Terms & Conditions

Fundraising FastTrack Program

Effective Date: Date of Payment

This Agreement ("Agreement") is made and entered into between the the individual completing enrollment at the end of this Agreement ("you", "your", "the Client") and The Cause Specialists Inc. ("us", "we", "our", "The Cause Specialists Inc."), and is effective as of the date of your signature. 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 1 year access period, you will receive:

  • Access to the Fundraising FastTrack online training portal
  • Weekly group Q&A coaching sessions
  • 6 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 templates, worksheets, scripts, and systems
  • Access to the online community portal
  • 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

Purchase Date / Commencement Date: The date payment is made.

Access Period: 365 days from the Commencement Date. This includes the 90-day implementation and guarantee period, plus an additional buffer during which all Program access, community membership, group coaching calls, and your final one-on-one coaching sessions remain available. No new guarantee claims may be initiated after Day 90.

Guarantee Period: 90 days from the Commencement Date.

3. Payment Terms

a) You agree to pay the full Program fee through one of the offered payment options.
b) If you select a payment plan, you authorize recurring charges until the full balance is paid.
c) Failed payments may be retried up to five times. You agree to provide updated payment details if a card expires or fails.
d) Missed or failed payments do not cancel this Agreement. You remain responsible for the full Program fee.
e) If payment remains outstanding, we may suspend Program access, require full payment of the remaining balance, and pursue collections if necessary.
f) You agree not to initiate chargebacks or payment disputes without first submitting a written guarantee claim in accordance with Section 5. Unauthorized chargebacks may result in immediate termination of Program access and forfeiture of any guarantee eligibility.
g) Upon successful completion of the Program, you have the option to continue with an additional 12 months of access for a one-time renewal payment of 2,500 USD (or equivalent in local currency). This renewal includes continued access to group coaching, community, training materials, and resources for the full 12-month period.

4. Representations & Warranties

a) You warrant to The Cause Specialists Inc. that this Agreement is voluntarily entered into, that you have been given the opportunity to obtain legal advice as to the nature, effect, and extent of this Agreement, that this Agreement binds the Client and its representatives, successors, and permitted assigns, that you understand the legal significance and effect of executing this Agreement, and that The Cause Specialists Inc. is relying on these warranties.
b) If you are enrolling on behalf of a company, the person signing this Agreement irrevocably guarantees all terms, conditions, obligations, and payments due pursuant to this Agreement.
c) For the avoidance of any doubt, a person authorized on your behalf will be taken to be any employee, agent, or third party that purchases, engages with, and/or logs into our Program using the company's login information. You and your authorized representative irrevocably agree that you have voluntarily entered into this Agreement.
d) The decision to register for this Program is your own, is voluntary, and you have not been pressured or coerced into making this decision. You acknowledge and agree that our materials and services are advisory and supportive only, and that no representations or warranties are made with respect to your results, except as expressly set out in Section 5 of this Agreement. You are responsible for implementing the work and understand that results vary based on your effort, market, and organizational readiness.

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.

We guarantee that if you complete all required steps listed below and do not raise at least what you invested in the Program (6,500 USD or equivalent in local currency) within 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 are automatically denied. No exceptions.

2. Required Results Condition
You have not raised six thousand five hundred dollars (6,500 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
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.

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

If you fall more than 7 days behind on any required deliverables, your guarantee eligibility is paused. To reinstate eligibility, you must email [email protected] within 3 business days of falling behind, explain the delay, and receive written confirmation that your timeline has been reviewed and approved for adjustment. Delays that are not communicated and approved in writing will void guarantee eligibility regardless of subsequent completion.

No campaign launched after Day 49 will be eligible for the guarantee. Insufficient time remains within the 90-day period to implement and measure results for campaigns launched after this date. No exceptions.

1. 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 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

2. Required FAST Win Campaign Execution

Within 60 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 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.

3. Coaching Participation
You must attend at least four live weekly Q&A calls and four of the five 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.

4. Help Request Requirement
If you have not raised 6,500 USD by Day 80, 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 80 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.

5. 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.

6. 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(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 80 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)

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 are automatically denied. No exceptions.

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.

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

The Program and all materials presented therein are proprietary to and the property of The Cause Specialists Inc. or third parties that license such material to The Cause Specialists Inc. All applicable rights in all copyrights, trademarks, trade secrets, trade names, patents, and other intellectual property rights in or associated with the Program are and will remain in The Cause Specialists Inc. or its licensors, and you shall have no such intellectual property rights in the Program. You may not record, use, or reproduce any material in the Program without the written permission of the owner. You understand that all communication in the Program may be recorded and may be used for promotional purposes. You authorize us to use your voice, materials, name, photos, screenshots, results, or likeness in future promotional or Program materials. You may withdraw this permission at any time by contacting us in writing, and we will honor that request going forward.

8. Indemnity

You indemnify and hold harmless us and our agents, employees, or appointed third parties against any and all losses, damages, liabilities, deficiencies, claims (whether arising out of this Agreement or otherwise), actions, judgments, settlements, interest, awards, penalties, fines, costs, or expenses of whatever kind, including attorney fees, and the costs of enforcing any right to indemnification under this Agreement and the cost of pursuing any insurance providers, relating to any claim of a third party arising out of or occurring in connection with your breach of this Agreement or from your activities and/or use of our materials, services, or the Program.

9. Use of Data

Notwithstanding anything to the contrary, we shall have the right to collect and analyze data and other information relating to the provision, use, and performance of various aspects of the Program, and we will be free (during and after the term hereof) to:

a) use such information and data to improve and enhance the Program and for other development, diagnostic, and corrective purposes in connection with the Program; and
b) disclose such data solely in aggregate or other de-identified form in connection with our business for any reason we see fit (within the maximum extent of the law).

10. Program Use

a) You agree to use the Program in line with our published policies and all applicable laws. We do not monitor your activity, although we reserve the right to review use at any time and may block activity that appears to violate these terms.
b) Usernames and passwords are for your use only and may not be shared with any other person. If you would like to grant access to a team member, you must request permission in writing at [email protected]. If approved, access is limited to named individuals within your organization and may not be extended further without additional written approval.
c) We are committed to maintaining a positive, productive, and respectful environment for everyone in the Program. Conduct that negatively impacts the experience of other participants, our team, or the integrity of the Program may result in removal. Examples of conduct that may result in removal include: harassment or disrespectful communication directed at other participants or staff, sharing Program materials with individuals outside the Program, fundraising within the community, and deliberate disruption of group sessions or community spaces. Removal is a last resort and will only be used when necessary to protect the learning environment. If removal occurs, your payment obligation remains in full, as removal is based on conduct rather than service delivery.
d) We will do our best to keep the Program available with minimal interruptions. Sometimes maintenance or third-party issues may temporarily affect access. We will give advance notice of scheduled maintenance whenever possible. While we work to provide a stable experience, we cannot guarantee uninterrupted service or specific results. The Program is offered as is.
e) You agree not to post content online that could reasonably be seen as inappropriate, defamatory, or harmful to The Cause Specialists Inc. or the Program community.
f) Program access is granted solely to the individual or organization that purchases the Program. Access is non-transferable and may not be shared, sold, assigned, or otherwise provided to any other individual or organization without the prior written permission of The Cause Specialists Inc.

 11. Confidentiality and Donor Information

During the Program, you may choose to share sensitive nonprofit information, including donor lists, prospect names, fundraising data, financial information, campaign results, or internal organizational materials ("Confidential Information") for coaching, feedback, or guarantee verification purposes.

The Cause Specialists Inc. agrees to treat all such information as strictly confidential and to use it solely for the purpose of providing Program support and reviewing Program eligibility requirements.

We will not:

a) sell, share, distribute, publish, or disclose your donor lists, donor records, prospect information, or internal organizational data to any third party;
b) use your donor information for our own fundraising or marketing purposes;
c) retain copies of donor lists or sensitive donor records after the review or verification process is complete.

Clients are encouraged, where possible, to remove personal donor contact details before submitting documents for review. However, if such information is included, it will remain confidential and will only be accessed by The Cause Specialists Inc. team members providing Program support.

We may reference general results or anonymized case examples for educational or promotional purposes, provided no identifying donor or organizational information is disclosed without your written consent.

12. Term

This Agreement remains in effect for the duration of your Program access and for a minimum of four (6) months following the end of your access, including any extended or renewed access periods.

13. Variation

We may update the terms of this Agreement from time to time. We will provide written notice of any changes. For minor or administrative changes, updates take effect 14 days after notice is provided. For material changes that affect your core Program entitlements or financial obligations, you will have 14 days from the date of notice to contact us in writing if you wish to discuss the change. Continued participation in the Program after that period constitutes acceptance of the updated terms. We are committed to the quality, consistency, and value of our services and reserve the right to adjust the Program in any way to provide the best possible experience and outcome for you.

14. Limitation of Liability

Notwithstanding anything to the contrary, The Cause Specialists Inc. and its officers, affiliates, representatives, contractors, and employees shall not be responsible or liable for:

a) error or interruption of use or for loss or inaccuracy or corruption of data or cost of procurement of substitute goods, services, or technology or loss of business;
b) any indirect, exemplary, incidental, special, or consequential damages;
c) any matter beyond our reasonable control; or
d) any amounts that, together with amounts associated with all other claims, exceed the fees paid by you to us for the program under this agreement in the 12 months prior to the act that gave rise to the liability, in each case, whether or not we have been advised of the possibility of such damages.

15. Entire Agreement

In relation to the subject matter of this Agreement, this Agreement is the entire agreement between the parties, and this Agreement supersedes all oral and written communications by or on behalf of any of the parties.

16. 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 located in the United States are advised that certain state consumer protection laws may apply regardless of this governing law clause. Nothing in this Agreement is intended to limit any rights you may have under applicable mandatory consumer protection legislation in your jurisdiction. If you have questions about how this may apply to you, we encourage you to seek independent legal advice before signing.

 

Agreement and Authorization

By completing your purchase, you agree to the Fundraising FastTrack Terms and Conditions, including our cancellation and payment policy. Enrollment in the Fundraising FastTrack Program is non-refundable except as outlined in our Performance-Based Guarantee. If you select a payment plan, you are responsible for all scheduled payments regardless of participation. Please read the full Terms and Conditions before purchasing. If you have any questions, contact us at [email protected] before enrolling.

 

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