The Fundraising Partnership Agreement is essential for organizations looking to combine their resources and expertise for fundraising initiatives in Canada. This document is particularly valuable when two or more organizations wish to collaborate on fundraising campaigns, share donor databases, or jointly approach potential donors. The agreement ensures compliance with Canadian federal and provincial regulations governing charitable fundraising, including requirements from the Canada Revenue Agency, provincial charitable fundraising acts, and privacy legislation. It addresses crucial aspects such as revenue sharing, donor management, data protection, and brand usage, while establishing clear guidelines for the partnership's operation. The document is designed to protect all parties' interests while maximizing fundraising potential and maintaining regulatory compliance.
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1. Parties: Identification of the partnering organizations, including legal names, addresses, and registration details
2. Background: Context of the partnership, including brief description of each organization and their motivation for entering into the fundraising partnership
3. Definitions: Definitions of key terms used throughout the agreement
4. Purpose and Scope: Detailed description of the fundraising partnership's objectives and scope of activities
5. Term and Renewal: Duration of the agreement and conditions for renewal
6. Roles and Responsibilities: Specific duties and obligations of each partner in the fundraising activities
7. Fundraising Methods and Activities: Approved fundraising methods, campaigns, and activities
8. Financial Arrangements: Revenue sharing, expense allocation, and financial management procedures
9. Compliance and Regulatory Requirements: Obligations regarding charitable regulations, permits, and legal compliance
10. Donor Management: Protocols for donor communications, data management, and stewardship
11. Branding and Communications: Guidelines for use of names, logos, and joint communications
12. Confidentiality: Protection of confidential information and donor data
13. Termination: Conditions and procedures for ending the partnership
14. General Provisions: Standard legal clauses including notices, amendments, and governing law
1. Exclusivity: Terms regarding exclusive fundraising rights or territories, used when partners agree to restrict their fundraising activities
2. Digital Fundraising: Specific provisions for online fundraising activities and digital platforms, needed for partnerships focusing on digital campaigns
3. International Activities: Provisions for cross-border fundraising activities, required when operating internationally
4. Intellectual Property: Detailed IP provisions, needed when partnership involves creation of unique fundraising materials or methods
5. Insurance and Indemnification: Specific insurance requirements and indemnification terms, important for high-risk fundraising activities
6. Staff and Volunteer Management: Provisions for managing shared staff or volunteers, needed when human resources are shared
7. Dispute Resolution: Detailed dispute resolution procedures, recommended for complex or high-value partnerships
1. Schedule A - Fundraising Targets and KPIs: Detailed fundraising goals, metrics, and performance indicators
2. Schedule B - Revenue Sharing Formula: Detailed calculation methods for splitting fundraising revenues
3. Schedule C - Approved Fundraising Activities: List of specific approved fundraising methods and campaigns
4. Schedule D - Budget and Cost Allocation: Detailed budget and cost-sharing arrangements
5. Schedule E - Branding Guidelines: Specific requirements for use of logos, names, and marketing materials
6. Appendix 1 - Compliance Checklist: Checklist of regulatory requirements and compliance obligations
7. Appendix 2 - Donor Privacy Policy: Detailed procedures for handling donor information and maintaining privacy
8. Appendix 3 - Reporting Templates: Standard templates for financial and activity reporting
Relevant legal definitions
Clauses
Relevant Industries
Non-Profit
Charitable
Education
Healthcare
Social Services
Environmental Conservation
Arts and Culture
Community Development
Religious Organizations
International Development
Youth Services
Animal Welfare
Relevant Teams
Legal
Development
Fundraising
Partnerships
Finance
Compliance
Executive Leadership
Donor Relations
Grant Management
Community Outreach
Relevant Roles
Director of Development
Fundraising Manager
Chief Development Officer
Partnership Manager
Legal Counsel
Compliance Officer
Executive Director
CEO
Chief Financial Officer
Grant Writer
Development Coordinator
Strategic Partnerships Director
Donor Relations Manager
Community Engagement Manager
Corporate Relations Director
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