[{"data":1,"prerenderedAt":518},["ShallowReactive",2],{"document-fundraising-agreement-D881":3},{"document":4,"label":21,"preview":11,"thumb":22,"thumb600":23,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":24,"breadcrumb":28,"related":34,"customDescModule":168,"customdescription":6,"mdFm":169,"mdProseHtml":517},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":15,"keywords":20},"FUNDRAISING AGREEMENT This Fundraising Agreement (the \"Agreement\") is effective [DATE], BETWEEN: [ASSOCIATION/CLUB/HOSPITAL/SCHOOL NAME] (the \"First Party\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [NONPROFIT NAME] (the \"Second Party\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WITNESSETH: WHEREAS, [COMPANY NAME], operates the [ASSOCIATION/CLUB/HOSPITAL/SCHOOL], located at [FULL ADDRESS] and plans to operate the [ASSOCIATION/CLUB/HOSPITAL/SCHOOL], to be located at [FULL ADDRESS], (together the \"Community [SPECIFY]\"); and WHEREAS, the [STATE/PROVINCE] Board of [SPECIFY] (the \"Sponsor\") has entered into [NUMBER] contracts with [COMPANY NAME], one with respect to the [ASSOCIATION/CLUB/HOSPITAL/SCHOOL], dated [DATE] and one with respect to the [ASSOCIATION/CLUB/HOSPITAL/SCHOOL], dated [DATE], in accordance with Section [NUMBER] of the [STATE/PROVINCE] Code (each a \"Sponsor Contract\") whereby [COMPANY NAME] is authorized to establish the Community [SPECIFY]; and WHEREAS, [NONPROFIT NAME] has undertaken to manage the process of designing and building the facilities for such Community [SPECIFY], including contracting with a general contractor to construct the facilities for each of the Community [SPECIFY]; and WHEREAS, [COMPANY NAME] and [COMPANY NAME] have previously entered into an amended and restated Management Agreement, dated [DATE], which sets forth the obligations and duties of each party with respect to the implementation of Fundraiser's [SPECIFY] program at the [ASSOCIATION/CLUB/HOSPITAL/SCHOOL] (the \"[SPECIFY] Agreement\"); and WHEREAS, [COMPANY NAME] and [COMPANY NAME] have previously entered into a Management Agreement, dated [DATE], which sets forth the obligations and duties of each party with respect to the implementation of Fundraiser's [SPECIFY] program at the [SCHOOL/ASSOCIATION/CLUB/HOSPITAL] (the \"[SPECIFY] Agreement\"); and WHEREAS, the [SPECIFY] Foundation has entered into a Conditional Grant Agreement to pay any defaults by [NONPROFIT NAME] under the loan agreement for the [ASSOCIATION/CLUB/HOSPITAL/SCHOOL] (\"[SPECIFY] Conditional Grant\"); and WHEREAS, [COMPANY NAME] and [NONPROFIT NAME] are entering into an LLC Operating Agreement (the \"LLC Agreement\") of even date to form [SPECIFY]-Fundraiser LLC (the \"LLC\"); and WHEREAS, in order to finance the Community [SPECIFY] facilities, [COMPANY NAME] and [NONPROFIT NAME] plan to work together to raise at least [AMOUNT] in charitable contributions to [NONPROFIT NAME]. PURPOSE Purpose of the Agreement The parties agree to conduct a joint fundraising campaign to raise [AMOUNT] on behalf of and for the exclusive benefit of the Second Party in order to secure timely construction of the Community [SPECIFY] facilities and to repay in a timely manner certain funds borrowed, or to be borrowed, by the Second Party or the LLC (the \"Campaign\"). The campaign shall terminate [DATE]. CAMPAIGN GOALS Fundraising Obligations The parties agree to use reasonable efforts to work together through [DATE] to raise the full [AMOUNT] goal for the Campaign. Within the context of the joint Campaign, the parties will share responsibility as follows. The First Party will use reasonable efforts through [DATE] to raise [AMOUNT] toward the Campaign (the \"First Party Fundraising Amount\"), and the Second Party will use reasonable efforts through [DATE] to raise [AMOUNT] toward the Campaign (the \"Second Party Fundraising Amount\"). As part of the First Party Fundraising Amount, the First Party will use reasonable efforts to raise, by [DATE], from sources other than government entities in [STATE/PROVINCE], and from donors located outside the [STATE/PROVINCE], [STATE/PROVINCE] area, at least [AMOUNT]. It is understood that the first [AMOUNT] raised from [STATE/PROVINCE], [STATE/PROVINCE] area donors or from government entities in [STATE/PROVINCE] will be considered to count toward the fulfillment of the Second Party Fundraising Amount. Both parties agree to use reasonable efforts through [DATE] to support the entire Campaign, including any amounts to be credited to the other party's Fundraising Amount. Overall Campaign Goals The goal of the Campaign is to receive at least the following sums of charitable contributions or public grants by the dates listed: Date Amount Project [DATE] [AMOUNT] [STATE/PROVINCE] [ASSOCIATION/CLUB/HOSPITAL/SCHOOL] [DATE] [AMOUNT] [STATE/PROVINCE] [ASSOCIATION/CLUB/HOSPITAL/SCHOOL] [DATE] [AMOUNT] [STATE/PROVINCE] [ASSOCIATION/CLUB/HOSPITAL/SCHOOL] [DATE] [AMOUNT] [STATE/PROVINCE] [ASSOCIATION/CLUB/HOSPITAL/SCHOOL] [DATE] [AMOUNT] [STATE/PROVINCE] [ASSOCIATION/CLUB/HOSPITAL/SCHOOL] The dates listed in this Section 2.2 are referred to herein as \"Deadline Dates.\" Timing of Donations Donations will be considered to have been obtained as of the date such funds are actually made available to the Second Party. Donations for which donors have made firm commitments but for which funds have not yet been forwarded to the Second Party will be counted as having been obtained by the Deadline Date if the party that arranged for such funds agrees to loan (interest free) to the Second Party the amount of such donation between the applicable Deadline Date for such donations and the actual date of receipt by the Second Party of such funds, repayment of such funds to be contingent on receipt of the pledged donation. Notwithstanding the foregoing, the First Party shall have no obligation to loan such funds to the Second Party. Recognition of Donor's Intention It is understood that if a donor specifically provides that its donation is not to be credited toward the Campaign, the [COMPANY NAME] will not count that donation toward the Campaign. COORDINATION OF EFFORT Cooperation The parties will cooperate with each other in all aspects of the Campaign. Such cooperation will include, for example, joint development of fundraising strategy, joint development of brochures or other informational material regarding the Campaign or the Community [SPECIFY], and coordination of schedules to allow for joint meetings with donors. Donor Identification Each party will work to identify potential donors to the Campaign. Prior to contacting any donor (including, among others, local or national foundations, corporations or other businesses, individuals or private foundations, or any government entity), each party will notify the other of the donors it plans to contact and will share any materials, such as letters and any supporting information, that it plans to distribute to or share with such potential donors. Meetings Upon reasonable notice, each party shall make its philanthropic personnel available in [STATE/PROVINCE], [STATE/PROVINCE] on a regular basis to ensure that the Campaign is adequately supported. The First Party support will include availability of the First Party personnel in [STATE/PROVINCE] for meetings with important donor prospects, regular status updates with the Second Party personnel, regular communication to discuss and adjust Campaign strategy, and research on prospects, individuals, foundations, and other funding sources. Costs Each party will pay its own costs related to the Campaign. However, the First Party shall bear any reasonable costs of the Second Party or [COMPANY NAME] related to the solicitation of funds from non-[STATE/PROVINCE] government entities or from donors outside of the [STATE/PROVINCE], [STATE/PROVINCE] area whose funds are to be credited to the First Party Fundraising Amount or with whom First Party initiated contact. 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In consideration of the foregoing and of the mutual promises set forth herein, and intending to be legally bound, the Parties hereto agree as follows: RECITALS The Advisor has expertise in the area of the Company's business and is willing to provide Advisory services to the Company. The Company is willing to engage the Advisor as an independent contractor, and not as an employee, on the terms and conditions set forth herein. The Company desires to obtain the services of the Advisor by means of services provided by the Advisor's employees dispatched by the Advisor to provide services to the Company hereunder (\"Agents\"), on its own behalf and on behalf of all existing and future Affiliated Companies (defined as any corporation or other business entity or entities that directly or indirectly controls, is controlled by, or is under common control with the Company), and the Advisor desires to provide Advisory services to the Company upon the following terms and conditions. The Company has spent significant time, effort, and money to develop certain Proprietary Information (as defined below), which the Company considers vital to its business and goodwill. The Proprietary Information will necessarily be communicated to or acquired by the Advisor and its Agents in the course of providing Advisory services to the Company, and the Company desires to obtain the services of the Advisor, only if, in doing so, it can protect its Proprietary Information and goodwill. SERVICES The Advisor agrees to perform for the Company the services listed in the Scope of Services section in Exhibit A, attached hereto, and executed by both the Company and the Advisor. Such services are hereinafter referred to as \"Services.\" The Company agrees that the Advisor shall have ready access to the Company's staff and resources as necessary to perform the Advisor's Services provided for by this contract. ADVISORY PERIOD Basic Term The Company hereby retains the Advisor and the Advisor agrees to render to the Company those Services described in Exhibit A for the period (the \"Advisory Period\") commencing on the date of this Agreement and ending upon the earlier of (i) [APPLICABLE DATE], (the \"Term Date\"), and (ii) the date the Advisory Period is terminated in accordance with Section 7. The Company shall pay the Advisor the compensation to which it is entitled under Section 5 through to the end of the Advisory Period, and, thereafter, the Company's obligations hereunder shall end. Renewal Subject to Section 7, the Advisory Period will be automatically renewed for an additional [AGREED UPON NUMBER OF MONTHS] month period (without any action by either Party) on the Term Date and on each anniversary thereof, unless one Party gives to the other written notice [NUMBER] days in advance of the beginning of any [AGREED UPON NUMBER OF MONTHS] month renewal period that the Advisory Period is to be terminated, provided, that in no event shall the Advisory Period extend beyond [DEADLINE DATE]. Either Party's right to terminate the Advisory Period, instead of renewing the Agreement, shall be with or without cause. DUTIES AND RESPONSIBILITIES The Advisor hereby agrees to provide and perform for the Company those Services set forth in Exhibit A attached hereto. The Advisor shall devote its best efforts to the performance of the Services and to such other services as may be reasonably requested by the Company, and hereby agrees to devote, unless otherwise requested in writing by the Company, a minimum of at least [AGREED UPON NUMBER OF HOURS] hours of service per week/or assign [AGREED UPON NUMBER OF INDIVIDUALS] individuals to provide Services to the Company. The Advisor shall use its best efforts to furnish competent Agents possessing a sufficient working knowledge of the Company's research, development and products to fulfill the Advisor's obligations hereunder. Any Agent of Advisor who, in the sole opinion of the Company, is unable to adequately perform any Services hereunder shall be replaced by the Advisor within [AGREED UPON NUMBER OF DAYS] days after receipt of notice from the Company of its desire to have such Agent replaced. The Advisor shall use its best efforts to comply with, and to ensure that each of its Agents complies with, all policies and practices regarding the use of facilities at which the Services are to be performed hereunder. The Advisor agrees and shall cause each of its Agents to agree to the Acknowledgement and Inventions Assignment attached hereto as Exhibit B, and the Advisor shall deliver a signed original of such Acknowledgement and Inventions Assignment to the Company prior to such Agent's commencement of the provision of Services for the Company. The Advisor shall obtain for the benefit of the Company, as an intended third-party beneficiary thereof, prior to the performance of any Services hereunder by any of the Agents, the written agreement of the Agent to be bound by terms no less restrictive than the terms of Sections 2, 5, 6, and 7 of this Agreement. Personnel supplied by the Advisor to provide Services to the Company under this Agreement will be deemed the Advisor's employees or Agents and will not for any purpose be considered employees or Agents of the Company. The Advisor assumes full responsibility for the actions of such personnel while performing Services pursuant to this Agreement, and shall be solely responsible for their supervision, daily direction and control, provision of employment benefits (if any) and payment of salary (including all required withholding of taxes). COMPENSATION, BENEFITS AND EXPENSES Compensation. In consideration of the Services to be rendered hereunder, including, without limitation, Services to any Affiliated Company, the Advisor shall be paid [AMOUNT], payable at the time and pursuant to the procedures regularly established, and as they may be amended, by the Company during the course of this Agreement. Benefits. Other than the compensation specified in 5.1 above, neither the Advisor nor its Agents shall be entitled to any direct or indirect compensation for Services performed hereunder. Expenses. The Company shall reimburse the Advisor for reasonable travel and other business expenses incurred by its Agents in the performance of the duties hereunder in accordance with the Company's general policies, as they may be amended from time to time during the course of this Agreement. INVOICING The Company shall pay the amounts agreed to herein upon receipt of invoices which shall be sent by the Advisor, and the Company shall pay the amount of such invoices to the Advisor. TERMINATION OF ADVISORY RELATIONSHIP By the Company or the Advisor. At any time, either the Company or the Advisor may terminate, without liability, the Advisory Period for any reason, with or without cause, by giving [AGREED UPON NUMBER OF DAYS] days' advance written notice to the other Party. If the Advisor terminates its Advisory relationship with the Company pursuant to Sections 2, 3 and 4, the Company shall have the option, in its complete discretion, to terminate the Advisor immediately without the running of any notice period","Advisor Agreement","12",513,"https://templates.business-in-a-box.com/imgs/1000px/advisor-agreement-D13243.png","https://templates.business-in-a-box.com/imgs/250px/13243.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13243.xml",{"title":92,"description":6},"advisor agreement",[94],{"label":95,"url":96},"Consultant & Contractors","consulting-contractor-business","donation agreement","/template/donation-agreement-D13243",{"description":100,"descriptionCustom":6,"label":101,"pages":102,"size":103,"extension":10,"preview":104,"thumb":105,"svgFrame":106,"seoMetadata":107,"parents":108,"keywords":112,"url":113},"NOTICE OF GRANT OF STOCK OPTION This Notice of Grant of Stock Option (the \"Agreement\") is made and effective on [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Corporation\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [SECOND PARTNER NAME] (the \"Optionee\"), an individual with his/her main address located at: [COMPLETE ADDRESS] Notice is hereby given of the following option grant (the \"Option\") to purchase shares of the Common Stock of [YOUR COMPANY NAME] (the \"Corporation\"): Optionee: [INDIVIDUAL NAME] Grant Date: [EFFECTIVE DATE] Vesting Commencement Date: [EFFECTIVE DATE] Exercise Price: [AMOUNT] per share Number of Option Shares: [NUMBER] shares Expiration Date: [EFFECTIVE DATE] Type of Option: Non-Statutory Stock Option Vesting Schedule: [PERCENTAGE %] of the Option Shares are fully vested as of the Vesting Commencement Date. ","Notice of Grant of Stock Option","3",29,"https://templates.business-in-a-box.com/imgs/1000px/notice-of-grant-of-stock-option-D896.png","https://templates.business-in-a-box.com/imgs/250px/896.