Fundraising Agreement
About this form
The Fundraising Agreement is a legal document that outlines the terms between a charitable organization and a contractor engaged in fundraising activities. This agreement establishes the responsibilities of each party, ensuring transparency and compliance with charitable solicitation laws. Unlike standard contracts, this form includes specific provisions related to the approval of promotional materials and financial reporting obligations, making it essential for any fundraising initiative.
Key parts of this document
- Identification of the charitable organization and contractor, including contact details.
- Duration of the agreement and provisions for termination and extension.
- Approval processes for promotional materials and fundraising products.
- Financial arrangements, including the percentage of net proceeds to be forwarded to the organization.
- Contractor's compliance with state fundraising laws.
- Indemnification clauses to protect the organization from liability.
When to use this form
This form is necessary when a charitable organization contracts with a third party to conduct fundraising activities on its behalf. It is essential when the organization needs to formalize the relationship, ensuring clarity about the roles, responsibilities, and financial outcomes of the fundraising effort. Use this document to protect both parties and maintain compliance with applicable laws while fundraising.
Who can use this document
- Non-profit organizations looking to raise funds through external contractors.
- Fundraising contractors seeking to clarify their obligations and rights.
- Organizations that must comply with local charitable solicitation regulations.
Instructions for completing this form
- Identify and enter the names and addresses of both the charitable organization and the contractor.
- Specify the duration of the agreement, including the start and termination dates.
- Detail the approval processes for promotional materials and fundraising products.
- Indicate the percentage of net proceeds that the organization will receive and provide the relevant address for payments.
- Ensure all parties sign and date the agreement to finalize it.
Notarization guidance
Notarization is generally not required for this form. However, certain states or situations might demand it. You can complete notarization online through US Legal Forms, powered by Notarize, using a verified video call available anytime.
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
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.
We protect your documents and personal data by following strict security and privacy standards.
Typical mistakes to avoid
- Failing to specify the financial obligations and percentage of proceeds clearly.
- Neglecting to review and approve promotional materials before distribution.
- Leaving out important contact information for both parties.
- Not complying with local state laws regarding fundraising activities.
Benefits of using this form online
- Convenience of immediate access and downloading.
- Editability allows customization to meet specific needs.
- Reliability and accuracy from templates crafted by licensed attorneys.
- Streamlined process for complying with state legal requirements.
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FAQ
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.
Fill out the Event name at the top. Fill out the date of our event. Fill out the team member name. Fill out the team member's e-mail. Fill out the phone number. Fill out the team name. Fill out the Team Captain's name. Enter the amounts from your accounting sheet in the correct column.
There are no hard and fast rules about when a not-for-profit organization may or may not pay commissions. The only guidance is the general consensus that it is ethically questionable for a not-for-profit organization to pay commissions to anyone in a fundraising capacity.
Launch Your Fundraiser. Don't worry, it's easy to start raising money for a personal cause, project, or life event! Add Images and Tell Your Unique Story. Upload pictures and images of the project, cause, or event that you're trying to raise money for to connect with your donors. Share Your Fundraiser. Say Thanks.
Can we pay our fundraiser a commission? It is NOT appropriate for a nonprofit to compensate a fundraising professional based on a percentage of the money raised. See Standard #21 of the AFP Code of Ethical Principles and Standards for professional fundraisers.
Step 1: Open the software and customize the format. Step 2: Merge rows for the header. Step 3: Mark rows and columns to make a table for the details of the products. Step 4: Make a table for the billing address.
A 15 percent fundraising expense ratio is often cited as the expected average. So let's start with the most elementary of analyses.
Attracting Individual Support and Donations. Soliciting Gifts From Major Donors. Holding a Capital Campaign. Promoting Legacy Gifts or Planned Giving.
