Self-help templates
Gift Agreement (Gift of Money or Movable Property)
For giving money or movable property as a gift: what is given, handover, taxes, conditions, and keeping proof that it was a gift, not a loan.
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How to use it
- When: one person freely gives another a sum of money or an item (a car, jewellery, equipment, shares) and wants to record that it is a gift and not a loan or a sale.
- Who signs: the person giving (the donor) and the person receiving (the recipient). Each keeps a signed copy.
- Fill in everything in [square brackets] and cross out options that do not apply. Describe the gift exactly.
- Money: pay by bank transfer where you can, and write the reference "gift" on it. Keep the proof.
- Items: list identifying details (serial number, registration number, photographs), and record the day the item was handed over.
- Tip: for land, a house, a business or a very large amount, or when the donor has children or other close heirs, ask a lawyer first. A gift can affect taxes and inheritance.
What is inside
- Art. 1. The donor
- Art. 2. The recipient
- Art. 3. The gift
- Art. 4. Transfer and acceptance
- Art. 5. A free gift
- Art. 6. Conditions (optional)
- Art. 7. Taxes and costs
- Art. 8. Items that need registration
- Art. 9. Return of the gift
- Art. 10. Law, copies and declaration
- Notes on the clauses and a checklist of what to check under your country's law
What these templates are not
- They are self-help templates, not legal advice, and they do not replace a lawyer.
- Laws differ from country to country, and some rules cannot be changed by contract. Each template ends with a checklist of what to check where you live.
- For a high-value or unusual situation, ask a local lawyer or notary to look at the final text.
TheLawToKnow Tools. Self-help template. Not legal advice. Check the law currently in force. Written with the help of AI tools and reviewed by a lawyer-author.