Beyond Compliance: Essential Provisions in Fundraising Contracts

Daniel Jenewein
May 28th, 2020

PCG’s pledge to its clients is to insure your organization is fully compliant under state charitable solicitation regulations. But beyond compliance, there are steps to be taken to protect your organization’s interests when it comes to your fundraising activities. You may engage the services of a consultant to develop a fundraising strategy, or that of a direct mail vendor to send out annual appeals. Perhaps you hire someone to assist in obtaining corporate sponsors for your next event, or use a data cooperative to reach more donors.

The first step in engaging a vendor is to come to an agreement, typically in the form of a contract. To protect your organization’s interests, you will want be certain to include some specific provisions.

In this complimentary webinar, Perlman & Perlman attorneys Jon Dartley and Daniel Jenewein discuss important contract provisions to include in contracts with consultants or other fundraising vendors, including provisions required by state law, or to ensure that personally identifiable information is handled properly, and to limit your liability, among others.

This webinar is intended for the non-legal professionals who interact with contracts related to fundraising.

To view this webinar, register here: Beyond Compliance: Essential Provisions in Fundraising Contracts


Topic: Webinar