Terms & Conditions

Fundraising FastTrack 
Effective Date: Date of Payment 
Last Updated: July 31, 2026

This Agreement ("Agreement") is made and entered into between the individual completing enrollment ("you", "your", "the Client") and The Cause Specialists Inc. ("us", "we", "our", "The Cause Specialists Inc."), and is effective as of the date of payment. In consideration of the promises and of the mutual covenants and conditions contained herein, the parties agree to the following terms and conditions:

1. Program Deliverables

During the Program Access Period, you will receive:

• Access to the Fundraising FastTrack online training portal (one year from Commencement Date)
• Weekly group Q&A coaching sessions (Program Access Period)
• Six personal one-on-one coaching sessions. Four sessions are scheduled at key checkpoints during the 90-day implementation period. Two bonus sessions are provided after the Guarantee Period to review results and work on next steps.
• Access to the Program Materials (one year from the Commencement Date)
• Access to the online community portal (Program Access Period)
• A personal review of your fundraising audit, case for support, and FAST Win campaign plan

We may update or improve the Program at any time.

2. Definitions

Commencement Date: The date your initial payment is successfully processed.

Training Portal and Resources Access Period: One (1) year from the Commencement Date. This covers access to the Fundraising FastTrack online training portal and all templates, worksheets, scripts, AI tools, and other Program Materials.

Program Access Period: One hundred twenty (120) days from the Commencement Date. This covers access to the online community portal, weekly group Q&A coaching sessions, and one-on-one coaching sessions. The Program Access Period includes the ninety (90)-day Guarantee Period plus an additional thirty (30)-day period during which coaching and community access remain available. 

Guarantee Period: Ninety (90) days from the Commencement Date.

Program Materials: All videos, templates, worksheets, scripts, AI tools, resources, documents, recordings, coaching materials, software, systems, and other content provided as part of the Program.

Raised Funds: Cash donations, sponsorships, grants awarded, donor-advised fund grants, recurring donations committed during the Guarantee Period, and gifts-in-kind accepted by the Client at fair market value. Verbal pledges, anticipated donations, or gifts that have not been documented or received do not qualify as Raised Funds.

Campaign: A fundraising campaign implemented using the Fundraising FastTrack methodology and launched in accordance with the Program requirements.

Completed: A Program module or assignment is considered completed only when all required work has been submitted and The Cause Specialists Inc. has confirmed in writing that it meets the Program requirements.

3. Payment Terms

a) You agree to pay the full Program Fee using one of the payment options offered by The Cause Specialists Inc.

b) If you select a payment plan, you authorize The Cause Specialists Inc. to automatically charge your selected payment method until the Program Fee has been paid in full.

c) If a payment is declined or fails for any reason, we may retry the payment up to five (5) times. You agree to promptly provide updated payment information if your payment method expires or becomes invalid.

d) Missed, late, or failed payments do not cancel this Agreement. You remain responsible for payment of the full Program Fee.

e) If your account becomes past due, we may suspend your access to the Program, require immediate payment of the outstanding balance, and pursue any lawful collection remedies available to us.

f) You agree not to initiate a chargeback or payment dispute without first submitting a written guarantee claim in accordance with Section 5. Unauthorized chargebacks or payment disputes may result in immediate suspension or termination of Program access and forfeiture of eligibility under the Performance-Based Guarantee.

g) Upon completion of the Program Access Period, you may extend your Program Access Period for an additional twelve (12) months for a one-time renewal fee of $2,500 USD (or the equivalent in your local currency at the time of purchase). This renewal includes continued access to group coaching, the online community, and Program resources. Access to the Training Portal and Program Materials continues for the remainder of your original one-year Training Portal and Resources Access Period regardless of whether you purchase a renewal.

 
4. Representations & Warranties

a) You represent and warrant that you are voluntarily entering into this Agreement, that you have had the opportunity to obtain independent legal advice before doing so, that you understand the terms of this Agreement, and that this Agreement is legally binding upon you and, where applicable, your organization.

b) If you are enrolling on behalf of an organization, you represent and warrant that you have the authority to enter into this Agreement on behalf of that organization and to bind it to all of its terms, conditions, obligations, and payment responsibilities.

c) Any employee, contractor, volunteer, agent, or other individual who accesses the Program using your organization's login credentials is deemed to be an authorized representative of your organization. You are responsible for ensuring that all authorized representatives comply with this Agreement.

d) You acknowledge that the Program provides education, coaching, guidance, and fundraising strategies. Except for the Performance-Based Guarantee set out in Section 5, we make no representations, warranties, or guarantees regarding your fundraising results, financial performance, or any other outcome. You acknowledge that your success depends on many factors beyond our control, including your implementation, effort, organizational readiness, donor relationships, and market conditions.

