision of [NAME]. [NAME] has been in construction for over 40 years and wanted to help people in [YOUR CITY] who have been affected by the economic downturn. [YOUR COMPANY NAME] was formed to purchase distressed homes that might otherwise have been destroyed and hiring unskilled workers to remodel the homes while teaching the workers a new skill. The Foundation will then sell or rent these homes to families who are trying to re-establish their lives with assistance with down payment money or reduced rents. [YOUR COMPANY NAME] sees this as \"paying it forward\" by helping to beautify the community; giving people a new career to help them financially and helping those who can't afford to buy or rent a home. 2","Non-profit Organization Business Plan","39",993,"https://templates.business-in-a-box.com/imgs/1000px/non-profit-organization-business-plan-D12024.png","https://templates.business-in-a-box.com/imgs/250px/12024.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12024.xml",{"title":6,"description":6},[175,176],{"label":114,"url":115},{"label":114,"url":115},"non profit organization business plan","/template/non-profit-organization-business-plan-D12024",false,{"seo":181,"reviewer":194,"legal_disclaimer":198,"quick_facts":199,"at_a_glance":201,"personas":205,"variants":230,"glossary":259,"clauses":296,"how_to_fill":347,"common_mistakes":383,"faqs":400,"industries":428,"comparisons":445,"diy_vs_lawyer":460,"jurisdictions":473,"related_template_ids_curated":494,"schema":504,"classification":505},{"meta_title":182,"meta_description":183,"primary_keyword":184,"secondary_keywords":185},"Deed of Trust Donation Template (Free Word)","Free Deed of Trust Donation template for transferring property or assets to a trustee for charitable or nonprofit purposes. Used in 190+ countries. Free Word and PDF download.","deed of trust donation template",[186,187,188,189,190,191,192,193],"deed of trust donation","charitable trust deed template","donation trust agreement template","deed of trust donation word","nonprofit trust deed template","charitable donation deed free","trust donation agreement template","deed of gift trust template",{"name":195,"credential":196,"reviewed_date":197},"Bruno Goulet","CEO, Business in a Box","2026-05-02",true,{"difficulty":200,"legal_review_recommended":198,"signature_required":198,"notarization_required":198},"advanced",{"what_it_is":202,"when_you_need_it":203,"whats_inside":204},"A Deed of Trust Donation is a legally binding document in which a donor (settlor) transfers ownership of assets — real property, cash, securities, or other valuables — to a trustee to be held and administered for the benefit of a named charitable or nonprofit purpose. This free Word download gives you a structured, attorney-reviewable starting point you can edit online and export as PDF before execution.\n","Use it when making a formal charitable gift that requires a trustee to manage, invest, or distribute donated assets over time, or when a donor wants legally enforceable conditions attached to how a gift is used. It is also appropriate when donating real property or a substantial financial asset to a foundation, nonprofit, or community trust.\n","Settlor and trustee identification, asset description and transfer mechanics, trust purpose and charitable objectives, trustee powers and duties, distribution conditions, amendment and termination clauses, governing law, and execution and notarization blocks.\n",[206,210,214,218,222,226],{"title":207,"use_case":208,"icon_asset_id":209},"Individual philanthropists","Transferring real estate or investment assets to a charitable trust","persona-individual-donor",{"title":211,"use_case":212,"icon_asset_id":213},"Nonprofit executives","Accepting a major restricted gift and formalizing trustee obligations","persona-nonprofit-exec",{"title":215,"use_case":216,"icon_asset_id":217},"Estate planning attorneys","Structuring a testamentary or inter vivos charitable trust for a client","persona-attorney",{"title":219,"use_case":220,"icon_asset_id":221},"Family offices","Documenting a family foundation's initial endowment contribution","persona-family-office",{"title":223,"use_case":224,"icon_asset_id":225},"Corporate giving programs","Formalizing a large corporate donation with conditions on use of funds","persona-corporate-giving",{"title":227,"use_case":228,"icon_asset_id":229},"Community foundations","Receiving donor-advised fund contributions under a governing trust