SUMMIT ON-SITE FUNDRAISING IMPLEMENTATION SERVICE AGREEMENT

This Service Agreement ("Agreement") is entered into between FundJoy® ("Consultant"), operated by Kristal Frazier, and the undersigned client organization ("Client").

1. SERVICES

Consultant agrees to provide the following services as part of the SUMMIT On-Site Fundraising Implementation program:

• One (1) full day (7 hours) of on-site fundraising consultation and implementation services at Client's location
• Pre-consultation assessment and customized preparation
• On-site assessment of Client's current fundraising efforts
• Collaborative development of fundraising strategies
• Hands-on implementation guidance with Client's team
• Summary report with action items and recommendations following the on-site visit
• One (1) follow-up virtual call within 30 days of the on-site visit

2. SCHEDULING AND LOCATION

2.1 The on-site services will be provided for one (1) business day (up to 7 hours) at Client's primary location or other mutually agreed location.

2.2 The date for services shall be mutually agreed upon by both parties and confirmed in writing at least 30 days in advance.

2.3 Date changes requested by Client must be submitted in writing at least 14 days prior to the scheduled date. Rescheduling may be subject to availability.

3. FEES AND PAYMENT

3.1 The total fee for the SUMMIT On-Site Fundraising Implementation is $6,500.

3.2 A non-refundable deposit of 50% of the total fee is due upon signing this Agreement to secure the consultation date.

3.3 The remaining balance is due no later than 14 days prior to the scheduled on-site consultation date.

3.4 All payments are non-refundable.

4. TRAVEL EXPENSES

4.1 Client shall be responsible for Consultant's reasonable travel expenses, including but not limited to:

• Round-trip transportation (airfare, train, or mileage at IRS standard rate)
• Hotel accommodations for the duration required to complete services
• Ground transportation
• Meals during travel and service days

4.2 Travel expenses will be estimated in advance and approved by Client. Actual expenses will be invoiced following the on-site visit with appropriate documentation.

5. CLIENT RESPONSIBILITIES

Client agrees to:

5.1 Provide accurate and complete information during the pre-consultation assessment.

5.2 Ensure necessary staff members are available during the on-site visit.

5.3 Provide appropriate workspace for Consultant during the on-site visit.

5.4 Provide access to relevant documents and information needed to complete the services.

5.5 Respond to pre-consultation communications in a timely manner.

6. RESCHEDULING AND CANCELLATION

6.1 Rescheduling by Client: If Client needs to reschedule the on-site visit, written notice must be provided at least 14 days in advance. One rescheduling is permitted without penalty, subject to Consultant's availability. Additional rescheduling will incur a fee of $750.

6.2 Cancellation by Client: If Client cancels the on-site visit for any reason, the following terms apply:

• Cancellation more than 30 days before scheduled date: 50% of deposit retained as cancellation fee
• Cancellation 14-30 days before scheduled date: Full deposit retained as cancellation fee
• Cancellation less than 14 days before scheduled date: Full fee retained, no refund

6.3 Cancellation by Consultant: If Consultant needs to cancel or reschedule due to emergency, illness, or unforeseen circumstances, Consultant will work with Client to reschedule at a mutually agreeable date with no additional fees, or provide a full refund at Client's option.

7. INTELLECTUAL PROPERTY

7.1 Any materials, documents, strategies, or plans created by Consultant remain the intellectual property of Consultant.

7.2 Client is granted a non-exclusive license to use materials provided by Consultant for internal organizational purposes only.

7.3 Client shall not reproduce, distribute, or sell any materials provided by Consultant without prior written consent.

8. CONFIDENTIALITY

8.1 Consultant agrees to keep confidential all non-public information provided by Client.

8.2 Consultant may reference the general nature of services provided to Client in marketing materials or portfolio, but will not disclose specific confidential information.

9. LIMITATION OF LIABILITY

9.1 Consultant provides consultation and implementation guidance based on professional expertise but does not guarantee specific fundraising results.

9.2 Consultant's liability under this Agreement shall be limited to the amount of fees paid by Client.

9.3 Consultant is not liable for any indirect, consequential, or incidental damages.

10. TERM AND TERMINATION

10.1 This Agreement shall commence upon signing and shall continue until the completion of all services outlined herein.

10.2 Either party may terminate this Agreement with written notice in the event of material breach by the other party.

11. GENERAL PROVISIONS

11.1 Independent Contractor: Consultant is an independent contractor and not an employee of Client.

11.2 Entire Agreement: This Agreement constitutes the entire understanding between the parties and supersedes all prior agreements.

11.3 Governing Law: This Agreement shall be governed by the laws of TEXAS.

11.4 Amendments: Any modifications to this Agreement must be in writing and signed by both parties.

11.5 Force Majeure: Neither party shall be liable for failure to perform due to circumstances beyond reasonable control.

ACCEPTANCE OF TERMS:

By clicking "Complete my Purchase", you acknowledge that you have read, understood, and agree to be bound by the terms and conditions of this Service Agreement. This Agreement constitutes a legally binding contract between your organization and FundJoy®.

Your purchase confirms your organization's commitment to the SUMMIT On-Site Fundraising Implementation program and your acceptance of all payment terms, cancellation policies, and service provisions outlined in this Agreement.

For questions regarding this Agreement, please contact Kristal Frazier at [email protected] before completing your purchase.