| name | grant-agreement |
| title | Grant Agreement |
| description | Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant award letters, corporate giving agreements, nonprofit funding agreements, or foundation grant contracts. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/grant-agreement |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | nonprofit |
| language | en |
| tags | ["agreement","corporate","drafting","transactional"] |
Grant Agreement
Drafts enforceable U.S. grant agreements transferring funds with conditions, protecting grantor oversight while giving grantees clear operational parameters.
Prerequisites
Gather before drafting:
- Grantor — legal name, state of formation, EIN, entity type (private foundation / corporate / public charity / government), signatory + authority source
- Grantee — legal name, DBA, jurisdiction, EIN, tax classification (501(c)(3) / governmental / fiscal sponsor / foreign org), signatory
- Grant terms — amount, currency, disbursement type (lump sum / installment / milestone), grant period dates
- Project scope — purpose, objectives, deliverables, timeline, geographic scope, itemized budget
- Special flags — private foundation (triggers IRC § 4945); foreign grantee (equivalency determination or expenditure responsibility); government pass-through funds (2 CFR Part 200)
Quick Start
- Collect prerequisites and identify special flags
- Draft sections 1–10 below, scaling reporting/audit to grant size
- If grantor is a private foundation → include expenditure responsibility agreement (Exhibit D)
- If foreign grantee → add equivalency determination or expenditure responsibility election + OFAC screening
- Attach exhibits and circulate for review
Output Structure
1. Parties & Recitals
Grantor block: Legal name, formation state, address, EIN, entity type, authorized representative + title + authority source.
Grantee block: Legal name, DBA, jurisdiction, EIN, tax status (cite determination letter date), address. Fiscal sponsor → identify all three parties with explicit obligations. Foreign org → note equivalency or expenditure responsibility election.
Recitals: Establish: (a) grantor's exempt purpose or CSR rationale; (b) grantee qualifications; (c) selection process; (d) relationship is a grant — not loan, contract, JV, or service exchange; (e) legal authority (board approval, payout compliance).
2. Grant Amount & Payment
| Element | Terms |
|---|
| Total amount | Numerals and words; specify currency |
| Disbursement | Lump sum / installments / milestone tranches |
| Conditions per payment | Reports approved, deliverables met, compliance confirmed, matching funds evidenced |
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