Parties
Full legal names and entity types for each party, including mailing addresses and tax identification numbers, so the agreement clearly identifies who has rights and obligations under the contract.
A well-drafted agreement reduces legal and reputational risk by documenting roles, financial controls, and donor treatment. It protects donor intent, ensures accurate reporting, and helps resolve disputes quickly while meeting regulatory and tax obligations across federal and state rules.
Common users include nonprofit boards, third-party fundraisers, event organizers, sponsors, and in-house development teams seeking formalized responsibilities.
Parties should confirm signatory authority and, where applicable, whether additional approvals (board resolution or committee sign-off) are required before execution.
Signs on behalf of a nonprofit when empowered by the board; confirms acceptance of terms, fiscal controls, and reporting commitments. Their signature binds the organization and signals managerial accountability for fundraising results and compliance.
Signs to accept the scope, compensation, and confidentiality provisions. The contractor’s signature confirms agreement to comply with donor restrictions, submit timely reports, and adhere to any background-check or licensing conditions.
Full legal names and entity types for each party, including mailing addresses and tax identification numbers, so the agreement clearly identifies who has rights and obligations under the contract.
A defined description of permitted fundraising activities, geographic limits, campaign materials, and any prohibited solicitations so actions fall inside agreed boundaries and donor expectations.
Fee structure, commission rates, expense reimbursement rules, payment schedule, and conditions for withholding or clawback to avoid later disputes over earnings and costs.
How donations will be applied, designation rules for restricted gifts, and procedures for returning or reallocating funds if donor restrictions cannot be fulfilled.
Frequency and format of financial reports, donor lists, receipts and audit access so the recipient can demonstrate compliance and donors receive proper acknowledgements.
Grounds for termination, wind-down responsibilities, final accounting, and dispute resolution methods to limit disruption and protect donor funds if the relationship ends.
| Field | Configuration |
|---|---|
| Signature Field | Require typed or drawn signature; enable timestamping |
| Required Fields | Make names, EIN, effective date mandatory |
| Routing Order | Set sequential or parallel signing flows |
| Authentication | Choose email, SMS code, or KBA as needed |
Ensure your signing platform supports PDF/DOCX formats, secure transmission, and an auditable completion certificate.
Use a vendor with audit trails, optional advanced signer authentication, and retention-friendly export options to maintain evidentiary value.
Date the fundraising activities may begin under the agreement
Monthly or quarterly financial updates as specified
Delivered within specified days after campaign close
Issue timely written acknowledgements for tax-deductible gifts
Provide documentation needed for annual nonprofit returns
A university engaged an external fundraiser to secure alumni gifts, focusing on naming opportunities and stewardship timelines.
A promoter organized ticketed benefit concerts and handled ticket sales and donor processing.
| 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 | 7-day free trial, no credit card required | Check vendor for trial terms | Check vendor for trial terms | Check vendor for trial terms | Check vendor for trial terms |
| Bulk Send | Available on higher tiers | Available on select plans | Available on select plans | Available on select plans | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |