Fundraiser Consultant Agreement

State:
Multi-State
Control #:
US-01663BG
Format:
Word; 
Rich Text
Instant download

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About this form

The Fundraiser Consultant Agreement is a legal document that outlines the relationship between a fundraising consultant and a nonprofit organization. This agreement specifies the services to be provided, compensation, and terms of engagement. It differs from other consulting agreements as it is tailored specifically for fundraising services, ensuring clarity on the consultant's role in advising the organization without direct solicitation for donations.

Form components explained

  • Identification of the parties involved and their addresses.
  • Detailed description of services the consultant will provide.
  • Compensation structure and payment terms.
  • Terms for meetings and reporting progress.
  • Confidentiality clauses to protect proprietary information.
  • Conditions for termination and indemnity provisions.
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When this form is needed

This agreement should be used when a nonprofit organization seeks to hire a fundraising consultant to provide expertise in fundraising strategies, donor engagement, and overall fundraising planning. It is beneficial when the organization needs structured support without the consultant directly soliciting donations.

Who can use this document

  • Nonprofit organizations looking to improve their fundraising efforts.
  • Fundraising consultants who want to formalize their consulting services.
  • Organizations that require professional guidance in donor development and fundraising strategies.

How to prepare this document

  • Identify both the consultant and the organization by filling in their full names and addresses.
  • Clearly define the specific fundraising services the consultant will provide.
  • Enter the agreed compensation and payment terms, including reimbursement for any project expenses.
  • Specify the duration of the agreement and any provisions for termination.
  • Ensure both parties sign and date the agreement to formalize the contract.

Is notarization required?

This form usually doesn’t need to be notarized. However, local laws or specific transactions may require it. Our online notarization service, powered by Notarize, lets you complete it remotely through a secure video session, available 24/7.

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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

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We protect your documents and personal data by following strict security and privacy standards.

Mistakes to watch out for

  • Not detailing specific services, which can lead to misunderstandings.
  • Failing to specify clear payment timelines for invoices.
  • Neglecting to include confidentiality terms, potentially jeopardizing sensitive information.

Benefits of completing this form online

  • Immediate access to a legally vetted document created by licensed attorneys.
  • Convenience of downloading and editing the form to suit specific needs.
  • Ensures that the latest version aligns with current legal standards.

Main things to remember

  • The Fundraiser Consultant Agreement is essential for nonprofits seeking professional fundraising assistance.
  • Clear and detailed provisions help mitigate potential disputes and ensure smooth collaboration.
  • Using this form can enhance the organization's fundraising efforts while maintaining legal compliance.

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FAQ

STEP 1: Plan your business. STEP 2: Form a legal entity. STEP 3: Register for taxes. STEP 4: Open a business bank account & credit card. STEP 5: Set up business accounting. STEP 6: Obtain necessary permits and licenses. STEP 7: Get business insurance.

Fundraising consultants are nonprofit professionals who know how important it is to organize and execute campaigns with these donors in mind. Therefore, relying on them throughout the process can drastically help your nonprofit make the most of your campaign and save money while doing so.

Typically, fundraising consultants charge a commission for services based on a percentage of the total amount of money raised, and the commission rate will range from 10 percent on amounts in excess of $100,000 to percentages as high as 50 percent for amounts under $1,000.

On a per-day (eight hours) basis, some consultants might charge $500, but the most sought-after and experienced fundraising consultants charge in the neighborhood of $1,000 per day. Some will be as high as $1,250 to $1,500, or even more.

How Much Does a Fundraiser Make? Fundraisers made a median salary of $57,970 in 2019. The best-paid 25 percent made $76,620 that year, while the lowest-paid 25 percent made $43,940.

The standard compensation approach in the fundraising industry is fee-for-service compensation. Percentage based compensation is prohibited by the American Association of Fund-Raising Counsel (AAFRC), the National Catholic Development Conference (NCDC), and the Association of Fundraising Professionals (AFP).

To Sum Up: Fundraising consultants will usually charge either a flat, retainer or hourly fee, depending on the type of project. Understand the payment structure before you sign a contract.

Professional fundraisers are people and companies that tax exempt entities hire to raise funds. Some fundraisers work as employees for the organizations for which they raise funds. Other fundraisers work as consultants, many independently contracted for specific fundraising activities.

About Fundraising Counsels A fundraising counsel is a type of professional fundraiser. A fundraising counsel can be a person, corporation, or unincorporated association who is hired by a charity to plan, manage, advise, counsel, consult, or prepare materials to solicit donations for charitable purposes.

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Fundraiser Consultant Agreement