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#896.xml",{"title":6,"description":6},[109,111],{"label":17,"url":110},"business-legal-agreements",{"label":17,"url":110},"notice grant stock option","/template/notice-of-grant-of-stock-option-D896",{"description":115,"descriptionCustom":6,"label":116,"pages":117,"size":118,"extension":10,"preview":119,"thumb":120,"svgFrame":121,"seoMetadata":122,"parents":123,"keywords":125,"url":126},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. 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NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":134,"description":6},"non disclosure agreement nda",[136,137],{"label":17,"url":110},{"label":138,"url":139},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":142,"descriptionCustom":6,"label":143,"pages":86,"size":87,"extension":10,"preview":144,"thumb":145,"svgFrame":146,"seoMetadata":147,"parents":149,"keywords":154,"url":155},"CONSULTING AGREEMENT This Consulting Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [CONSULTANT NAME] (the \"Consultant\"), an individual with his main address located at OR a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] In the event of a conflict in the provisions of any attachments hereto and the provisions set forth in this Agreement, the provisions of such attachments shall govern. In consideration of the foregoing and of the mutual promises set forth herein, and intending to be legally bound, the parties hereto agree as follows: RECITALS Consultant has expertise in the area of the Company's business and is willing to provide consulting services to the Company. The Company is willing to engage Consultant as an independent contractor, and not as an employee, on the terms and conditions set forth herein. The Company desires to obtain the services of Consultant by means of services provided by Consultant's employees dispatched by Consultant to provide services to Company hereunder (\"Agents\"), on its own behalf and on behalf of all existing and future Affiliated Companies (defined as any corporation or other business entity or entities that directly or indirectly controls, is controlled by, or is under common control with the Company), and Consultant desires to provide consulting services to the Company upon the following terms and conditions. The Company has spent significant time, effort, and money to develop certain Proprietary Information (as defined below), which the Company considers vital to its business and goodwill. The Proprietary Information will necessarily be communicated to or acquired by Consultant and its Agents in the course of providing consulting services to the Company, and the Company desires to obtain the services of Consultant, only if, in doing so, it can protect its Proprietary Information and goodwill. SERVICES Consultant agrees to perform for Company the services listed in the Scope of Services section in Exhibit A, attached hereto and executed by both Company and Consultant. Such services are hereinafter referred to as \"Services.\" Company agrees that consultant shall have ready access to Company's staff and resources as necessary to perform the Consultant's services provided for by this contract. CONSULTING PERIOD Basic Term The Company hereby retains the Consultant and Consultant agrees to render to the Company those services described in Exhibit A for the period (the \"Consulting Period\") commencing on the date of this Agreement and ending upon the earlier of (i) [APPLICABLE DATE], (the \"Term Date\"), and (ii) the date the Consulting Period is terminated in accordance with Section 7. The Company shall pay the Consultant the compensation to which it is entitled under Section 5 through the end of the Consulting Period, and, thereafter, the Company's obligations hereunder shall end. Renewal Subject to Section 7, the Consulting Period will be automatically renewed for an additional [AGREED UPON NUMBER OF MONTHS] month period (without any action by either party) on the Term Date and on each anniversary thereof, unless one party gives to the other written notice [NUMBER] days in advance of the beginning of any [AGREED UPON NUMBER OF MONTHS] month renewal period that the Consulting Period is to be terminated, provided, that in no event shall the Consulting Period extend beyond [DEADLINE DATE]. Either party's right to terminate the Consulting Period, instead of renewing the Agreement, shall be with or without cause. DUTIES AND RESPONSIBILITIES Consultant hereby agrees to provide and perform for the Company those services set forth on Exhibit A attached hereto. Consultant shall devote its best efforts to the performance of the services and to such other services as may be reasonably requested by the Company and hereby agrees to devote, unless otherwise requested in writing by the Company, (a minimum of at least [AGREED UPON NUMBER OF HOURS] hours of service per week/or assign [AGREED UPON NUMBER OF INDIVIDUALS] individuals to provide services to the Company). Consultant shall use its best efforts to furnish competent Agents possessing a sufficient working knowledge of the Company's research, development and products to fulfill Consultant's obligations hereunder. Any Agent of Consultant who, in the sole opinion of the Company, is unable to adequately perform any services hereunder shall be replaced by Consultant within [AGREED UPON NUMBER OF DAYS] days after receipt of notice from the Company of its desire to have such Agent replaced. Consultant shall use its best efforts to comply with, and to ensure that each of its Agents comply with, all policies and practices regarding the use of facilities at which services are to be perform hereunder. Consultant agrees and shall cause each of its Agents to agree to the Acknowledgement and Inventions Assignment attached hereto as Exhibit B, and Consultant shall deliver a signed original of such Acknowledgement and Inventions Assignment to Company prior to such Agent's commencement of the provision of services for the Company. Consultant shall obtain for the benefit of the Company, as an intended third-party beneficiary thereof, prior to the performance of any services hereunder by any of the Agents, the written agreement of Agent to be bound by terms no less restrictive than the terms of Sections 2, 5, 6, and 7 of this Agreement. Personnel supplied by Consultant to provide services to Company under this Agreement will be deemed Consultant's employees or agents and will not for any purpose be considered employees or agents of Company. Consultant assumes full responsibility for the actions of such personnel while performing services pursuant to this Agreement, and shall be solely responsible for their supervision, daily direction and control, provision of employment benefits (if any) and payment of salary (including all required withholding of taxes). COMPENSATION, BENEFITS AND EXPENSES Compensation In consideration of the services to be rendered hereunder, including, without limitation, services to any Affiliated Company, Consultant shall be paid [AMOUNT], payable at the time and pursuant to the procedures regularly established, and as they may be amended, by the Company during the course of this Agreement. Benefits Other than the compensation specified in this 5.1, neither Consultant nor its Agents shall be entitled to any direct or indirect compensation for services performed hereunder. Expenses The Company shall reimburse Consultant for reasonable travel and other business expenses incurred by its Agents in the performance of the duties hereunder in accordance with the Company's general policies, as they may be amended from time to time during the course of this Agreement. INVOICING Company shall pay the amounts agreed to herein upon receipt of invoices which shall be sent by Consultant, and Company shall pay the amount of such invoices to Consultant. TERMINATION OF CONSULTING RELATIONSHIP By the Company or the Consultant At any time, either the Company or the Consultant may terminate, without liability, the Consulting Period for any reason, with or without cause, by giving [AGREED UPON NUMBER OF DAYS] days advance written notice to the other party. If the Consultant terminates its consulting relationship with the Company pursuant to Sections 2, 3 and 4, the Company shall have the option, in its complete discretion, to terminate Consultant immediately without the running of any notice period","Consulting Agreement Long","https://templates.business-in-a-box.com/imgs/1000px/consulting-agreement---long-D12543.png","https://templates.business-in-a-box.com/imgs/250px/12543.