Guidance Notes and Standard Form of Agreement Between a Charity and a Consultant - [Messrs G Owen & Co]

These Guidance Notes and Standard Forms of Agreement between a Fundraising Consultant or a Professional Fundraiser and a Charity have been produced to help safeguard the interests of both parties and to comply with the Charities Act and the Charitable Institutions (Fundraising) Regulations.

Consultancy is an important and growing source of expert advice and support to those engaged in raising funds for charities; it is essential that the relationship is mutually satisfactory and founded on clearly understood arrangements.  This document aims to help that process.

The guidance notes highlight practical questions which a Charity and a Fundraising Consultant/Professional Fundraiser will need to resolve before signing any formal agreement.

The standard forms of agreement are as between a Charity and a Consultant /Professional Fundraiser, but could be used (appropriately adapted) by a charitable institution other than a charity.