5. Performance-Based Guarantee

We stand behind this Program and the process we have built. This guarantee exists because we are confident in the system, and we want committed clients to succeed. It is not a general satisfaction guarantee or a risk-free trial. Clients who follow the process get results. This guarantee protects those clients, and it is written accordingly.

Subject to the eligibility requirements set out below, we guarantee that if you complete all required steps listed below and do not raise at least what you invested in the Program ($7,500 USD or equivalent in local currency) within ninety (90) days of your Commencement Date, you may choose either:

1. A full refund of your Program Fee, or
2. Three additional months of one-on-one coaching at no cost.

This guarantee applies only to Clients who fully implement the Program as designed and provide complete documentation as required below.

5(a). Eligibility Requirements

To qualify for the guarantee, all of the following conditions must be met. For clarity, the Commencement Date is the date payment is made.

1. Timeframe

• At least 90 days must have passed since the Commencement Date.
• You must submit your guarantee claim within 5 days after Day 90. Claims submitted outside this window will not qualify for the Performance-Based Guarantee, except where otherwise required by applicable law.

2. Required Results Condition
You have not raised $7,500 USD or more from any combination of donors, sponsors, grants, gifts-in-kind, campaigns, or outreach conducted during the Program period.

3. Required Training Completion
3(a). You must complete the core Program curriculum on the weekly schedule as designed. Completion is not satisfied by submission alone. You must receive written confirmation from The Cause Specialists Inc. that each submission meets the required standard. All worksheets must be completed, submitted, and confirmed as received by The Cause Specialists Inc. each required week.

3(b). If you fall behind the mandatory weekly progress schedule outlined in Section 5(b), you must immediately notify The Cause Specialists Inc. in writing and receive written approval of a revised timeline before continuing. Falling behind without obtaining this written approval voids guarantee eligibility.

4. Required Prospecting and Outreach
You must:

• Create a prospect list of at least 250 names using Program methods
• Submit your prospect list to The Cause Specialists Inc. for review using the Program tracker or CRM. The list must include prospect names, research notes, and outreach details. Lists submitted without this information will not satisfy this requirement.
• Log all donor outreach inside the prospect tracker
• Complete outreach to at least 20 individual prospects during weeks 5 through 12
• Complete sponsorship outreach to at least 20 businesses or partners during weeks 5 through 12

5. Required FAST Win Campaign Execution
Within 49 days of your Commencement Date, you must launch one FAST Win campaign that includes all of the following:

• A published campaign landing page with a professional donation form
• At least three campaign emails sent to your prospect list
• At least five campaign-related social media posts
• Documented donor outreach activity supporting the campaign

The Cause Specialists Inc. reserves the right to request additional supporting documentation to verify a claim. Failure to provide requested documentation within 5 business days of the request will void guarantee eligibility.

6. Coaching Participation
You must attend at least eight (8) live weekly Q&A calls and four of the six one-on-one coaching calls within the first 90 days. Attendance is tracked by The Cause Specialists Inc. and must be confirmed in our records. Watching replays does not satisfy this requirement. Attendance exceptions may be approved by The Cause Specialists Inc. in writing on a case-by-case basis at our sole discretion.

7. Help Request Requirement
If you have not raised $7,500 USD by Day 90, you must email [email protected] using the subject line "Help" and include:

• A summary of the actions you have taken
• All campaign outreach documentation
• Your current results
• Any obstacles you are facing

Failure to submit this email within the Day 90 window voids guarantee eligibility, regardless of subsequent actions taken. This step exists so we have the opportunity to help you course-correct before the 90-day window closes.

8. Results Verification
To verify your results, you must submit at least one of the following with your guarantee claim:

• Bank deposit records, receipts, or financial statements showing funds received during the Program period
• Access to or screenshots of your fundraising software dashboard
• Copies of any written donor pledges or commitment letters received during the Program period
• Copies of all campaign emails sent, including send date and recipient count
• A written summary of all direct donor requests made, including date, prospect name, and outcome

You are not required to submit your full donor database. However, you must provide sufficient documentation to verify that the required outreach was conducted and that the results claimed are accurate. Unverifiable claims will not satisfy this requirement.