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12543.xml",{"title":148,"description":6},"consulting agreement long",[150,151],{"label":17,"url":110},{"label":152,"url":153},"Consulting Agreements","consulting-agreement","consulting agreement   long","/template/consulting-agreement---long-D12543",{"description":157,"descriptionCustom":6,"label":158,"pages":117,"size":87,"extension":10,"preview":159,"thumb":160,"svgFrame":161,"seoMetadata":162,"parents":164,"keywords":163,"url":167},"SERVICE AGREEMENT This SERVICE AGREEMENT (\"Agreement\") is effective [DATE], BETWEEN: [COMPANY NAME] (the \"Contractor\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Customer\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] (The Contractor and the Customer shall be individually referred to as a \"Party\" and collectively referred to as the \"Parties\", as the context may require). WHEREAS A. Contractor has experience and expertise in [DESCRIBE EXPERIENCE AND SERVICE]. B. Customer desires to have Contractor provide services for them. C. Contractor desires to provide services to Customer on the terms and conditions set forth herein (the \"Services\"). NOW THEREFORE, in consideration of the above recitals, the representations, warranties, and agreements contained in this Agreement and for other good and valuable consideration, the receipt and adequacy of which are now acknowledged, the Parties agree as follows: SERVICES PROVIDED Beginning on upon agreement to this contract, [CONTRACTOR] will provide to [CUSTOMER] the following service (collectively, the /Services\"): Description of the project: [DESCRIBE THE SERVICE REQUIRED]. SCOPE OF WORK Contractor agrees to provide Services pursuant to the Scope of Work set forth in Exhibit A attached hereto (the \"Scope of Work\"). TERM Unless both parties mutually agree on an extension, this contract will automatically terminate on [SPECIFY]. PERFORMANCE The parties agree to do everything possible to ensure that the terms of this Agreement take effect. PAYMENT FOR SERVICES In exchange for the Services rendered, a payment of [SPECIFY] will be made to the Contractor upon completion of the scheduled Services described in this Contract. If an invoice is not paid on the due date, interest will be added to the current balance. These amounts shall be payable, and the Customer shall pay all overdue amounts at the lesser of [SPECIFY] per cent per annum or the maximum percentage permitted by applicable law. Or Customer will pay Contractor as follows: [SPECIFY]. DELIVERY OF SERVICES The Contractor will exercise due diligence in the provision of services. However, the Customer acknowledges that the indicated delivery times and other payment milestones listed in Scope of Work are estimates and do not constitute final delivery dates. SECURITY The Contractor must make reasonable security arrangement to protect Material from unauthorized access, collection, use, alteration or disposal. OWNERSHIP RIGHT The Customer shall hold the copyright for the agreed version of the Services as delivered, and the Customer's copyright notice may be displayed in the final version. All works, ideas, discoveries, inventions, patents, products or other information that may be protected by copyright (collectively, the \"Work Product\" developed in whole or in part by the Contractor in connection with the Services, shall be the exclusive property of the Customer. Upon request, the Contractor shall execute all documents necessary to confirm or perfect the exclusive ownership of the Customer's \"Work Product\". The Contractor retains exclusive rights to pre-existing materials used in the Customer's projects. The Customer shall not have the right to reuse, resell or otherwise transfer material belonging to the contractor or third parties. The Contractor reserves the right to use the finished public product as an example of a product. RETURN OF PROPERTY Upon the expiry or termination of this Agreement, the Contractor will return to the Customer any property, documentation, records or Confidential Information which is the property of the Customer. COMPENSATION For all services rendered by the Contractor under this Agreement, the Customer shall indemnify the Contractor. In the event that the Customer fails to make any of the payments mentioned, the Contractor shall have the right, but shall not be obliged, to exercise any of the following remedies: ","Service Agreement","https://templates.business-in-a-box.com/imgs/1000px/service-agreement-D12711.png","https://templates.business-in-a-box.com/imgs/250px/12711.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12711.xml",{"title":163,"description":6},"service agreement",[165,166],{"label":17,"url":110},{"label":17,"url":110},"/template/service-agreement-D12711",false,{"seo":170,"reviewer":182,"legal_disclaimer":186,"quick_facts":187,"at_a_glance":189,"personas":193,"variants":218,"glossary":246,"clauses":280,"how_to_fill":331,"common_mistakes":372,"faqs":397,"industries":425,"comparisons":450,"diy_vs_lawyer":462,"jurisdictions":475,"related_template_ids_curated":496,"schema":506,"classification":507},{"meta_title":171,"meta_description":172,"primary_keyword":173,"secondary_keywords":174},"Fundraising Agreement Template (Free Word)","Free fundraising agreement template for capital raises, donor campaigns, and grant funding. Covers terms, obligations, compensation, and compliance. Free Word and PDF download.","fundraising agreement template",[20,175,176,177,178,179,180,181],"fundraising contract template","fundraising agreement template word","nonprofit fundraising agreement","fundraising consultant agreement","capital fundraising agreement","fundraising agreement free download","fundraising services agreement",{"name":183,"credential":184,"reviewed_date":185},"Bruno Goulet","CEO, Business in a Box","2026-05-02",true,{"difficulty":188,"legal_review_recommended":186,"signature_required":186,"notarization_required":168},"advanced",{"what_it_is":190,"when_you_need_it":191,"whats_inside":192},"A Fundraising Agreement is a legally binding contract between an organization — a nonprofit, startup, or business — and a fundraising party, such as a consultant, campaign organizer, or intermediary, that governs the terms under which funds will be solicited and managed. This free Word download covers scope of services, compensation structure, donor or investor obligations, reporting requirements, and termination — in a single document you can edit online and export as PDF.\n","Use it before engaging a fundraising consultant or launching a formal capital or donation campaign, any time a third party is involved in soliciting funds on your organization's behalf. It is also appropriate when formalizing terms between a startup and a fundraising agent raising equity or debt capital.\n","Parties and scope of services, compensation and fee structure, donor or investor solicitation terms, fund handling and disbursement obligations, representations and warranties, confidentiality, termination conditions, and governing law.