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Charity Engagement Letter Template for Canada

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Key Requirements PROMPT example:

Charity Engagement Letter

"I need a Charity Engagement Letter for our environmental conservation organization engaging a professional fundraising consultant to manage our annual donor campaign and three major fundraising events in 2025, with specific focus on digital fundraising compliance and donor privacy requirements."

Document background
The Charity Engagement Letter is a crucial document used when establishing a formal professional relationship with a Canadian charitable organization. It serves as both a legal framework and operational guideline, typically implemented when a charity requires professional services such as consulting, fundraising, accounting, or strategic planning. The document must comply with Canadian federal and provincial regulations governing charitable organizations, including the Income Tax Act, provincial charitable regulations, and relevant privacy laws. Key components include scope of services, fee structures, compliance requirements, and specific provisions relating to charitable activities. The engagement letter is essential for protecting both parties' interests while ensuring transparency and accountability in accordance with Canadian charitable sector requirements.
Suggested Sections

1. Letterhead and Date: Organization's official letterhead and current date

2. Recipient Details: Full name and address of the charity representative

3. Salutation: Professional greeting to the appropriate contact person

4. Introduction: Brief introduction confirming the engagement and thanking the charity for the opportunity

5. Scope of Engagement: Clear outline of the services to be provided and any specific limitations

6. Responsibilities: Detailed description of both parties' responsibilities and expectations

7. Timeline and Deliverables: Expected timeframes and specific deliverables to be provided

8. Fees and Payment Terms: Clear explanation of fee structure, payment schedule, and any additional costs

9. Confidentiality: Commitment to maintaining confidentiality of charity's information

10. Compliance Statement: Confirmation of compliance with relevant charitable regulations and requirements

11. Termination Provisions: Terms under which either party may terminate the engagement

12. Acceptance: Space for signatures and formal acceptance of the engagement terms

Optional Sections

1. Conflict of Interest Disclosure: Required when there are potential conflicts that need to be disclosed

2. Regulatory Reporting: Include when engagement involves assistance with regulatory filings

3. Fundraising Guidelines: Required when engagement involves fundraising activities

4. Data Protection Protocols: Include when handling sensitive donor or beneficiary data

5. International Activities: Required when charity operates across borders

6. Volunteer Management: Include when engagement involves coordinating volunteer activities

7. Grant Application Support: Required when providing assistance with grant applications

Suggested Schedules

1. Schedule A - Fee Schedule: Detailed breakdown of fees, rates, and payment terms

2. Schedule B - Service Details: Comprehensive list of specific services and deliverables

3. Schedule C - Key Personnel: List of key team members and their roles in the engagement

4. Schedule D - Compliance Checklist: Checklist of regulatory requirements and compliance measures

5. Schedule E - Timeline: Detailed project timeline with key milestones and deadlines

6. Appendix 1 - Required Documents: List of documents required from the charity for the engagement

7. Appendix 2 - Reporting Templates: Standard templates for required reports and documentation

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























Clauses





























Relevant Industries

Healthcare and Medical Research

Education and Learning

Social Services

Environmental Conservation

Arts and Culture

Religious Organizations

International Aid and Development

Animal Welfare

Youth Development

Community Development

Poverty Reduction

Sports and Recreation

Disaster Relief

Scientific Research

Heritage Preservation

Relevant Teams

Legal

Finance

Compliance

Operations

Development

Administration

Risk Management

Charitable Programs

Donor Relations

Grant Management

Relevant Roles

Executive Director

Chief Financial Officer

Charity Administrator

Program Director

Fundraising Manager

Legal Counsel

Compliance Officer

Board Secretary

Operations Manager

Grant Writer

Development Director

Volunteer Coordinator

Finance Manager

Charitable Programs Manager

Donor Relations Manager

Industries








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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