Fundraising Partnership Agreement Template for England and Wales

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Key Requirements PROMPT example:

Fundraising Partnership Agreement

"I need a Fundraising Partnership Agreement for a collaboration between our environmental charity and a major retail chain, where they will donate 1% of their sales to our cause during specific campaign periods in 2025."

What is a Fundraising Partnership Agreement?

The Fundraising Partnership Agreement is essential when organizations wish to collaborate on fundraising initiatives in England and Wales. This document provides a formal structure for partnerships between charities, businesses, or fundraising agencies, ensuring compliance with UK charity laws and fundraising regulations. It covers crucial aspects such as financial arrangements, data protection, brand usage, and operational responsibilities while protecting all parties' interests. The agreement is particularly important given the regulated nature of fundraising activities in the UK and the need for transparency in charitable operations.

What sections should be included in a Fundraising Partnership Agreement?

1. Parties: Identification and details of the parties entering into the partnership

2. Background: Context and purpose of the fundraising partnership

3. Definitions: Key terms used throughout the agreement

4. Partnership Scope: Details of fundraising activities covered by the agreement

5. Obligations: Responsibilities of each party

6. Financial Terms: Revenue sharing, costs, and payment terms

7. Term and Termination: Duration and conditions for ending the partnership

What sections are optional to include in a Fundraising Partnership Agreement?

1. Intellectual Property: Rights and usage of brands and materials - include when partnership involves sharing of branded materials or content

2. Data Protection: Handling of donor and customer data - include when personal data will be collected or shared

3. Exclusivity: Terms of exclusive partnership - include when parties agree to exclusive arrangements

What schedules should be included in a Fundraising Partnership Agreement?

1. Schedule 1: Fundraising Activities: Detailed description of planned fundraising activities

2. Schedule 2: Financial Terms: Detailed breakdown of revenue sharing and payment terms

3. Schedule 3: Brand Guidelines: Guidelines for use of logos and branded materials

4. Appendix A: Reporting Templates: Standard templates for activity and financial reporting

Authors

Alex Denne

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

Relevant legal definitions
Clauses
Industries

Charities Act 2011: Primary legislation governing charity operations in England and Wales, including fundraising activities and regulatory requirements

Companies Act 2006: Relevant when any party to the agreement is a registered company, covering corporate governance and director responsibilities

Data Protection Act 2018 and UK GDPR: Legislation governing how personal data must be collected, processed, and stored in fundraising activities

Consumer Rights Act 2015: Protects consumer rights and applies to fundraising activities involving the general public

Consumer Contracts Regulations 2013: Governs distance selling and online fundraising activities, including cooling-off periods

Charities (Protection and Social Investment) Act 2016: Additional regulations for charities regarding fundraising practices and social investment

Charitable Institutions (Fund-Raising) Regulations 1994: Specific regulations governing fundraising practices for charitable institutions

Fundraising Regulator's Code of Fundraising Practice: Sets standards for fundraising activities and must be followed by all charitable organizations

Financial Services and Markets Act 2000: Regulates financial activities and may apply to certain types of fundraising structures

Money Laundering Regulations 2017: Requirements for due diligence and preventing money laundering in financial transactions

Payment Services Regulations 2017: Governs payment processing and financial transactions in fundraising activities

Privacy and Electronic Communications Regulations (PECR): Regulates electronic communications and marketing activities in fundraising

CAP Code: UK Code of Non-broadcast Advertising and Direct & Promotional Marketing, governing fundraising marketing materials

Employment Rights Act 1996: Relevant if the partnership involves staff or employment matters

Equality Act 2010: Ensures non-discrimination and equal treatment in fundraising activities and employment

Gambling Act 2005: Applies to fundraising activities involving raffles, lotteries, or similar games of chance

Gift Aid Legislation: Tax regulations regarding charitable donations and Gift Aid claims

Local Authority Licensing Requirements: Various local regulations that may apply to specific fundraising activities or events

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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