9. Payment Status

All Program payments must be current and paid on time. Any late, declined, or missed payment voids guarantee eligibility for the duration of any outstanding balance.

5(b). Mandatory Weekly Progress Schedule

Program work must be completed on schedule. Deliverables may not be accumulated and submitted at the end of the Program. To qualify for the guarantee, you must meet the following deadlines:

• Weeks 1 and 2 deliverables submitted no later than Day 14
• Weeks 3 and 4 deliverables submitted no later than Day 28
• Case for support submitted for review no later than Day 28
• FAST Win campaign plan materials submitted and approved no later than Day 42
• Campaign launched no later than Day 49

No campaign launched after Day 49 will qualify for the Performance-Based Guarantee because insufficient time remains within the Guarantee Period to implement and measure results.

5(c). Guarantee Exclusions

The guarantee does not apply if any of the following conditions are present:

• You fail to complete any of the required steps outlined in Section 5(a)
• You do not launch your campaign by Day 49
• You do not complete the required prospecting and outreach minimums
• You do not submit the Help Email within the Day 90 window
• You cannot provide documentation sufficient to verify outreach activity, campaign execution, or fundraising results as outlined in Section 5(a)
• Results are claimed but cannot be verified through bank records, written donor commitments, or other reasonable financial documentation
• You request a refund for reasons unrelated to Program performance, including but not limited to personal issues, overwhelm, time constraints, change of mind, or lack of time to implement
• You are not up to date or compliant with required nonprofit filings, including your most recent IRS Form 990 or applicable annual reporting obligations
• You fall behind on the mandatory weekly progress schedule and do not communicate and receive written approval of a timeline adjustment as required under Section 5(a), Item 3(b)
• You deliberately provide false, misleading, incomplete, or fabricated information in connection with your guarantee claim.

These exclusions ensure the guarantee applies only to Clients who fully participate in the Program as designed.

5(d). Guarantee Claim Deadline

Refund requests must be submitted within 5 days after Day 90. Requests submitted outside this window will not qualify for the Performance-Based Guarantee, except where otherwise required by applicable law.

To submit a guarantee claim, email [email protected] with the subject line "Guarantee Claim" and include all documentation required under Section 5(a).

Incomplete claims will not be processed.

If your claim is approved, any refund will be processed within thirty (30) days of approval using the original payment method where reasonably practicable.

6. Cancellation and Withdrawal Policy

Outside of the Performance-Based Guarantee described in Section 5, this Program is non-refundable and non-cancellable.
Once you have enrolled and payment has been made, no refunds or withdrawals will be issued for any reason, including but not limited to:

• Change of mind or personal circumstances
• Lack of time or capacity to participate
• Dissatisfaction with the Program unrelated to the guarantee conditions
• Failure to log in, access materials, or engage with the Program
• External events or organizational changes

If you have enrolled through a payment plan, you remain responsible for all remaining payments regardless of whether you continue to participate in the Program. Discontinuing participation does not cancel your payment obligations.

The Performance-Based Guarantee in Section 5 is the sole mechanism through which a refund may be issued, and it applies only to Clients who meet all eligibility requirements set out in that section.

If you have questions about whether this Program is the right fit before enrolling, we encourage you to contact us at [email protected] prior to purchase.

7. Intellectual Property

Limited License 

Upon full payment (or while your payment plan remains in good standing), The Cause Specialists Inc. grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Program Materials solely for your own internal organizational fundraising purposes.

This license does not permit you to share, transfer, sublicense, sell, reproduce, publish, distribute, modify, create derivative works from, or otherwise make the Program Materials available to any third party without our prior written consent.

Ownership of Intellectual Property

The Program, including all Program Materials, videos, templates, worksheets, scripts, AI tools, systems, coaching materials, documents, recordings, trademarks, trade names, copyrights, and other intellectual property, is and shall remain the exclusive property of The Cause Specialists Inc. or its licensors.

Nothing in this Agreement transfers any ownership rights to you. Your purchase grants you only the limited license described above.

Recording and Sharing

You may not record, reproduce, copy, download (except where expressly permitted), distribute, or publicly display any portion of the Program without our prior written permission.

Program access is provided solely to the individual or organization that purchased the Program and may not be shared, transferred, resold, or provided to any other person unless expressly authorized in writing by The Cause Specialists Inc.

Testimonials and Promotional Materials

From time to time, you may choose to provide testimonials, success stories, screenshots, photographs, recordings, or other materials relating to your experience in the Program.