\n",[194,198,202,206,210,214],{"title":195,"use_case":196,"icon_asset_id":197},"Nonprofit executives","Engaging a fundraising consultant for an annual giving or capital campaign","persona-nonprofit-exec",{"title":199,"use_case":200,"icon_asset_id":201},"Startup founders","Formalizing terms with a fundraising agent raising pre-seed or seed capital","persona-startup-founder",{"title":203,"use_case":204,"icon_asset_id":205},"Campaign organizers","Documenting obligations and fee arrangements for a community fundraising drive","persona-campaign-organizer",{"title":207,"use_case":208,"icon_asset_id":209},"Fundraising consultants","Protecting themselves with a signed contract before beginning donor outreach","persona-consultant",{"title":211,"use_case":212,"icon_asset_id":213},"Small business owners","Raising expansion capital through an intermediary or placement agent","persona-small-business-owner",{"title":215,"use_case":216,"icon_asset_id":217},"Board members and trustees","Ensuring fundraising activities comply with organizational and legal obligations","persona-board-member",[219,223,227,230,234,238,242],{"situation":220,"recommended_template":221,"slug":222},"Engaging a consultant to run a nonprofit's annual giving campaign","Nonprofit Fundraising Consultant Agreement","fundraising-agreement-D881",{"situation":224,"recommended_template":225,"slug":226},"Hiring a placement agent to raise equity capital for a startup","Placement Agent Agreement","private-placement-agreement-D13233",{"situation":228,"recommended_template":229,"slug":222},"Organizing a community charity event with volunteer fundraisers","Fundraising Event Agreement",{"situation":231,"recommended_template":232,"slug":233},"Awarding a grant to a nonprofit or program applicant","Grant Agreement","notice-of-grant-of-stock-option-D896",{"situation":235,"recommended_template":236,"slug":237},"Accepting a major gift with conditions from a donor","Donation Agreement","donation-agreement-D13243",{"situation":239,"recommended_template":240,"slug":241},"Raising a convertible note round from multiple investors","Convertible Note Agreement","convertible-note-agreement-D870",{"situation":243,"recommended_template":244,"slug":245},"Crowdfunding a project with reward-based contributor terms","Crowdfunding Agreement","non-profit-partnership-agreement-D14023",[247,250,253,256,259,262,265,268,271,274,277],{"term":248,"definition":249},"Fundraising Consultant","A professional engaged by an organization to plan, manage, or execute a fundraising campaign in exchange for a fee.",{"term":251,"definition":252},"Percentage-Based Compensation","A fee structure where the fundraiser is paid a percentage of funds raised — discouraged or prohibited for charitable fundraising in many jurisdictions.",{"term":254,"definition":255},"Flat Fee","A fixed payment for fundraising services regardless of the amount raised — the compensation model preferred by many nonprofit regulators.",{"term":257,"definition":258},"Placement Agent","A licensed intermediary that introduces investors to a company seeking capital, typically compensated with a success fee based on capital raised.",{"term":260,"definition":261},"Donor Solicitation","Any oral or written request to a potential donor asking for a charitable contribution, including direct mail, phone, and digital outreach.",{"term":263,"definition":264},"Charitable Solicitation Registration","State or provincial licensing that organizations and professional fundraisers must obtain before soliciting donations from the public.",{"term":266,"definition":267},"Finder's Fee","A commission paid to a party who introduces a potential investor or donor that ultimately contributes funds — subject to securities regulations when involving equity.",{"term":269,"definition":270},"Disbursement","The release of collected funds from a holding or escrow account to the organization or designated beneficiary.",{"term":272,"definition":273},"Fiduciary Duty","An obligation to act in the best interest of another party — applicable to fundraisers who handle or control donated or invested funds.",{"term":275,"definition":276},"Restricted Funds","Donated or granted money that must be used only for a specific purpose designated by the donor or grantor.",{"term":278,"definition":279},"Success Fee","A contingency payment triggered only when a fundraising target or closing event is achieved, common in capital-raise engagements.",[281,286,291,296,301,306,311,316,321,326],{"name":282,"plain_english":283,"sample_language":284,"common_mistake":285},"Parties and recitals","Identifies the organization and the fundraising party as legal entities, describes the purpose of the engagement, and states the effective date of the agreement.","This Fundraising Agreement is entered into as of [DATE] between [ORGANIZATION LEGAL NAME], a [STATE/PROVINCE] [ENTITY TYPE] ('Organization'), and [FUNDRAISER LEGAL NAME], a [STATE/PROVINCE] [ENTITY TYPE] ('Fundraiser').","Using a trade name or DBA instead of the registered legal entity name for either party. If the names don't match corporate records, enforcement and payment obligations become difficult to trace.",{"name":287,"plain_english":288,"sample_language":289,"common_mistake":290},"Scope of services","Defines precisely what fundraising activities the consultant or agent will perform — donor outreach, investor introductions, campaign management, event coordination — and what falls outside the scope.","Fundraiser shall perform the following services on behalf of Organization: [LIST OF SPECIFIC SERVICES], as further described in Schedule A attached hereto. No services outside Schedule A shall be performed without a written amendment signed by both parties.","Describing the scope vaguely as 'fundraising services.' Without a specific list, disputes arise over whether the fundraiser's obligations include follow-up communications, reporting, or post-campaign stewardship.",{"name":292,"plain_english":293,"sample_language":294,"common_mistake":295},"Compensation and fee structure","States how and when the fundraiser will be paid — flat fee, hourly rate, retainer, or success fee — and whether expenses are reimbursable, with a hard cap if applicable.","Organization shall pay Fundraiser a flat fee of $[AMOUNT] per month during the Term, payable on the [DAY] of each month. Additionally, Fundraiser shall be reimbursed for pre-approved out-of-pocket expenses not to exceed $[CAP] per month upon submission of receipts.","Agreeing to percentage-based compensation for nonprofit fundraising without checking state/provincial law. Most US states and Canadian provinces prohibit or heavily restrict contingency fees for charitable solicitations.",{"name":297,"plain_english":298,"sample_language":299,"common_mistake":300},"Fund handling and disbursement","Specifies how collected donations or investor funds are held, whether in a dedicated account or escrow, who controls disbursement, and the timeline for transferring funds to the organization.","All funds collected by Fundraiser on behalf of Organization shall be deposited into [ACCOUNT DETAILS / ESCROW ARRANGEMENT] within [X] business days of receipt and remitted to Organization within [Y] business days of the end of each [MONTH / QUARTER].","Allowing the fundraiser to commingle donated funds with their own operating accounts. Commingling creates fiduciary exposure and, in the case of donor-restricted gifts, can trigger regulatory action.",{"name":302,"plain_english":303,"sample_language":304,"common_mistake":305},"Representations and warranties","Each party confirms material facts — that the fundraiser holds required licenses, that the organization is a validly registered entity, and that neither party is subject to legal restrictions that would prevent performance.","Fundraiser represents and warrants that: (a) it holds all licenses required to solicit funds in each jurisdiction where it will operate; (b) it is not subject to any debarment, sanction, or pending regulatory proceeding; and (c) it will comply with all applicable charitable solicitation and securities laws.","Omitting the warranty on regulatory compliance. If the fundraiser operates without required charitable solicitation registrations, the organization can be held jointly liable for violations.",{"name":307,"plain_english":308,"sample_language":309,"common_mistake":310},"Confidentiality","Prohibits both parties from disclosing donor lists, investor contacts, financial data, and campaign strategy to third parties during and after the engagement.","Each party agrees to hold the other's Confidential Information in strict confidence and not to disclose or use it for any purpose other than performing obligations under this Agreement. This obligation survives termination for a period of [X] years.","No confidentiality clause at all. Donor and investor contact lists are among an organization's most valuable assets; a departing fundraiser with no confidentiality obligation can take them to a competitor.",{"name":312,"plain_english":313,"sample_language":314,"common_mistake":315},"Term and termination","Sets the start and end date of the engagement, the notice period for early termination by either party, and the conditions that allow immediate termination for cause.","This Agreement commences on [START DATE] and continues for [X] months unless earlier terminated. Either party may terminate without cause upon [30] days' written notice. Organization may terminate immediately for Cause, including material breach, fraud, or loss of required licenses.","No termination-for-cause provision. Without one, an organization must continue paying a fundraiser who has committed fraud or lost regulatory licensure until a full notice period expires.",{"name":317,"plain_english":318,"sample_language":319,"common_mistake":320},"Post-termination obligations","Specifies what the fundraiser must do upon termination — returning donor records, transferring campaign accounts, delivering a final report — and any tail period during which a success fee may still be owed.","Upon termination, Fundraiser shall: (a) deliver all donor and investor records to Organization within [X] business days; (b) provide a final accounting of all funds received and disbursed; and (c) cooperate with any transition to a successor fundraiser.","No provision for return of donor or investor data. Without this clause, fundraisers may retain and use lists built at the organization's expense after the relationship ends.",{"name":322,"plain_english":323,"sample_language":324,"common_mistake":325},"Indemnification and limitation of liability","Allocates responsibility for third-party claims — each party indemnifies the other for losses caused by its own misconduct — and caps total liability to a defined amount, typically the fees paid under the agreement.","Each party shall indemnify and hold harmless the other from any third-party claims arising from its own negligence or willful misconduct. In no event shall either party's aggregate liability exceed the total fees paid under this Agreement in the [12] months preceding the claim.","One-sided indemnification protecting only the organization. Courts in several jurisdictions have found grossly one-sided indemnification clauses unenforceable, leaving the organization without the protection it intended.",{"name":327,"plain_english":328,"sample_language":329,"common_mistake":330},"Governing law and dispute resolution","Specifies the jurisdiction whose laws govern the agreement and the mechanism for resolving disputes — arbitration, mediation, or litigation — and the venue.","This Agreement shall be governed by the laws of [STATE / PROVINCE / COUNTRY]. Any dispute shall be resolved by binding arbitration administered by [AAA / JAMS] in [CITY], except that either party may seek injunctive relief in a court of competent jurisdiction.","Choosing a governing law with no connection to where either party operates or where funds are solicited. Several states and provinces apply their charitable solicitation laws regardless of a contractual choice-of-law clause.",[332,337,342,347,352,357,362,367],{"step":333,"title":334,"description":335,"tip":336},1,"Identify both parties with full legal names","Enter the organization's registered legal name — not its brand name — and the fundraiser's legal entity or individual name. Include addresses and entity types for both.","Cross-check both names against state or provincial corporate registries before signing. A mismatch creates enforcement problems and can delay payment processing.",{"step":338,"title":339,"description":340,"tip":341},2,"Define the scope of services in a Schedule A","List every fundraising activity the consultant or agent will perform — donor outreach, investor introductions, campaign management, reporting — and explicitly state what is excluded from scope.","Move detailed deliverables to a Schedule A rather than embedding them in the body. This lets you update the scope by amending only the schedule, not the entire contract.",{"step":343,"title":344,"description":345,"tip":346},3,"Select and document the compensation structure","Choose flat fee, hourly rate, retainer, or success fee — then enter the specific amounts, payment dates, and any expense reimbursement cap. Confirm the structure is permitted under applicable charitable solicitation laws before finalizing.","For nonprofit engagements, verify state-by-state whether percentage-based fees are restricted. Many US states require a flat or hourly fee for charitable fundraising.",{"step":348,"title":349,"description":350,"tip":351},4,"Specify fund handling and disbursement mechanics","State exactly where collected funds must be deposited, how quickly they must be remitted to the organization, and who has authority to initiate disbursements.","Require a dedicated sub-account or trust account for collected funds. This single requirement eliminates the commingling risk that triggers the majority of fundraising enforcement actions.",{"step":353,"title":354,"description":355,"tip":356},5,"Insert the representations and warranties","Confirm that the fundraiser holds all required charitable solicitation registrations or broker-dealer licenses for each jurisdiction where they will solicit. Include a representation that the organization is validly formed and authorized to raise funds.","Ask the fundraiser to attach copies of their current state or provincial solicitation licenses as an exhibit before execution.",{"step":358,"title":359,"description":360,"tip":361},6,"Set the term, notice period, and termination triggers","Enter the start date, the engagement duration, and the number of days' written notice required for voluntary termination. List at least three for-cause triggers: material breach, fraud, and loss of required licenses.","A 30-day notice period is standard for most engagements. For large capital raises, consider a 60-day notice period to allow time to transition donor or investor relationships.",{"step":363,"title":364,"description":365,"tip":366},7,"Document post-termination obligations","Specify the deadline for returning donor records and campaign materials, the requirement for a final accounting, and any tail period during which a success fee may be earned on commitments already in progress.","Include a specific timeline — 'within 5 business days of termination' — not just a general obligation to cooperate. Vague timelines are routinely ignored.",{"step":368,"title":369,"description":370,"tip":371},8,"Execute before any solicitation activity begins","Both parties must sign the agreement before the fundraiser contacts any donor, investor, or prospect. Post-commencement execution weakens enforceability and may constitute an unlicensed solicitation under state law.","Use a timestamped electronic signature platform to document execution date and order of signatures. Store the executed copy in a secure, accessible location before campaign launch.",[373,377,381,385,389,393],{"mistake":374,"why_it_matters":375,"fix":376},"Using percentage-based compensation for nonprofit fundraising","Most US states and Canadian provinces prohibit or restrict contingency fees for charitable solicitations. Violations can result in fines, campaign shutdown, and reputational damage to the organization.","Confirm the compensation structure against the charitable solicitation laws of every state or province where funds will be raised before signing. Default to a flat fee or monthly retainer when in doubt.",{"mistake":378,"why_it_matters":379,"fix":380},"No charitable solicitation registration verification","If the fundraiser operates without required registrations, the organization can face joint regulatory liability — including civil penalties — for solicitations conducted in those jurisdictions.","Require the fundraiser to provide current registration certificates as exhibits to the agreement, and include a warranty to maintain registrations throughout the engagement.",{"mistake":382,"why_it_matters":383,"fix":384},"Allowing commingling of donor funds","A fundraiser who deposits collected donations into their operating