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Created by:

​[Representative.FirstName]​[Representative.LastName][Representative.Company]​

Fundraising Agreement Template

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Image 1

Prepared for:

​[Volunteer.FirstName][Volunteer.LastName]​

A fundraising agreement is perfect for any non-profit organization or charity looking to raise funds for their cause. This Agreement outlines the responsibilities of both parties involved in a fundraising campaign and ensures that all parties are held accountable for any expectations laid out. The PandaDoc Fundraising Agreement Template makes it simple to establish rules and expectations for both parties and eliminate any potential misunderstandings.

This Fundraising Agreement (the "Agreement") is entered into as of [Document.CreatedDate] (the "Effective Date") by and between (the "Organization") and [Volunteer.FirstName][Volunteer.LastName] (the "Volunteer"), referred to herein collectively as the "Parties."

1. Purpose of the Agreement

Outlining the expectations and responsibilities of both parties concerning a fundraising campaign is a great idea to ensure both parties understand the relationship and eliminate any potential misunderstandings.

1.1 This Agreement is established to set forth the terms and conditions governing the relationship between the Organization and the Volunteer concerning their fundraising efforts on behalf of the Organization.

2. Entire Agreement

2.1 This Agreement constitutes the Agreement between the Parties regarding the subject matter herein and supersedes any prior or contemporaneous oral or written agreements.

3. Scope of work

If there is anything that shouldn’t be left up in the air, it’s what tasks the Volunteer will be doing and what their responsibilities are. Outline exactly what tasks the Volunteer will be responsible for to ensure everyone is on the same page.

3.1 Developing or revising existing fundraising strategies and plans.

3.2 Identifying potential donor organizations, individuals, or other sources of funding.

3.3 Preparing fundraising materials, including letters, emails, web-based presentations, brochures, flyers, etc.

3.4 Contacting potential donors to solicit support for the Organization's programs.

3.5 Assisting with organizing and executing fundraising events.

3.6 Representing the Organization in its fundraising activities and working with other volunteers, staff and board members to ensure successful outcomes.

3.7 Keeping accurate records of all activities undertaken.

4. Compensation

Most volunteers don’t expect to be paid for their services, but it’s always nice when an organization appreciates them. If you’d like to offer Volunteers some compensation, include it in the compensation clause.

4.1 The Volunteer will not be compensated for any services provided under this Agreement with anything other than the satisfaction of participating in supporting a worthwhile cause.

4.2 The Organization may, in its sole discretion, reimburse the Volunteer for any reasonable and necessary expenses incurred while delivering services under this Agreement.

5. Miscellaneous

If there’s anything that you’d like to include in the Agreement but doesn’t fit into one of the existing clauses, add a Miscellaneous clause. It will allow you to have rules, regulations, or expectations worth mentioning.

5.1 Representations & Warranties

5.1.1 By entering this Agreement, both parties guarantee and assure that they each have the complete authority to enter and fulfill its terms.

5.1.2 Both Parties agree that the execution of this Agreement will not breach any agreement either Party has with a third party.

5.1.3 Both Parties guarantee and affirm that they will abide by all existing laws, regulations, rules and orders when performing their duties under this Agreement.

5.1.4 Both Parties guarantee and affirm that all information provided in this Agreement or related to its execution is precise and exhaustive.

5.2 Liability

5.2.1 The Parties shall each be responsible for their negligence or willful misconduct in connection with the performance of this Agreement.

5.2.2 The Parties agree not to be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to this Agreement.

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5.3 Dispute Resolution

5.3.1 To promote unity and create peace, it is essential that when differences arise between two parties, both sides strive for understanding and take steps to find mutually beneficial solutions.

5.3.2 If the dispute escalates, it shall be under (state what the Agreement shall be construed and governed by).

5.4 Severability

5.4.1 To ensure that a court of competent jurisdiction upholds this Agreement, any invalid or unenforceable provision shall be replaced to achieve the desired outcome for both Parties.

5.4.2 The remainder of this Agreement shall remain in full force and effect under its terms.

5.5 Confidentiality

5.5.1 To ensure that confidential information is safeguarded, both Parties agree to keep any data received from each other regarding this Agreement strictly private.

5.5.2 Both parties hereby agree to keep all confidential information private and secure, using it only with the express written consent of the other.

5.5.3 Both parties agree to keep confidential information secret, except when required by law or to fulfill the obligations outlined in this Agreement.

5.6 Amendment

5.6.1 All alterations or changes to this Agreement must be documented in writing and bear the signatures of both parties to be legally valid.

5.6.2 Verbal modifications will not be acknowledged as legitimate.

5.7 Force Majeure

5.7.1 If either Party is prevented from fulfilling their contractual obligations due to uncontrollable conditions, this shall not be considered a violation of the Agreement.

5.7.2 Force majeure can be caused by natural phenomena and human-made events, such as divine interventions, armed conflicts, civil unrest, pandemics, or floods.

5.7.3 In the event of an unforeseen circumstance, both parties shall be granted a respite from their contractual obligations for as long as these conditions remain in effect.

5.7.4 When the unavoidable circumstances have been resolved, all involved must resume their duties.

5.8 Jurisdiction

5.9.1 This Agreement shall become effective on (state the date) and continue for a period of (define the duration).

5.9.2 Either Party may terminate this Agreement at any time upon written notice to the other Party, which shall specify the effective termination date.

The Parties acknowledge that they have read and understood this Agreement, agreeing to its terms as of (state the date):

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Signature
MM / DD / YYYY

​[Representative.FirstName]​[Representative.LastName][Representative.Company]​

​

Signature
MM / DD / YYYY

​[Volunteer.FirstName][Volunteer.LastName]​

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FAQ

  • To write a fundraising agreement, identify the purpose of the Agreement and make sure that both parties know what is expected. Then, outline the details of the fundraising effort, such as its timeline, budget, goals and other relevant information. After that, include provisions for dispute resolution, confidentiality clauses, amendment protocols, and more. Finally, have each party sign off on the Agreement and ensure it is appropriately documented.

  • A fundraising agreement is an essential legal document that outlines the commitment of both parties regarding money, services and other considerations that may be exchanged when it comes to a fundraising effort. It should include all the terms and conditions around how contributions will be used, who will benefit from them, expected outcomes or results and any risks associated with the funding.

    • Purpose of the Agreement

    • Scope of work

    • Compensation

    • Term and Termination

  • Yes, depending on the state or country you are fundraising in. Additionally, there may be other licensing requirements for certain fundraising activities. It is essential to do your research beforehand and ensure that all applicable laws are followed.

  • Types of fundraising activities include direct mail campaigns, grant writing and procurement, crowdfunding, raffles and auctions, event planning, individual solicitations and sponsorships. Depending on the type of fundraising activity you are undertaking, there may be additional regulations or legal requirements to consider.

Disclaimer

Materials (e.g. templates, educational articles, blog posts and informational content), made available through PandaDoc, including via any integrations, connectors, extensions, plugins, or third-party AI platforms (e.g. ChatGPT, Claude, or similar tools) are for general information purposes only and are provided "as is." These materials do not constitute legal, regulatory, or compliance advice and should not be construed as such. It is your responsibility to ensure materials meet your specific legal requirements. Consult a qualified attorney licensed in your jurisdiction before relying on these materials. PandaDoc disclaims all warranties, express or implied, including fitness for a particular purpose or non-infringement.

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Fundraising Agreement

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This Agreement summarizes the commitments of both parties implicated in a fundraising campaign and ensures that all parties are held accountable for any anticipations laid out.

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