With your consent, we may use these materials, together with your name, organization name, likeness, and fundraising results, for promotional, educational, or marketing purposes.

You may withdraw your consent at any time by providing written notice to The Cause Specialists Inc. We will honor your request for all future use; however, we are not required to remove materials that were already published before we received your notice.

8. Indemnity

You agree to indemnify, defend, and hold harmless The Cause Specialists Inc., its owners, employees, contractors, affiliates, and representatives from any claims, losses, damages, liabilities, judgments, settlements, costs, or expenses (including reasonable legal fees) arising out of: 

a) your breach of this Agreement;

b) your misuse of the Program or Program Materials;

c) your fundraising activities, donor relationships, or communications conducted as part of implementing the Program; or

d) your violation of any applicable law or the rights of any third party.

This obligation survives the termination or expiration of this Agreement.

9. Use of Data

To improve and maintain the quality of the Program, The Cause Specialists Inc. may collect and analyze information relating to how the Program is accessed and used. 

This information may include usage statistics, participation data, feature usage, technical information, and feedback provided during the Program.

We may use this information to:

a) improve, maintain, and develop the Program and related services;

b) troubleshoot technical issues and enhance the participant experience;

c) evaluate Program effectiveness; and

d) create aggregated or anonymized reports, statistics, case studies, or educational materials.

We will never sell your personal information or donor information to third parties.

Any information shared outside The Cause Specialists Inc. will be aggregated or anonymized so that neither you, your organization, nor your donors can be identified unless you have given us your express written permission.

Nothing in this section limits the confidentiality obligations described in Section 11.

10. Program Use

To ensure a productive and respectful learning environment for everyone, you agree to use the Program in accordance with this Agreement, our published policies, and all applicable laws. 

a) Proper Use

You agree to use the Program solely for its intended educational and fundraising purposes. You are responsible for all activity that occurs under your account.

We reserve the right to investigate activity that reasonably appears to violate this Agreement and may suspend or restrict access while the matter is being reviewed.

b) Login Credentials

Your username and password are confidential and may not be shared with any other individual without our prior written permission.

If you wish to provide access to a team member within your organization, you must obtain written approval from The Cause Specialists Inc. Approved access is limited to the specific individuals authorized and may not be transferred or shared further.

c) Community Standards

We are committed to maintaining a professional, respectful, and supportive learning environment.

Conduct that may result in suspension or removal from the Program includes, but is not limited to:

• Harassment, bullying, discrimination, hate speech, or threatening behaviour
• Abusive or disrespectful communication toward participants or our team
• Sharing or distributing Program Materials without permission
• Soliciting donations, promoting products or services, or recruiting participants within the community without our written approval
• Deliberately disrupting coaching sessions or community discussions
• Any unlawful or fraudulent activity

Where reasonably possible, we will attempt to resolve concerns before removing a participant. However, we reserve the right to suspend or terminate access immediately where necessary to protect the Program or its participants.

Removal from the Program does not release you from your payment obligations under this Agreement.

d) Program Availability

We make every reasonable effort to provide uninterrupted access to the Program.

From time to time, maintenance, software updates, third-party service interruptions, or circumstances beyond our control may temporarily affect availability.

While we strive to minimize disruptions, the Program is provided on an "as available" basis, and uninterrupted access cannot be guaranteed.

e) Public Statements

You agree not to knowingly publish false, defamatory, or misleading statements about The Cause Specialists Inc., the Program, or its participants.

Nothing in this Agreement prevents you from expressing honest opinions or exercising any rights protected by applicable law.

f) Transfer of Access

Your Program access is personal to you or your organization and may not be sold, transferred, assigned, sublicensed, or otherwise provided to another person or organization without our prior written consent.

11. Confidentiality and Donor Information

During the Program, you may choose to share confidential or sensitive information with The Cause Specialists Inc., including donor lists, prospect names, fundraising plans, financial information, campaign results, internal organizational documents, and other materials ("Confidential Information") for the purposes of coaching, feedback, Program support, or guarantee verification. 

The Cause Specialists Inc. agrees to treat all Confidential Information as confidential and to use it solely for the purpose of delivering the Program and administering this Agreement.

We maintain reasonable administrative, technical, and physical safeguards designed to protect Confidential Information from unauthorized access, disclosure, or misuse.