account creates fiduciary exposure for both parties and risks misappropriation or insolvency loss of donor funds.","Mandate a dedicated sub-account or escrow for collected funds, with disbursement only by written instruction from the organization, and a reconciliation report delivered with each remittance.",{"mistake":386,"why_it_matters":387,"fix":388},"No post-termination data return clause","Donor and investor contact lists built during the engagement represent significant organizational value. Without a return obligation, a departing fundraiser retains and may exploit them.","Include a clause requiring return or certified destruction of all donor, investor, and prospect data within a specified number of business days after termination, with written confirmation.",{"mistake":390,"why_it_matters":391,"fix":392},"Vague scope of services","Without a specific list of deliverables, disputes arise over whether reporting, follow-up communications, or event support are included — and the organization often ends up paying separately for work it expected was covered.","Attach a Schedule A listing every deliverable, its frequency, and the acceptance criteria. Any work outside Schedule A should require a signed change order.",{"mistake":394,"why_it_matters":395,"fix":396},"No for-cause termination provision","Without cause-based termination rights, an organization must continue paying a fundraiser who has committed fraud or lost regulatory licensure until the full notice period expires — sometimes 30–60 days.","List specific for-cause triggers — fraud, material breach, loss of required licenses, regulatory sanction — that allow immediate termination without notice or further payment obligation.",[398,401,404,407,410,413,416,419,422],{"question":399,"answer":400},"What is a fundraising agreement?","A fundraising agreement is a legally binding contract between an organization — such as a nonprofit, startup, or business — and a fundraising party, such as a consultant, placement agent, or campaign organizer, that governs the terms under which funds will be solicited, collected, and managed. It specifies services, compensation, fund handling, confidentiality, and termination obligations for both sides.\n",{"question":402,"answer":403},"When do I need a fundraising agreement?","You need a fundraising agreement any time a third party is involved in soliciting donations or capital on your organization's behalf. This includes hiring a nonprofit fundraising consultant, engaging a placement agent for an equity raise, contracting a professional solicitor for a phone or mail campaign, or formalizing terms with a crowdfunding intermediary. Operating without one exposes the organization to fee disputes, regulatory liability, and loss of donor data.\n",{"question":405,"answer":406},"Can a fundraiser be paid a percentage of donations raised?","In the nonprofit context, percentage-based compensation is prohibited or heavily restricted in most US states and Canadian provinces. Regulators view contingency fees as creating a conflict of interest that can lead fundraisers to prioritize volume over donor relationships. For commercial capital raises, success fees tied to a percentage of funds closed are standard — but may require the agent to hold a broker-dealer license under US securities law.\n",{"question":408,"answer":409},"What licenses does a professional fundraiser need?","In the United States, professional fundraisers must register with each state where they solicit charitable donations — requirements vary by state but most require annual registration, a bond, and contract filing with the state attorney general. In Canada, provincial requirements vary and several provinces require registration as a commercial fundraiser. For capital raises involving equity securities, the fundraiser may need a FINRA broker-dealer license in the US or an exempt market dealer registration in Canada.\n",{"question":411,"answer":412},"What happens if a fundraiser solicits without required registrations?","Unregistered charitable solicitation typically triggers civil penalties against both the fundraiser and the organization that engaged them. In some jurisdictions, all funds raised in an unregistered campaign must be returned to donors. Reputational damage can significantly impair future fundraising. Including a warranty and registration verification requirement in the agreement shifts primary liability to the fundraiser while giving the organization a breach-of-contract claim.\n",{"question":414,"answer":415},"How should donor funds be handled under a fundraising agreement?","Collected funds should be deposited into a dedicated sub-account or escrow arrangement — never commingled with the fundraiser's operating account. The agreement should specify the account details, the maximum time funds may be held before remittance (typically 15–30 days), and the reconciliation reporting the fundraiser must provide. Most state charitable solicitation laws independently require proper fund handling, and a contractual obligation reinforces compliance.\n",{"question":417,"answer":418},"Does a fundraising agreement need to be filed with any government authority?","In the United States, several states — including New York, California, and Pennsylvania — require that contracts between nonprofits and professional fundraisers be filed with the state attorney general's charitable solicitation division before any solicitation begins. Filing deadlines and contract content requirements vary by state. In Canada, some provinces require contracts to be available for inspection but do not mandate proactive filing. Always check jurisdiction-specific rules before launching a campaign.\n",{"question":420,"answer":421},"What is the difference between a fundraising agreement and a grant agreement?","A fundraising agreement governs the relationship between an organization and the party soliciting funds on its behalf — it is a services contract. A grant agreement is between a funder and a recipient organization and governs the conditions attached to awarded grant funds, including reporting obligations and allowable uses. Both documents involve money flowing toward an organization but serve entirely different legal purposes.\n",{"question":423,"answer":424},"Should I have a lawyer review a fundraising agreement?","For most standard engagements, a high-quality template is a solid starting point. Legal review is recommended when the fundraiser will operate across multiple states or provinces with differing registration requirements, when the engagement involves equity securities and potential broker-dealer licensing issues, when the compensation structure is complex, or when the funds at stake exceed $100,000. A 1–2 hour attorney review typically costs $300–$700 and is worth the investment before a major campaign launch.\n",[426,430,434,438,442,446],{"industry":427,"icon_asset_id":428,"specifics":429},"Nonprofit and Charitable Organizations","industry-nonprofit","Charitable solicitation registration requirements, donor restricted fund handling, prohibition on percentage-based compensation, and state attorney general contract filing obligations.",{"industry":431,"icon_asset_id":432,"specifics":433},"Technology / SaaS","industry-saas","Placement agent or finder agreements for pre-seed and seed equity raises, broker-dealer licensing considerations, and convertible note or SAFE instrument coordination.",{"industry":435,"icon_asset_id":436,"specifics":437},"Healthcare and MedTech","industry-healthtech","Grant and philanthropic fundraising for research programs, compliance with federal anti-kickback restrictions on fundraising tied to patient referrals, and foundation donor stewardship.",{"industry":439,"icon_asset_id":440,"specifics":441},"Education","industry-education","Annual fund and capital campaign consultant engagements, endowment gift agreements, alumni association fundraising coordination, and state charitable solicitation compliance.",{"industry":443,"icon_asset_id":444,"specifics":445},"Real Estate","industry-real-estate","Capital raise agreements with placement agents for real estate funds, securities law compliance for investor solicitations, and carried interest or success fee