A Fundraising Consultant is a person who is paid by a charity to advise on fundraising, but who does not himself make a solicitation on behalf of the charity for money or property. Hence a fundraising consultant might draft advertising material, advise on target donors, fundraising strategies etc. Fundraising consultants can:
" Train and motivate people in all aspects of fundraising.
" Create fundraising plans and help implement and evaluate those plans.
" Research prospective donors and write proposals if needed.
" Set up a data base for keeping track of donor information.
" Conduct feasibility studies.
" Conduct direct mail campaigns.
" Help board members understand their responsibilities, and help organizations recruit and train good board members.
" Study and recommend structural changes in an organization to improve functioning and fundraising efficiency.
" Help hire fundraising staff.
" Set up any other fundraising strategy that an organization has decided to use.
" Manage mailing lists and donor information.
A Utah Fundraiser Consultant Agreement is a legally binding document that outlines the terms and conditions between a nonprofit organization and a consultant hired to provide fundraising expertise and guidance. This agreement is crucial for establishing clear expectations, responsibilities, and compensation for both parties involved. The Utah Fundraiser Consultant Agreement typically covers various key aspects, including: 1. Purpose: This section defines the purpose of the agreement, stating that the consultant is being engaged to provide fundraising services to the nonprofit organization. 2. Services: It outlines the specific services the consultant will provide, such as developing fundraising strategies, managing campaigns, organizing events, researching potential donors, creating marketing materials, and training staff/volunteers. 3. Term: The agreement specifies the duration of the consultant's engagement, including the start and end dates. It may also include provisions for how the agreement can be terminated by either party and under what circumstances. 4. Compensation: This section covers the consultant's payment terms, including the fee structure, payment schedule, and any additional expenses or reimbursement clauses. It is common to include provisions for late payments, non-payment penalties, and the consultant's right to charge interest on overdue amounts. 5. Intellectual Property: If the consultant creates any intellectual property during the engagement, this section clarifies who will have ownership rights, usage rights, and any restrictions on its use, reproduction, or distribution. 6. Confidentiality: Both parties agree to maintain the confidentiality of any sensitive information or trade secrets they may be exposed to during the course of the agreement. This section may also describe protocols for data protection and privacy compliance. 7. Non-Competition: To protect the interests of the nonprofit organization, the agreement may include clauses prohibiting the consultant from engaging in fundraising work for competing organizations within a specified time and geographical area. Utah Fundraiser Consultant Agreements may have variations and specialized agreements to cater to specific needs. Some examples of these agreements include: 1. Event-specific Fundraiser Consultant Agreement: This agreement is tailored to a particular fundraising event, such as a gala, auction, or charity run, and includes provisions related to event planning, marketing, sponsorship, and revenue sharing. 2. Grant Writing Fundraiser Consultant Agreement: This agreement focuses on securing grants for the nonprofit organization and may involve drafting proposals, researching funding sources, and managing grant applications. 3. Major Donor Fundraiser Consultant Agreement: This agreement specifically targets engaging high-net-worth individuals or corporate sponsors as major donors and involves strategies for cultivation, solicitation, and stewardship of these donors. In conclusion, a Utah Fundraiser Consultant Agreement is a comprehensive legal contract that outlines the terms of engagement between a nonprofit organization and a consultant providing fundraising services. It covers aspects such as services, compensation, confidentiality, intellectual property, and non-competition. Additionally, there are variations of this agreement depending on the specific fundraising focus, such as event-specific, grant writing, or major donor consultant agreements.
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.