deed","persona-community-foundation",[231,235,239,243,247,251,255],{"situation":232,"recommended_template":233,"slug":234},"Donating real property to a nonprofit or public charity","Deed of Trust Donation (Real Property)","deed-of-trust-donation-D986",{"situation":236,"recommended_template":237,"slug":238},"Making a charitable gift that takes effect at death","Charitable Testamentary Trust Deed","assignment-of-deed-of-trust-D975",{"situation":240,"recommended_template":241,"slug":242},"Transferring cash or securities with no ongoing trustee management","Deed of Gift","gift-deed-D13517",{"situation":244,"recommended_template":245,"slug":246},"Establishing a recurring annual donation commitment","Charitable Pledge Agreement","pledge-agreement-advance-D903",{"situation":248,"recommended_template":249,"slug":250},"Donating assets to a donor-advised fund","Donor-Advised Fund Agreement","investment-agreement-D12831",{"situation":252,"recommended_template":253,"slug":254},"Gifting assets within a family while retaining income rights","Charitable Remainder Trust Agreement","voting-trust-agreement-D926",{"situation":256,"recommended_template":257,"slug":258},"Formalizing a nonprofit's acceptance of a restricted endowment","Restricted Gift Agreement","restricted-stock-purchase-agreement-D12855",[260,263,266,269,272,275,278,281,284,287,290,293],{"term":261,"definition":262},"Settlor","The person or entity who creates the trust by donating assets and establishing its terms — also called the donor or grantor.",{"term":264,"definition":265},"Trustee","The individual or institution named to hold, manage, and distribute trust assets in accordance with the deed's terms.",{"term":267,"definition":268},"Beneficiary","The charitable purpose, organization, or class of persons for whose benefit the trust assets are held and administered.",{"term":270,"definition":271},"Trust Corpus","The total pool of assets transferred into the trust at creation, which the trustee holds and manages.",{"term":273,"definition":274},"Inter Vivos Trust","A trust created and effective during the settlor's lifetime, as opposed to one that takes effect upon death under a will.",{"term":276,"definition":277},"Testamentary Trust","A trust established by the terms of a will, which comes into existence only upon the settlor's death and after probate.",{"term":279,"definition":280},"Fiduciary Duty","The legal obligation of the trustee to act solely in the best interests of the trust's beneficiaries, with care, loyalty, and impartiality.",{"term":282,"definition":283},"Charitable Purpose","The specific qualifying objective — relief of poverty, advancement of education, promotion of health, or other public benefit — that gives the trust its legal standing.",{"term":285,"definition":286},"Trustee Powers","The enumerated rights granted to the trustee to invest, sell, lease, or otherwise manage trust assets in fulfillment of the trust's purpose.",{"term":288,"definition":289},"Cy-Pres Doctrine","A legal rule allowing a court to modify a charitable trust's purpose when the original purpose becomes impossible or impractical, redirecting assets to the closest possible alternative.",{"term":291,"definition":292},"Notarization","The formal authentication of a document's signatures by a commissioned notary public, typically required for trust deeds involving real property.",{"term":294,"definition":295},"Revocability","Whether the settlor retains the right to cancel or modify the trust after execution; most charitable trust donations are irrevocable to qualify for tax deductions.",[297,302,307,312,317,322,327,332,337,342],{"name":298,"plain_english":299,"sample_language":300,"common_mistake":301},"Parties — Settlor and Trustee identification","Names and identifies the settlor (donor) and trustee as legal entities or individuals, establishing their respective roles in the trust relationship.","This Deed of Trust Donation is made on [DATE] by [SETTLOR FULL LEGAL NAME] of [SETTLOR ADDRESS] ('Settlor') to [TRUSTEE FULL LEGAL NAME / INSTITUTION] of [TRUSTEE ADDRESS] ('Trustee').","Naming an individual trustee without designating a successor trustee. If the named trustee dies, resigns, or becomes incapacitated, the trust may require court intervention to appoint a replacement.",{"name":303,"plain_english":304,"sample_language":305,"common_mistake":306},"Description and transfer of donated assets","Precisely identifies every asset being donated — real property by legal description, financial assets by account