structuring.",{"industry":447,"icon_asset_id":448,"specifics":449},"Professional Services","industry-professional-services","Fundraising consultant agreements for professional associations and industry foundations, membership drive campaign terms, and sponsorship solicitation parameters.",[451,453,456,459],{"vs":236,"vs_template_id":237,"summary":452},"A donation agreement is between a donor and the recipient organization, documenting the donor's gift, any conditions attached, and the organization's obligations. A fundraising agreement is between the organization and the party hired to solicit donations — it is a services contract, not a gift instrument. Both are often used in tandem during major gift campaigns.",{"vs":232,"vs_template_id":454,"summary":455},"grant-agreement-D13251","A grant agreement governs the conditions attached to awarded grant funds — reporting obligations, allowable expenses, and clawback terms — between a funder and a recipient. A fundraising agreement governs the services relationship between the organization and the party helping it raise funds. Grant agreements are executed after funding is awarded; fundraising agreements are executed before solicitation begins.",{"vs":116,"vs_template_id":457,"summary":458},"independent-contractor-agreement-D160","An independent contractor agreement is a general services contract covering scope, payment, and IP for any self-employed service provider. A fundraising agreement is a specialized contract that adds regulatory compliance obligations, fund handling requirements, donor data protections, and charitable solicitation law provisions that a standard contractor agreement does not address. Using a generic contractor agreement for fundraising engagements leaves material compliance gaps.",{"vs":225,"vs_template_id":460,"summary":461},"D{PLACEMENT_AGENT_ID}","A placement agent agreement is a specialized fundraising agreement used specifically for capital raises involving securities — equity, debt, or convertible instruments — where the agent may need a broker-dealer license. A general fundraising agreement is broader and covers charitable donation campaigns, community fundraising, and grant solicitation. Choose a placement agent agreement when the fundraiser is introducing accredited investors to a securities offering.",{"use_template":463,"template_plus_review":467,"custom_drafted":471},{"best_for":464,"cost":465,"time":466},"Single-jurisdiction nonprofit campaigns, community fundraising drives, or straightforward consultant engagements with flat-fee compensation","Free","30–45 minutes",{"best_for":468,"cost":469,"time":470},"Multi-state charitable campaigns, engagements involving donor-restricted gifts over $50,000, or compensation structures with success fee components","$300–$700","2–5 days",{"best_for":472,"cost":473,"time":474},"Equity capital raises with securities law implications, international fundraising, or engagements with complex carried interest or clawback provisions","$1,500–$5,000+","1–3 weeks",[476,481,486,491],{"code":477,"name":478,"flag_asset_id":479,"note":480},"us","United States","flag-us","Forty-one states require professional fundraisers and charitable organizations to register before soliciting donations. Several states — including New York, California, Florida, and Pennsylvania — additionally require the fundraising contract itself to be filed with the state attorney general before any solicitation begins. Percentage-based compensation is restricted or prohibited in most states for charitable solicitations. Equity fundraising involving a success fee may require the fundraiser to hold a FINRA broker-dealer license under federal securities law.",{"code":482,"name":483,"flag_asset_id":484,"note":485},"ca","Canada","flag-ca","Charitable solicitation regulation is primarily provincial. British Columbia, Manitoba, and Prince Edward Island impose registration or licensing requirements on commercial fundraisers. Ontario does not currently require provincial registration but fundraising practices are governed by CRA charitable status rules and the general consumer protection framework. Quebec contracts must be in French for provincially regulated entities. Percentage-based compensation is discouraged by the Association of Fundraising Professionals' Canadian standards, though not universally prohibited by statute.",{"code":487,"name":488,"flag_asset_id":489,"note":490},"uk","United Kingdom","flag-uk","In England and Wales, professional fundraisers soliciting donations must comply with the Charities Act 2011, which requires fundraising agreements to include specific statutory statements disclosed to donors, and grants charities the right to cancel payments made in certain circumstances. Scotland has separate charity law administered by the Office of the Scottish Charity Regulator. The Fundraising Regulator issues the Code of Fundraising Practice, which sets conduct standards that complement statutory obligations. Equity fundraising success fees may engage FCA authorization requirements.",{"code":492,"name":493,"flag_asset_id":494,"note":495},"eu","European Union","flag-eu","EU member states each have distinct charitable fundraising and data protection regimes. GDPR applies to donor personal data collected during any fundraising campaign, requiring a lawful basis for processing and data minimization obligations — these must be reflected in the fundraising agreement's confidentiality and data handling provisions. France, Germany, and the Netherlands impose registration and reporting requirements on commercial fundraisers. Cross-border solicitations within the EU may trigger multiple national compliance obligations simultaneously.",[237,233,457,497,498,499,500,501,502,503,504,505],"non-disclosure-agreement-nda-D12692","consulting-agreement---long-D12543","service-agreement-D12711","letter-of-intent_acquisition-of-business-D5197","memorandum-of-understanding-D12548","investment-agreement-D12831","adhesion-to-the-unanimous-shareholder-agreement-D848","term-sheet-D473","conflict-of-interest-policy-for-board-members-D13933",{"emit_how_to":186,"emit_defined_term":186},{"primary_folder":110,"secondary_folder":508,"document_type":509,"industry":510,"business_stage":511,"tags":512,"confidence":516},"services-and-consulting","agreement","general","startup",[513,509,511,514,515],"fundraising","legal","consultant",0.85,"\u003Ch2>What is a Fundraising Agreement?\u003C/h2>\n\u003Cp>A \u003Cstrong>Fundraising Agreement\u003C/strong> is a legally binding contract between an organization — a nonprofit, startup, or business — and a fundraising party, such as a professional consultant, placement agent, or campaign organizer, that governs the terms under which funds will be solicited and managed on the organization's behalf. It defines the scope of services, compensation structure, fund handling obligations, confidentiality requirements, regulatory compliance warranties, and termination rights for both parties. Unlike a general services contract, a fundraising agreement addresses the specific regulatory framework — charitable solicitation laws, securities regulations, and donor data protections — that governs money-raising activities in most jurisdictions.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Operating a fundraising campaign without a signed agreement creates four immediate risks. First, fee disputes arise when the fundraiser's compensation is based on verbal understanding rather than a written formula — and courts tend to resolve ambiguity in favor of the party who performed work. Second, if the fundraiser solicits donations without required state or provincial registrations, the organization faces joint regulatory liability, including civil penalties and mandatory donor refunds. Third, donor and investor contact lists built during the engagement have no contractual protection — a departing fundraiser can take them without restriction. Fourth, collected funds held by the fundraiser without explicit disbursement instructions are exposed to commingling and potential misappropriation. A properly executed fundraising agreement closes all four gaps before the first solicitation call is made, and this template gives you the structure to do it in under an hour.\u003C/p>\n",1781186038216]