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Charity Collaboration Agreement Template for United States

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Key Requirements PROMPT example:

Charity Collaboration Agreement

"I need a Charity Collaboration Agreement for a partnership between my educational nonprofit and a local healthcare charity to jointly operate a mental health awareness program in schools, with shared staff and resources, starting March 2025."

Document background
The Charity Collaboration Agreement serves as a crucial framework for nonprofit organizations seeking to work together effectively while maintaining compliance with U.S. regulatory requirements. This document is essential when charitable organizations plan to share resources, conduct joint programs, or collaborate on initiatives while preserving their individual tax-exempt status. The agreement addresses key aspects such as financial arrangements, regulatory compliance, risk management, and resource sharing, all within the context of U.S. federal and state nonprofit laws. It's particularly important for ensuring that collaborative activities align with each organization's charitable purpose and 501(c)(3) requirements.
Suggested Sections

1. Parties: Identification of the collaborating charitable organizations, including legal names, addresses, and registration details

2. Background: Context of the collaboration, shared objectives, and charitable purposes

3. Definitions: Key terms used throughout the agreement

4. Scope of Collaboration: Detailed description of joint activities and responsibilities

5. Term and Termination: Duration of the agreement and conditions for ending the collaboration

6. Financial Arrangements: Resource sharing, cost allocation, and financial responsibilities

7. Compliance Requirements: Obligations to maintain charitable status and regulatory compliance

Optional Sections

1. Intellectual Property Rights: Management of IP created during collaboration - use when collaboration involves creation of materials, brands, or technology

2. Data Protection: Protocols for handling shared data - use when personal or sensitive data will be shared

3. Staff Sharing: Terms for shared personnel arrangements - use when staff will work across organizations

4. Grant Management: Procedures for joint grant applications and management - use when collaboration involves joint funding applications

Suggested Schedules

1. Project Plan: Detailed timeline and deliverables for collaborative activities

2. Budget: Detailed financial projections and cost allocation

3. Resource Schedule: List of shared resources and usage terms

4. Compliance Checklist: Regulatory requirements and compliance procedures

5. Insurance Requirements: Details of required insurance coverage

6. Reporting Templates: Standard forms for progress and financial reporting

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

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Industries

Federal Tax Laws: Includes IRS Code Section 501(c)(3), requirements for maintaining tax-exempt status, rules on unrelated business income, and restrictions on private benefit and private inurement

State Charitable Organization Laws: Encompasses state-specific registration and reporting requirements, charitable solicitation laws, and nonprofit corporation laws

Federal Grant Regulations: Covers Uniform Administrative Requirements (2 CFR Part 200), federal grant compliance requirements, and cost principles for nonprofits

Privacy and Data Protection: Includes data sharing provisions, HIPAA compliance (for medical information), and state privacy laws

Intellectual Property Laws: Covers Copyright Act, trademark laws, and IP ownership and licensing considerations

Employment Laws: Includes Fair Labor Standards Act, state employment laws, and worker classification rules for shared staff arrangements

Anti-Trust Considerations: Encompasses Sherman Act, Clayton Act, and Federal Trade Commission Act requirements

State Contract Laws: Covers general contract formation and enforcement, plus state-specific requirements for charitable contracts

Risk Management: Includes insurance requirements, liability allocation, and indemnification provisions

Financial Accountability: Covers Generally Accepted Accounting Principles (GAAP), financial reporting requirements, and audit requirements

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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