number and institution, and other property by detailed inventory — and confirms the transfer is complete and irrevocable.","Settlor hereby irrevocably transfers and conveys to the Trustee the following assets: [ASSET DESCRIPTION, e.g., real property at LEGAL ADDRESS, being Lot [X], Block [Y] of [SUBDIVISION], or cash sum of $[AMOUNT] wired to [ACCOUNT DETAILS]] ('Trust Corpus').","Using a generic asset description such as 'all my real property' rather than the exact legal property description from the title deed. Vague descriptions create title defects and may void the transfer.",{"name":308,"plain_english":309,"sample_language":310,"common_mistake":311},"Charitable purpose and trust objectives","States the specific charitable or nonprofit purpose for which the trust is established and constrains the trustee to use assets only in furtherance of that purpose.","The Trustee shall hold and administer the Trust Corpus exclusively for the following charitable purpose: [SPECIFIC PURPOSE, e.g., funding scholarships for undergraduate students at INSTITUTION NAME who meet CRITERIA].","Defining the charitable purpose so broadly — 'for the benefit of humanity' — that no trustee accountability is possible, or so narrowly that the cy-pres doctrine is triggered within years.",{"name":313,"plain_english":314,"sample_language":315,"common_mistake":316},"Trustee powers","Enumerates what actions the trustee is authorized to take in managing trust assets — investing, selling, leasing, borrowing, and making distributions — without needing court or settlor approval for each act.","The Trustee shall have the power to: (a) invest and reinvest the Trust Corpus in any assets the Trustee deems prudent; (b) sell, lease, or exchange trust property; (c) employ agents, advisors, and counsel; and (d) execute any instruments necessary to carry out the trust's purposes.","Omitting investment powers or limiting the trustee to holding cash. This forces the trustee to seek court authorization for routine investment decisions and erodes trust value over time through inflation.",{"name":318,"plain_english":319,"sample_language":320,"common_mistake":321},"Trustee duties and fiduciary standard","Obligates the trustee to administer the trust with the standard of care required by law, maintain records, account to beneficiaries, and act impartially and in good faith.","The Trustee shall administer the trust with the care, skill, and caution of a prudent person acting in a like capacity. The Trustee shall keep accurate records, provide annual accountings to [BENEFICIARY / OVERSIGHT BODY], and avoid any conflict of interest.","Failing to specify the accounting and reporting frequency. Without a stated interval, trustees often provide no accounts for years, making breach of fiduciary duty nearly impossible to prove.",{"name":323,"plain_english":324,"sample_language":325,"common_mistake":326},"Distribution conditions and restrictions","Sets out the conditions under which trust income or corpus may be distributed — to whom, in what amounts, on what schedule, and subject to what restrictions — ensuring the settlor's intent is honored.","The Trustee shall distribute [income / corpus / both] to [BENEFICIARY ORGANIZATION] on a [annual / quarterly / as-needed] basis, provided that distributions are used exclusively for [PURPOSE] and not for [PROHIBITED USE].","Omitting a restriction on accumulation of undistributed income. In several jurisdictions, income held in a charitable trust beyond a defined period triggers tax penalties and regulatory scrutiny.",{"name":328,"plain_english":329,"sample_language":330,"common_mistake":331},"Amendment and revocability clause","States whether the settlor can modify or revoke the trust after execution. Most charitable trust donations are expressly irrevocable to qualify for tax deductions and legal protection from creditors.","This Trust is irrevocable. The Settlor hereby waives all rights to amend, modify, revoke, or terminate this Deed of Trust Donation, in whole or in part, from and after the date of execution.","Leaving the revocability silent or ambiguous. Courts in some jurisdictions presume a trust is revocable if not expressly stated otherwise, which may disqualify charitable tax deductions.",{"name":333,"plain_english":334,"sample_language":335,"common_mistake":336},"Successor trustee and trust termination","Names one or more successor trustees to assume management if the original trustee cannot act, and defines the conditions under which the trust ends and remaining assets are distributed.","If [TRUSTEE NAME] is unable or unwilling to serve, [SUCCESSOR TRUSTEE NAME] shall become Trustee without court appointment. This Trust shall terminate upon [EVENT / DATE / FULFILLMENT OF PURPOSE], at which time any remaining Trust Corpus shall be distributed to [NAMED CHARITY / COURT-DESIGNATED ORGANIZATION].","No termination trigger or distribution-on-termination clause. A trust without an end state can persist indefinitely, generating administration costs and potential cy-pres disputes long after the settlor's intent has been fulfilled.",{"name":338,"plain_english":339,"sample_language":340,"common_mistake":341},"Governing law and jurisdiction","Specifies which jurisdiction's trust law governs the deed, where disputes will be resolved, and confirms the trust's compliance with local charitable trust registration requirements.","This Deed of Trust Donation shall be governed by the laws of [STATE / PROVINCE / COUNTRY]. Any dispute arising hereunder shall be submitted to the exclusive jurisdiction of the courts of [JURISDICTION]. The Trustee shall comply with all applicable charitable registration and reporting requirements.","Choosing a governing law with no connection to where the trust property is located. Courts frequently override the chosen law in favor of the jurisdiction where real property sits or where the trustee is domiciled.",{"name":343,"plain_english":344,"sample_language":345,"common_mistake":346},"Execution, witnesses, and notarization","Sets out the signature blocks for settlor and trustee, the required number of witnesses, and the notarization requirement — which is mandatory for most real property transfers and common best practice for all charitable trust deeds.","IN WITNESS WHEREOF, the parties have executed this Deed of Trust Donation as of the date first written above. SETTLOR: [FULL NAME], signed in the presence of [WITNESS 1 NAME] and [WITNESS 2 NAME]. Notarized before [NOTARY NAME], Commission No. [NUMBER], expiring [DATE].","Skipping notarization for non-real-property trusts. Even where not legally required, unnotarized trust deeds are routinely rejected by financial institutions when the trustee attempts to open accounts or transfer securities.",[348,353,358,363,368,373,378],{"step":349,"title":350,"description":351,"tip":352},1,"Identify and confirm the legal names of settlor and trustee","Enter the settlor's full legal name as it appears on government-issued ID or corporate registration, and the trustee's full legal name or institutional name. For corporate or nonprofit trustees, use the registered entity name exactly.","If naming an individual trustee, add a successor trustee on the same page — institutional trustees rarely need a successor clause, but individual trustees always do.",{"step":354,"title":355,"description":356,"tip":357},2,"Describe the donated assets with precision","For real property, copy the exact legal description from the current title deed — not the street address. For cash, state the exact amount and the bank account or wire instructions. For securities, list each holding by CUSIP or account number.","Have a title company or land registrar confirm the legal property description before you insert it — one character error can cloud title and require a corrective deed.",{"step":359,"title":360,"description":361,"tip":362},3,"Draft the charitable purpose clause specifically","Write a purpose statement specific enough to guide trustee decisions but broad enough to remain relevant for the expected life of the trust. Name the type of beneficiary, the geographic scope, and any qualifying criteria.","Test the clause by asking: if the named organization ceased to exist, would a court know what 'closest possible alternative' to apply under cy-pres? If not, add a fallback charity.",{"step":364,"title":365,"description":366,"tip":367},4,"Define trustee powers and investment policy","Check the 'trustee powers' clause against your jurisdiction's Uniform Trust Code or equivalent. Add a statement of investment policy if the corpus is large — e.g., 'The Trustee shall invest pursuant to a total return strategy targeting [X]% annual distribution.'","Explicitly authorize the trustee to hire investment managers and pay reasonable fees from trust income — omitting this can create personal liability for trustees who delegate investment decisions.",{"step":369,"title":370,"description":371,"tip":372},5,"Set distribution conditions and reporting obligations","Specify the distribution schedule (annual, quarterly, or event-triggered), the maximum percentage of corpus that may be distributed in any year, and the reporting the trustee must provide to the beneficiary organization and any oversight body.","For endowment-style trusts, a 5% annual distribution of the three-year trailing average corpus value is the standard used by most private foundations and community foundations.",{"step":374,"title":375,"description":376,"tip":377},6,"State irrevocability expressly","Include a clear, standalone sentence confirming the trust is irrevocable from the date of execution. Cross-reference any tax advice you have received confirming the donation qualifies for a charitable deduction under applicable law.","Your tax advisor should confirm whether the deed meets the requirements of IRS Section 170(f)(3) (US) or equivalent before you sign — the irrevocability clause alone does not guarantee a deduction.",{"step":379,"title":380,"description":381,"tip":382},7,"Execute with witnesses and notarize","Sign the deed in front of two adult witnesses who are not beneficiaries or trustees. Have a commissioned notary public notarize all signatures. For real property transfers, also record the deed with the applicable land registry or recorder's office.","Some US states require the trustee to sign an acceptance of trust alongside the settlor. Confirm your jurisdiction's requirements before the signing appointment.",[384,388,392,396],{"mistake":385,"why_it_matters":386,"fix":387},"Vague asset description","A deed transferring 'my real property' or 'my investment accounts' rather than specific legal descriptions creates title defects and is frequently rejected by land registries and financial institutions.","Obtain the exact legal property description from the title deed or land registry certificate and paste it verbatim into the asset clause. For financial accounts, list account numbers and custodian details.",{"mistake":389,"why_it_matters":390,"fix":391},"No successor trustee named","If the sole trustee dies, becomes incapacitated, or resigns with no successor named, the trust assets are effectively frozen until a court appoints a replacement — a process that can take months and cost thousands in legal fees.","Name at least one individual successor trustee and specify that an institutional trustee (such as a trust company) may be appointed by the beneficiary organization if no individual is available or willing.",{"mistake":393,"why_it_matters":394,"fix":395},"Silent or ambiguous revocability","A trust deed that does not expressly state it is irrevocable may be treated as revocable by courts in several jurisdictions, disqualifying the donation for charitable tax deductions and exposing trust assets to the settlor's creditors.","Include a dedicated irrevocability clause — one sentence, plainly stated — and have your tax advisor confirm the language meets the requirements for a qualified charitable deduction before execution.",{"mistake":397,"why_it_matters":398,"fix":399},"Skipping notarization and recordation for real property","An unnotarized deed of trust is rejected by most land registries, meaning legal title to the property never actually transfers to the trustee — leaving the settlor as the legal owner despite the signed document.","Always notarize the deed and, for real property, record it with the county recorder or land registry in the jurisdiction where the property is located within 30 days of execution.",[401,404,407,410,413,416,419,422,425],{"question":402,"answer":403},"What is a Deed of Trust Donation?","A Deed of Trust Donation is a formal legal document in which a donor (settlor) irrevocably transfers assets — real property, cash, securities, or other valuables — to a trustee to be held and administered for a specified charitable or nonprofit purpose. It creates a trust relationship with enforceable obligations on the trustee and typically qualifies the donor for a charitable tax deduction in the year of transfer, subject to applicable tax law requirements.\n",{"question":405,"answer":406},"What is the difference between a Deed of Trust Donation and a Deed of Gift?","A Deed of Gift transfers assets directly and outright to the recipient with no ongoing trustee management or conditions on use. A Deed of Trust Donation places assets into a trust structure where a trustee manages them over time according to the donor's stated purpose and conditions. Use a Deed of Gift for simple, unconditional transfers; use a Deed of Trust Donation when the gift involves real property, substantial assets, or conditions that must be enforced by a fiduciary after the transfer.\n",{"question":408,"answer":409},"Does a Deed of Trust Donation need to be notarized?","For real property transfers, notarization is legally required in virtually every US state, Canadian province, and UK jurisdiction before the deed can be recorded with the land registry. For cash and securities, notarization is typically not legally mandated but is strongly recommended — financial institutions routinely refuse to transfer accounts or open trust accounts without a notarized deed. Execute with notarization as a baseline standard regardless of asset type.\n",{"question":411,"answer":412},"Can a Deed of Trust Donation be revoked after signing?","In most cases, no — charitable trust donations are structured as irrevocable to qualify for tax deductions and to give legal standing to the charitable purpose. Once executed and assets transferred, the settlor generally cannot reclaim the assets or change the trust's terms without a court order. Some jurisdictions permit limited modifications (not revocation) with court approval under the cy-pres doctrine when the original purpose becomes impossible or impractical.\n",{"question":414,"answer":415},"What tax benefits does a Deed of Trust Donation provide?","In the US, an irrevocable charitable trust donation typically qualifies for a federal income tax deduction under IRC Section 170, subject to AGI limitations (generally 30–60% of adjusted gross income depending on the asset type and recipient organization). In Canada, a charitable donation tax credit applies. In the UK, Gift Aid relief may be available. The exact deduction depends on the type of trust, the asset donated, and the recipient's qualified charity status — consult a tax advisor before executing the deed.\n",{"question":417,"answer":418},"Who can serve as a trustee for a charitable trust donation?","An individual adult with legal capacity, a bank or trust company with fiduciary powers, or the nonprofit organization itself (if permitted by its governing documents) can serve as trustee. For large or complex trusts, an institutional trustee is generally preferable — they carry professional liability insurance, maintain investment expertise, and provide continuity that individual trustees cannot guarantee. The settlor can serve as a co-trustee in some structures but should not serve as sole trustee of an irrevocable charitable trust.\n",{"question":420,"answer":421},"What happens if the charitable purpose becomes impossible to fulfill?","Courts apply the cy-pres doctrine to redirect trust assets to the nearest possible alternative charitable purpose when the original purpose becomes impossible, impractical, or illegal. To give the court guidance and minimize litigation, include a fallback clause naming an alternative charity or purpose category the settlor would have approved. Without a fallback, the court selects the alternative based on what it infers the settlor would have wanted.\n",{"question":423,"answer":424},"Is a Deed of Trust Donation the same as a charitable remainder trust?","No. A Deed of Trust Donation transfers assets to a trust for the exclusive benefit of a charitable purpose, with no retained income interest for the settlor. A Charitable Remainder Trust (CRT) splits the benefit — the settlor or named individuals receive income for a period of years or for life, and the remaining corpus passes to charity at the end. A CRT is a more complex instrument requiring specific IRS-compliant drafting and annual reporting. Use a Deed of Trust Donation when the entire gift goes to charity immediately; use a CRT when the settlor needs income before the charitable gift takes full effect.\n",{"question":426,"answer":427},"Do I need a lawyer to prepare a Deed of Trust Donation?","For any transfer involving real property, a trust corpus exceeding $50,000, or charitable tax deduction claims, legal review is strongly recommended. Errors in the asset description, irrevocability language, or execution formalities can void the transfer, disqualify the tax deduction, or expose the trustee to personal liability. A high-quality template reduces drafting time significantly, but a one-hour attorney review before signing is a cost-effective safeguard for anything beyond a simple cash gift.\n",[429,433,437,441],{"industry":430,"icon_asset_id":431,"specifics":432},"Nonprofit and Philanthropy","industry-nonprofit","Accepting major restricted gifts, endowment contributions, and donor-directed trusts requires a formal deed to define trustee accountability and donor intent.",{"industry":434,"icon_asset_id":435,"specifics":436},"Real Estate","industry-real-estate","Transferring commercial or residential property to a charitable trust requires a deed with the exact legal property description, notarization, and land registry recordation.",{"industry":438,"icon_asset_id":439,"specifics":440},"Financial Services","industry-financial-services","Family offices and wealth managers use trust donation deeds to document endowment funding, establish private foundation corpus, and satisfy institutional trustee onboarding requirements.",{"industry":442,"icon_asset_id":443,"specifics":444},"Education","industry-education","Universities and schools receiving scholarship endowments or named fund contributions use trust donation deeds to lock in donor conditions and investment policy obligations.",[446,449,452,456],{"vs":241,"vs_template_id":447,"summary":448},"deed-of-gift-D985","A Deed of Gift transfers assets directly and outright to the recipient with no trustee, no ongoing management obligations, and no conditions on use. A Deed of Trust Donation creates a trust structure with a fiduciary trustee who manages assets according to the donor's stated charitable purpose. Use a Deed of Gift for simple unconditional transfers; use a Deed of Trust Donation when conditions, ongoing management, or real property are involved.",{"vs":245,"vs_template_id":450,"summary":451},"D{CHARITABLE_PLEDGE_ID}","A Charitable Pledge Agreement is a promise to donate in the future — it creates a moral or contractual commitment but does not transfer assets at signing. A Deed of Trust Donation is the transfer instrument itself, executed when assets actually move to the trustee. The pledge precedes the deed in many major gift processes; the deed is the legal completion of the transaction.",{"vs":453,"vs_template_id":454,"summary":455},"Will and Testament","last-will-and-testament-D12693","A Will can establish a testamentary charitable trust that takes effect at death, but it must go through probate before any assets transfer to the trustee. A Deed of Trust Donation is an inter vivos instrument — it takes effect immediately, avoids probate, and provides a tax deduction in the current year. Donors who want immediate effect and current-year tax benefits should use a Deed of Trust Donation rather than relying on a testamentary provision.",{"vs":457,"vs_template_id":458,"summary":459},"Nonprofit Donation Agreement","donation-agreement-D13570","A Donation Agreement documents a gift directly between donor and nonprofit organization, typically without a trustee or ongoing asset management structure. A Deed of Trust Donation creates a formal trust with fiduciary obligations, separate legal ownership, and enforceable conditions that survive the donor's death or the nonprofit's leadership changes. For major gifts with lasting conditions, the trust deed provides stronger legal protection than a donation agreement alone.",{"use_template":461,"template_plus_review":465,"custom_drafted":469},{"best_for":462,"cost":463,"time":464},"Simple cash donations to a well-established nonprofit with no ongoing trustee management and no real property","Free","30–60 minutes",{"best_for":466,"cost":467,"time":468},"Donations involving real property, assets over $50,000, or charitable deduction claims","$300–$800 for a one-hour attorney review","2–5 business days",{"best_for":470,"cost":471,"time":472},"Complex charitable structures, private foundation endowments, multi-jurisdiction assets, or trusts with split-interest provisions","$1,500–$5,000+","1–3 weeks",[474,479,484,489],{"code":475,"name":476,"flag_asset_id":477,"note":478},"us","United States","flag-us","Charitable trust deeds in the US are governed by state law, with most states following the Uniform Trust Code. For real property, the deed must be recorded with the county recorder in the property's jurisdiction. Charitable deductions under IRC Section 170 require the donee organization to be a 501(c)(3) entity. Several states — including California, New York, and Florida — require charitable trusts to register with the state Attorney General's office within 30–180 days of creation.",{"code":480,"name":481,"flag_asset_id":482,"note":483},"ca","Canada","flag-ca","Charitable