Parties
Identify contracting parties with legal names, business types, contact details, and authorized signers; include tax IDs for fund transfers and billing purposes to prevent processing delays.
Using a Giving Day Agreement Template standardizes donor terms, allocates fundraising and processing responsibilities, and reduces legal exposure. It clarifies data handling, refund policies, and promotional commitments, supporting consistent operations and defensible records that meet ESIGN and UETA requirements for electronic transactions.
Typical users include nonprofit campaign managers, development directors, platform vendors, and institutional partners coordinating a giving day.
Use the template to reduce negotiation time, document responsibilities, and create auditable records for post-campaign reconciliation.
Identify contracting parties with legal names, business types, contact details, and authorized signers; include tax IDs for fund transfers and billing purposes to prevent processing delays.
Describe the giving day timeframe, fundraising goals, target donor segments, matching gift arrangements, event assets, and any geographic or participant eligibility restrictions applicable to campaign contributions.
Set processing fee responsibilities, payment methods accepted, refund and chargeback policies, timing of disbursements, reconciliation schedules, and tax reporting for donor receipts and grants records.
Specify what donor data will be collected, permitted uses, retention periods, data-sharing partners, security controls, and compliance obligations under HIPAA or other applicable privacy laws.
Allocate ownership and license rights for campaign creative, logos, and donor lists; include permission for use in future marketing and specify attribution and distribution requirements.
Define indemnities, insurance minimums, liability caps, event cancellation procedures, notice periods for termination, and steps to wind down data processing and financial reconciliation and reporting.
| Field | Configuration |
|---|---|
| Signer Authentication Method | Email link, SMS code, or knowledge-based authentication (where required). |
| Field Types and Validation | Signature, initials, dates, conditional fields, and input validation rules. |
| Routing Order and CC | Sequential or parallel routing with carbon-copy recipients for records. |
| Final Copy Distribution | Automatic PDF emailed to all parties and stored in system. |
Ensure the signing platform supports secure eSignature, audit trails, and data export for accounting and compliance.
Enter exact MM/DD/YYYY dates that define the fundraising window.
Specify when funds transfer to beneficiary bank accounts.
State deadlines for refund requests and liability handling.
Agree on report cadence, format, and content required.
Indicate donor receipt timelines for tax-deductible contributions.
| 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 | Verify | Verify | Verify | Verify |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |