# Restricted Charity Donation Agreement
Date: 19 October 2026
Legal context: England and Wales - fictional worked example; overseas acceptance must be checked where relevant
Parties and reference: Donor: Helen Ward, 6 Example Gardens, York. Charity: Example Community Food Trust, 12 Example Square, York, represented by trustees Maya Reed and Daniel Cole. The charity and its assumed charitable status are fictional; no real registration number is asserted. Project EXAMPLE-FOOD-26.
## 1. Gift and charitable purpose
The donor intends to give £5,000 for the charity's Winter Food Support project for households in financial hardship in York from 2 November 2026 to 30 April 2027. Trustees confirm that relieving food poverty falls within the charity's governing purposes. Received funds are restricted to this purpose and the secondary purpose below, not general unrestricted income. The donor receives no goods, advertising, services or control over individual beneficiaries in return; trustees retain independent decisions on need, safeguarding and lawful delivery.
## 2. Instalments and permitted budget
The planned instalments are £2,500 on 2 November 2026 and £2,500 on 1 February 2027, through a verified charity payment channel. The donor's promise of a future instalment is not intended to create an enforceable debt or an executed deed; the restrictions attach when each gift is received. The agreed total budget is food vouchers £4,000, delivery £600 and directly attributable coordination £400. No more than £400 may be charged to coordination without prior written agreement and lawful trustee approval. No donor benefit, political campaign or unrelated overhead may be funded.
## 3. Secondary purpose and changed circumstances
If the primary project is fully funded, cannot proceed or leaves surplus, the donor authorises the remaining funds to support the charity's emergency food assistance for financially distressed households in York during the following twelve months. That is the specified secondary charitable purpose, not permission for any use the donor later selects. Trustees must document the reason and notify the donor. If neither purpose can lawfully be achieved, trustees must obtain appropriate charity-law advice on a lawful alternative, any required authority and any permitted return; a donor request alone does not authorise repayment or changing a restricted charitable trust.
## 4. Accounts, oversight and confidentiality
The charity records each receipt in a separate restricted-fund ledger and retains expenditure evidence under its lawful accounting schedule. It supplies an aggregate spending and outcome report by 14 May 2027, and a further report when any secondary-purpose spending ends. The donor may ask proportionate questions about the fund but has no access to identifiable beneficiary records. Suspected diversion is investigated by trustees and remedied through lawful charity governance; this agreement is not a personal right to seize charity assets. Public use of the donor's name requires separate permission.
## 5. Tax, changes and signed acceptance
No Gift Aid declaration is included or assumed; any claim requires a valid separate declaration and eligibility checks. The donor obtains her own tax advice. Written changes must remain consistent with charity law and the fund's restrictions; neither party can waive those duties by agreement. English law applies. Concerns go first to the trustees for discussion, without excluding lawful regulatory or court routes. Signed on 19 October 2026: Helen Ward, donor; Maya Reed and Daniel Cole, trustees authorised to accept gifts on these terms. These are fictional sign-offs, not verification of a real charity.