trusts in Canada are governed by provincial trust legislation and the federal Income Tax Act. To qualify for a charitable donation tax receipt, the recipient must be a registered charity with the Canada Revenue Agency. Quebec trusts are governed by the Civil Code of Quebec, which has materially different rules for trust creation and trustee duties than common-law provinces. Real property transfers require registration at the applicable provincial land registry.",{"code":485,"name":486,"flag_asset_id":487,"note":488},"uk","United Kingdom","flag-uk","Charitable trusts in England and Wales are regulated by the Charity Commission under the Charities Act 2011. Trusts with annual income over £5,000 must register with the Charity Commission. In Scotland, the Office of the Scottish Charity Regulator (OSCR) exercises equivalent oversight. Deeds of trust must be executed as deeds under seal (signed, witnessed, and delivered) to be legally effective. Real property transfers require registration at HM Land Registry.",{"code":490,"name":491,"flag_asset_id":492,"note":493},"eu","European Union","flag-eu","Trust law is not harmonized across EU member states. Civil law countries such as France, Germany, and Italy do not recognize the common-law trust concept and use foundation or endowment structures instead. Cross-border charitable donations within the EU may qualify for tax deductions following Persche v. Finanzamt Lüdenscheid (ECJ 2009), but practical deductibility varies widely by member state. GDPR applies to any personal data processed by the trustee in administering the trust.",[242,495,258,496,497,498,499,500,501,502,242,503],"share-donation-agreement-D341","last-will-and-testament---married-with-children-D12557","non-disclosure-agreement-nda-D12692","general-power-of-attorney-D1037","letter-of-intent_acquisition-of-business-D5197","non-profit-organization-business-plan-D12024","board-resolution-D78","minutes-of-meeting-of-incorporators-D17","memorandum-of-understanding-D12548",{"emit_how_to":198,"emit_defined_term":198},{"primary_folder":132,"secondary_folder":506,"document_type":507,"industry":508,"business_stage":509,"tags":510,"confidence":516},"personal-and-estate-legal","agreement","non-profit-organizations","all-stages",[511,512,513,514,515],"legal","deed-of-trust","donation","charitable-giving","trust-administration",0.85,"\u003Ch2>What is a Deed of Trust Donation?\u003C/h2>\n\u003Cp>A \u003Cstrong>Deed of Trust Donation\u003C/strong> is a legally binding instrument in which a donor — referred to as the settlor — irrevocably transfers ownership of assets to a named trustee, who holds and administers those assets exclusively for a specified charitable or nonprofit purpose. Unlike a simple gift or donation letter, this document creates a formal trust relationship: the trustee takes on fiduciary duties, the donated assets are legally separated from both the settlor's and the trustee's personal estates, and the stated charitable purpose becomes enforceable by law. The deed records the precise assets transferred, the conditions and restrictions on their use, the trustee's powers and obligations, and the circumstances under which the trust will eventually terminate and any remaining assets will be distributed.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Without a formal Deed of Trust Donation, a major charitable gift is legally and operationally exposed on multiple fronts. A simple donation letter or pledge does not transfer legal title to the trustee, meaning the assets may still be reachable by the settlor's creditors or subject to probate at death. Without documented trustee powers, financial institutions will refuse to open trust accounts or transfer securities into the trust's name — effectively freezing the donated assets. The absence of a distribution conditions clause means there is no enforceable mechanism to ensure the nonprofit uses the funds as the donor intended, and disputes resolved through litigation are far more costly than a well-drafted deed. For donors claiming a charitable tax deduction, the irrevocability clause and proper execution formalities are prerequisites — an informally documented gift will not withstand IRS or CRA audit scrutiny. This template gives you a structured, attorney-reviewable starting point that covers every material clause, reduces drafting time significantly, and ensures the trust is properly positioned for legal review before execution.\u003C/p>\n",1781186042223]