The Fundraising Partnership Agreement serves as a crucial legal framework for organizations engaging in collaborative fundraising activities in the Philippines. This document is essential when two or more entities wish to combine their resources, expertise, and networks to conduct fundraising campaigns or programs. It addresses key aspects such as regulatory compliance with Philippine fundraising laws, financial arrangements, operational procedures, and risk management. The agreement is particularly important given the stringent regulatory environment in the Philippines, where fundraising activities are governed by various laws including the Securities Regulation Code, Anti-Money Laundering Act, and specific charitable solicitation regulations. The document helps organizations navigate these requirements while clearly defining roles, responsibilities, and expectations of all parties involved in the fundraising partnership.
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1. Parties: Identification and details of the contracting parties - typically the fundraising organization and the partner
2. Background: Context of the agreement, including the purpose of the fundraising partnership and general objectives
3. Definitions: Key terms used throughout the agreement, including technical and operational terminology
4. Scope of Partnership: Detailed description of the fundraising activities, target markets, and geographical coverage
5. Roles and Responsibilities: Specific duties and obligations of each party in the fundraising partnership
6. Regulatory Compliance: Obligations regarding permits, licenses, and compliance with Philippine fundraising and securities regulations
7. Financial Arrangements: Terms regarding revenue sharing, fees, expenses, and payment mechanisms
8. Operational Procedures: Day-to-day operational processes, reporting requirements, and coordination mechanisms
9. Representations and Warranties: Legal assurances and declarations made by both parties
10. Term and Termination: Duration of the agreement and circumstances under which it can be terminated
11. Confidentiality: Protection of confidential information and trade secrets
12. Intellectual Property: Rights and usage of trademarks, logos, and other intellectual property
13. Dispute Resolution: Process for resolving disagreements, including jurisdiction and governing law
14. General Provisions: Standard legal clauses including notices, amendments, and severability
1. Digital Platforms: Include when fundraising activities involve online platforms or digital tools
2. International Transfers: Required when fundraising activities involve cross-border transactions
3. Data Protection: Detailed section needed when collecting and processing personal data from donors
4. Anti-Money Laundering Procedures: Include for high-value fundraising activities or when dealing with multiple donors
5. Marketing and Branding: Include when the partnership involves joint marketing or brand usage
6. Force Majeure: Include to address unforeseen circumstances affecting fundraising activities
7. Insurance Requirements: Include when specific insurance coverage is needed for fundraising activities
8. Donor Rights and Protection: Include when directly engaging with individual donors
1. Schedule A - Fundraising Targets: Detailed breakdown of fundraising goals, timelines, and metrics
2. Schedule B - Fee Structure: Comprehensive breakdown of all fees, commissions, and payment terms
3. Schedule C - Operational Procedures: Detailed processes for fundraising activities, donor management, and reporting
4. Schedule D - Compliance Checklist: List of required permits, licenses, and regulatory requirements
5. Schedule E - Marketing Guidelines: Guidelines for use of brands, messaging, and promotional materials
6. Appendix 1 - Required Forms: Standard forms and templates used in fundraising activities
7. Appendix 2 - Contact Details: Key contact persons and escalation matrix for both parties
8. Appendix 3 - Technology Specifications: Technical requirements and specifications for digital platforms if applicable
Relevant legal definitions
Clauses
Relevant Industries
Non-profit & Charity
Education
Healthcare
Social Services
Arts & Culture
Religious Organizations
Environmental Conservation
Technology & Digital Platforms
Financial Services
Corporate Social Responsibility
Relevant Teams
Legal
Finance
Compliance
Development
Operations
Corporate Relations
Program Management
Business Development
Grant Management
Risk Management
Donor Relations
Relevant Roles
Chief Executive Officer
Development Director
Fundraising Manager
Legal Counsel
Compliance Officer
Partnership Manager
Program Director
Chief Financial Officer
Operations Manager
Grant Writer
Business Development Manager
Corporate Relations Manager
Non-profit Executive Director
Campaign Manager
Donor Relations Manager
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