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Fundraising Partnership Agreement Template for South Africa

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Key Requirements PROMPT example:

Fundraising Partnership Agreement

"I need a Fundraising Partnership Agreement for a South African educational trust partnering with an international corporate foundation, including provisions for digital fundraising platforms and cross-border fund transfers, planned to commence in March 2025."

Document background
The Fundraising Partnership Agreement is essential for organizations in South Africa seeking to establish formal collaborations for fundraising activities. This document is particularly relevant when two or more entities wish to combine their resources, expertise, and networks to achieve specific fundraising objectives while maintaining compliance with South African regulations. The agreement addresses key aspects such as revenue sharing, operational responsibilities, compliance with the Non-Profit Organisations Act and Fund-Raising Act, and risk management. It's commonly used when non-profit organizations partner with professional fundraisers, when corporate foundations collaborate with charitable organizations, or when multiple entities join forces for specific fundraising campaigns. The document includes comprehensive provisions for financial arrangements, brand protection, data privacy compliance, and dispute resolution mechanisms, all within the context of South African legal requirements.
Suggested Sections

1. Parties: Identification and details of the contracting parties, including their legal status and registration details

2. Background: Context of the agreement, including the purpose of the partnership and brief description of each party's expertise

3. Definitions and Interpretation: Detailed definitions of terms used in the agreement and rules for interpreting the agreement

4. Scope of Partnership: Detailed description of the fundraising activities covered by the agreement and territorial scope

5. Roles and Responsibilities: Specific duties and obligations of each party in the fundraising partnership

6. Fundraising Targets and Objectives: Agreed-upon fundraising goals, metrics, and timeline for achievement

7. Financial Arrangements: Details of revenue sharing, cost allocation, payment terms, and financial reporting requirements

8. Compliance Requirements: Obligations regarding fundraising regulations, permits, and statutory requirements

9. Branding and Communications: Guidelines for use of parties' brands, approval processes for fundraising materials

10. Confidentiality: Protection of confidential information and trade secrets

11. Duration and Termination: Term of the agreement, renewal provisions, and termination circumstances

12. Dispute Resolution: Procedures for handling disputes between parties

13. General Provisions: Standard clauses including notices, entire agreement, variation, and governing law

Optional Sections

1. Digital Fundraising Provisions: Specific provisions for online fundraising activities, including platform usage and digital payment processing

2. International Operations: Additional provisions for cross-border fundraising activities and compliance with international regulations

3. Intellectual Property Rights: Detailed provisions for IP ownership and licensing if significant IP is involved

4. Data Protection: Detailed POPIA compliance requirements if extensive personal data processing is involved

5. Staff and Volunteers: Provisions regarding the management and training of fundraising staff and volunteers

6. Insurance Requirements: Specific insurance obligations if high-risk fundraising activities are involved

7. Social Media Guidelines: Specific rules for social media fundraising campaigns and content

8. Crisis Management: Procedures for handling public relations issues or fundraising-related incidents

Suggested Schedules

1. Schedule 1: Fundraising Territories: Detailed list of geographic areas covered by the agreement

2. Schedule 2: Approved Fundraising Methods: Comprehensive list of permitted fundraising activities and methods

3. Schedule 3: Financial Terms: Detailed breakdown of financial arrangements, including fees, commissions, and payment structures

4. Schedule 4: KPIs and Reporting Templates: Specific performance indicators and required reporting formats

5. Schedule 5: Compliance Checklist: List of required permits, registrations, and compliance requirements

6. Schedule 6: Brand Guidelines: Detailed requirements for use of logos, trademarks, and marketing materials

7. Appendix A: Required Forms and Documents: Templates for necessary documentation and reporting

8. Appendix B: Contact Details: List of key contacts and escalation procedures for both parties

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions







































Clauses








































Relevant Industries

Non-Profit

Charity

Education

Healthcare

Religious Organizations

Social Services

Environmental Conservation

Arts and Culture

Corporate Social Investment

Youth Development

Community Development

Humanitarian Aid

Animal Welfare

Sports and Recreation

Relevant Teams

Legal

Finance

Compliance

Development

Operations

Corporate Social Investment

Risk Management

Marketing

Public Relations

Grant Administration

Donor Relations

Partnership Management

Relevant Roles

Chief Executive Officer

Development Director

Fundraising Manager

Partnership Manager

Legal Counsel

Compliance Officer

Financial Director

Grant Manager

Campaign Manager

Operations Director

Program Director

Corporate Social Investment Manager

Non-Profit Executive Director

Business Development Manager

Risk Manager

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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