Fundraising Commission Agreement Template for England and Wales

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Key Requirements PROMPT example:

Fundraising Commission Agreement

"I need a Fundraising Commission Agreement for our university to engage a professional fundraiser to help raise funds for our new medical research center, with a commission rate of 5% and an initial term of 2 years starting March 2025."

Document background
The Fundraising Commission Agreement is essential when organizations engage professional fundraisers or agencies on a commission basis. This contract type is commonly used in England and Wales, where it must comply with specific charitable and fundraising regulations. The agreement defines commission rates, payment terms, fundraising methods, territorial rights, and compliance requirements. It's particularly important for ensuring transparency in fundraising activities and protecting all parties' interests while maintaining compliance with the Charities Act 2011 and the Code of Fundraising Practice.
Suggested Sections

1. Parties: Identification and details of the contracting parties

2. Background: Context of the agreement and relationship between parties

3. Definitions: Key terms used throughout the agreement

4. Appointment and Scope: Terms of appointment and scope of fundraising services

5. Commission Structure: Details of commission rates, calculation methods, and payment terms

6. Obligations of Parties: Responsibilities and duties of both parties

7. Term and Termination: Duration of agreement and termination provisions

8. Compliance with Laws: Obligations regarding compliance with relevant legislation and regulations

9. Data Protection: Provisions for handling donor information in compliance with UK GDPR

10. Governing Law and Jurisdiction: Specification of English and Welsh law as governing law and jurisdiction

Optional Sections

1. Exclusivity: Terms of exclusive fundraising rights, used when parties agree to exclusive arrangements

2. International Fundraising: Provisions for cross-border fundraising activities, included when fundraising extends beyond UK borders

3. Performance Targets: Specific fundraising goals and metrics, included when parties agree to specific performance requirements

4. Anti-Bribery Compliance: Specific provisions relating to anti-corruption compliance, particularly relevant for large-scale fundraising operations

5. Intellectual Property Rights: Provisions regarding the use of brands, logos, and other IP in fundraising activities

Suggested Schedules

1. Commission Rate Card: Detailed breakdown of commission rates for different types of donations

2. Fundraising Territory: Geographic areas covered by the agreement

3. Compliance Requirements: Specific regulatory requirements and compliance procedures

4. Reporting Templates: Standard forms for performance reporting and commission calculations

5. Approved Fundraising Methods: List of permitted fundraising activities and methodologies

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

Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Industries

Charities Act 2011: Primary legislation governing charitable organizations and their fundraising activities in England and Wales

Companies Act 2006: Fundamental legislation governing company operations and corporate structures when parties are registered companies

Data Protection Act 2018 and UK GDPR: Legislation governing the handling, processing, and protection of donor personal information

Consumer Rights Act 2015: Legislation protecting consumer rights when dealing with public donors

Bribery Act 2010: Anti-corruption legislation ensuring ethical fundraising practices and transparency

Charities (Protection and Social Investment) Act 2016: Specific legislation strengthening charity regulation and fundraising oversight

Charitable Institutions (Fund-Raising) Regulations 1994: Regulations specifically governing fundraising activities by charitable institutions

Professional Fundraising Consultants Order 1994: Regulations governing the conduct and operations of professional fundraising consultants

Code of Fundraising Practice: Industry standard guidelines set and regulated by the Fundraising Regulator

Agency Workers Regulations 2010: Legislation protecting agency workers' rights if using temporary fundraising staff

Commercial Agents Regulations 1993: Regulations governing the relationship between principals and commercial agents in fundraising activities

Modern Slavery Act 2015: Legislation ensuring larger organizations prevent modern slavery in their operations and supply chains

Payment Services Regulations 2017: Regulations governing payment services and electronic money transfers in fundraising activities

Money Laundering Regulations 2017: Anti-money laundering regulations ensuring legitimate fundraising transactions

Financial Services and Markets Act 2000: Framework legislation governing financial services and markets relevant to fundraising activities

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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