Unless required by law, we will not:

a) sell, share, publish, distribute, or disclose your Confidential Information to any third party;

b) use your donor lists, donor records, prospect information, or fundraising data for our own fundraising, marketing, or commercial purposes; or

c) retain donor lists or sensitive donor records any longer than reasonably necessary to provide Program services or verify guarantee eligibility.

Where practical, we encourage you to remove personal donor contact information before submitting documents for review. If donor information is included, it will remain confidential and will only be accessed by team members who require it to provide Program support.

We may reference general fundraising outcomes, anonymous case studies, or aggregated results for educational or promotional purposes, provided that neither you, your organization, nor any donor can be identified without your prior written consent.

Nothing in this section prevents either party from complying with a legal obligation to disclose information where required by law.

12. Term

This Agreement begins on your Commencement Date and remains in effect for the duration of your Program Access Period, including any approved renewal or extension. 

The following provisions survive the termination or expiration of this Agreement to the extent necessary to give them full effect:

• Payment obligations
• Intellectual Property
• Confidentiality
• Indemnity
• Limitation of Liability
• Governing Law
• Any other provision that, by its nature, is intended to survive termination.

Termination or expiration of this Agreement does not affect any rights or obligations that arose before the Agreement ended.

13. Changes to the Program and this Agreement

We are committed to continually improving the Program and may update its content, resources, technology, coaching format, or administrative processes from time to time to enhance the participant experience.

We may also make reasonable updates to this Agreement to reflect changes in our business practices, legal requirements, or the operation of the Program.

If we make a material change that significantly reduces the core services you purchased or materially changes your financial obligations, we will provide written notice before the change takes effect.

No change will affect your eligibility under the Performance-Based Guarantee or any rights that accrued before the effective date of the change.

Your continued participation in the Program after receiving notice of a non-material change constitutes acceptance of the updated Agreement.

14. Limitation of Liability

To the fullest extent permitted by applicable law, The Cause Specialists Inc., its owners, employees, contractors, affiliates, and representatives will not be liable for: 

a) any indirect, incidental, special, consequential, exemplary, or punitive damages;

b) loss of profits, revenue, business opportunities, goodwill, donor relationships, anticipated fundraising results, data, or business interruption;

c) delays, interruptions, or failures caused by events beyond our reasonable control, including third-party software or technology providers; or

d) any decision, action, or outcome resulting from your implementation of the advice, strategies, templates, or materials provided through the Program.

Except where prohibited by law, our total liability arising out of or relating to this Agreement will not exceed the total Program fees actually paid by you under this Agreement.

Nothing in this Agreement excludes or limits liability that cannot legally be excluded under applicable law.

 

15. Force Majeure 

Neither party will be responsible for any delay or failure to perform its obligations under this Agreement if the delay or failure results from events beyond that party's reasonable control, including, but not limited to, natural disasters, pandemics, epidemics, war, terrorism, civil unrest, labour disputes, government actions, widespread internet outages, power failures, cyberattacks, or the failure of third-party technology providers.

If such an event occurs, the affected party will make reasonable efforts to resume performance as soon as reasonably practicable. Any Program timelines affected by the event may be reasonably extended.

16. Entire Agreement

This Agreement constitutes the entire agreement between you and The Cause Specialists Inc. regarding the Program and supersedes all prior discussions, representations, proposals, negotiations, understandings, and agreements, whether oral or written, relating to its subject matter. 

No waiver, modification, or amendment of this Agreement is effective unless made in writing, except as expressly provided in this Agreement.

17. Governing Law

This Agreement shall be governed by the laws in force in the Province of Alberta, Canada, and the parties irrevocably and unconditionally submit to the exclusive jurisdiction of the Court of King's Bench and any courts which may hear appeals from those Courts in respect of any proceedings in connection with this Agreement.

Note: Clients residing outside Canada acknowledge that mandatory consumer protection laws in their local jurisdiction may apply where required by law. Nothing in this Agreement is intended to exclude any rights that cannot legally be waived under applicable legislation.

 

18. Independent Relationship

Nothing in this Agreement creates any partnership, joint venture, employment, agency, or fiduciary relationship between you and The Cause Specialists Inc.

The Cause Specialists Inc. provides educational, coaching, consulting, and advisory services only.

 

Electronic Acceptance 

By checking the acceptance box, completing your purchase, or otherwise enrolling in the Program electronically, you acknowledge that you have read, understood, and agree to be legally bound by these Terms and Conditions.

You agree that your electronic acceptance constitutes your electronic signature and has the same legal effect as a handwritten signature to the fullest extent permitted by applicable law.