You’ve been working with the elderly and aging Benjamin Ingram Garrison for years now. This perspective donor has become notorious in your organization for being indecisive about donating his materials to your organization. You’ve been on several visits to his home over the years and seen his personal and family collections, his manuscript materials, etc, etc. You know that this is a collection you desperately want for your archives, but you feel the need to tread carefully and slowly. You receive a call from Jonathan Smith the executor of the BIG estate that, Mr. Garrison has passed away and part of his final wishes were that his collection go to your organization along with an endowment for “programing” related to the work and loves of Mr. Garrison. You will need to draft an agreement with the estate. Mr. Garrison did not include his copyrights. Those he left to a charitable trust.
- What will the agreement need to include to be effective? In the case of Mr. Garrison not having any family, is there anyone to protect? Does this change if he has family?
- For the monetary gift, what information do you need to know and how can you ensure the money is utilized according to the deceased and their heir’s wishes?
- How will you maintain a relationship with the deceased estate? Should you?