Fundraising Consultant Agreement Template

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A fundraising consultant agreement is a service contract between a client and a consultant who specializes in raising money through donations. The form clarifies all aspects of the fundraising campaign to ensure that each party’s expectations are aligned. It covers the campaign goals, fundraising strategies, agreement length, and the consultant’s rates and retainer fees.

Fundraising Consultant Agreement Template

A fundraising consultant agreement is a service contract between a client and a consultant who specializes in raising money through donations. The form clarifies all aspects of the fundraising campaign to ensure that each party’s expectations are aligned. It covers the campaign goals, fundraising strategies, agreement length, and the consultant’s rates and retainer fees.

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Last updated November 25th, 2024

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A fundraising consultant agreement is a service contract between a client and a consultant who specializes in raising money through donations. The form clarifies all aspects of the fundraising campaign to ensure that each party’s expectations are aligned. It covers the campaign goals, fundraising strategies, agreement length, and the consultant’s rates and retainer fees.

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Important Agreement Terms

A fundraising consultant agreement should:

  • Define the fundraising services and each party’s financial responsibilities.
  • Identify the consultant’s payment.
    • Note: It’s considered unethical to pay fundraising professionals a commission.[2]
  • Identify the agreement length and donation deadlines.
  • Provide cancelation terms.

If the consultant directly engages in soliciting charitable donations, the agreement should also[3]:

  • Indicate who owns donor lists.
  • Explain whether the consultant can hire subcontractors.
  • Require the consultant to:
    • Use only approved scripts and materials when contacting the public.
    • Comply with state law and the FTC’s Telemarketing Sales Rule.
    • Report donation results during and at the end of the campaign.

Sample

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FUNDRAISING CONSULTANT AGREEMENT

This Fundraising Consultant Agreement (“Agreement”) is made on [DATE] by and between [CONSULTANT NAME], with a mailing address of [CONSULTANT ADDRESS] (“Consultant”), and [CLIENT NAME], with a mailing address of [CLIENT ADDRESS] (“Client”).

1. SERVICES. The Consultant agrees to provide the following services to the Client: [DESCRIPTION OF SERVICES] (“Services”).

2. TERM. The Services shall commence on [DATE] and end upon [END DATE OR OTHER TERMINATION EVENT].

3. PAYMENT. The Client shall pay the Consultant $[AMOUNT] per [PAYMENT BASIS (E.G., HOUR)] for the Services. Payment shall be made by [PAYMENT METHOD] every [PAYMENT FREQUENCY].

4. RETAINER. The Client is: (check one)

☐ – Required to pay the Consultant a non-refundable retainer of $[AMOUNT].
☐ – Not required to pay a retainer.

5. EXPENSES. The Client shall be responsible for all expenses related to the Services, except for the following: [EXPENSES TO BE PAID BY CONSULTANT].

6. CANCELATION. Either party may cancel this Agreement under the following terms and conditions: [CANCELATION POLICY].

IN WITNESS WHEREOF, the parties have executed this Agreement on the date first written above.

Consultant Signature: _____________________
Print Name: [CONSULTANT NAME]

Client Signature: _____________________
Print Name: [CLIENT NAME]

Sources

    1. IRS – Charitable Solicitation
    2. National Council of Nonprofits, AFP Code of Ethical Standards, #24
    3. FTC – Raising Funds? What You Should Know About Hiring a Professional