Scope of Work
Describe tasks, deliverables, milestones, and acceptance criteria in sufficient detail so performance is measurable and auditable.
A clear Foundation Services Contract reduces misaligned expectations, protects restricted funds, documents deliverables for audits, and supports compliance with grantor, donor, and regulatory requirements such as IRS rules and funder guidelines.
The Foundation Services Contract is used by a mix of nonprofit staff, external vendors, and professional advisors when engaging paid services on behalf of a foundation.
Each signer should confirm authority to bind their organization and ensure any donor or regulatory conditions are reflected before execution.
Describe tasks, deliverables, milestones, and acceptance criteria in sufficient detail so performance is measurable and auditable.
Specify effective date, start and end dates, renewal terms, and milestone deadlines to avoid ambiguity about performance periods.
State fees, invoicing cadence, acceptable expenses, payment period, and any retainers or holdbacks tied to deliverables.
Note donor restrictions, grant conditions, restricted-fund usage, reporting obligations, and any required audit cooperation.
Define confidential information, permitted disclosures, and required safeguards where sensitive donor, beneficiary, or program data is involved.
Include termination for convenience and cause, notice periods, post-termination obligations, and dispute resolution procedures.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel routing |
| Authentication | Email link, SMS code, or KBA |
| Reminder Settings | Auto-reminders every X days |
| Retention | Export PDF + audit trail storage |
Define when obligations begin and when services commence.
Set deliverable due dates and acceptance windows.
Specify net terms (e.g., Net 30) and invoice due dates.
State notice period for termination for convenience.
Require written amendments signed by authorized parties.
When completing the contract electronically, plan authentication, audit trail, storage, and integrations to existing systems.
Ensure your chosen platform supports required compliance (e.g., HIPAA BAA) and produces a tamper-evident audit trail for recordkeeping and future review.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica needed a straightforward way to get customer approvals without extra training.
A small foundation managing property maintenance moved to fully online agreements.