Advisory Board Agreement Template – Charities & Non-Profits

For charities & NFP advisory boards

Original price was: $499.00.Current price is: $249.00. +GST

Use this template to:
  • Put a clear, legally binding advisory board agreement in place for charities & NFPs
  • Define roles, responsibilities & decision-making limits for volunteer or honorary advisers
  • Protect confidential information, IP & your organisation’s reputation
  • Record terms on meetings, reimbursement, term of appointment & when the role ends

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Advisory Board Agreement - Charities & Non-Profits: Template outlining contract details, scope of service, and governance.

About this Document

Use this template if you:
  • Are appointing advisory board members to a charity or NFP & want the role clearly documented
  • Need to separate advisory roles from director, employee or contractor positions
  • Want clear expectations on influence, time commitment & how advisers support the board
  • Need written protections around confidentiality, conflicts of interest & use of organisational IP
It is suited to:
  • Registered charities & ACNC-regulated entities
  • Not-for-profits, community organisations & foundations
  • Boards formalising informal advisers into an advisory board
  • Organisations relying on pro bono, volunteer or low-fee advisers
What this template covers:
  • How the advisory role is set up, what it involves & how long it runs
  • Expectations on meetings, preparation, access to information & reporting lines
  • Scope of advice, practical limits on authority & confirmation there is no power to bind the organisation
  • Confidentiality, privacy, use of information & ownership of materials created for the organisation
  • Conflicts of interest, independence expectations & disclosure obligations
  • When advisers may be reimbursed for expenses or paid fees / honorarium
  • How the appointment can end & what happens when an adviser steps down

You receive an editable Word document designed for Australian charities & NFPs that you can adapt to your governance framework, advisory board structure & funding model. It is a practical base for documenting advisory roles, not a substitute for tailored legal advice on complex or high-risk arrangements.

How To Use This Template

This template is a starting point, not a final document. It’s been drafted by Australian lawyers to be practical and flexible, but it still needs to be reviewed and tailored for your specific business, transaction and risk profile.

Before you use it, you should:

  • Complete all placeholders, bracketed items and optional fields;
  • Remove any drafting notes or clauses that aren’t relevant to your situation; and
  • Check that party names, entity details, dates, addresses, contact details and defined terms are accurate.

Make sure the template is consistent with your other documents and obligations – including any existing contracts, policies, procedures, website terms, privacy disclosures, regulatory requirements or internal governance documents. If anything conflicts, it should be resolved before you sign, issue, adopt or implement the document.

If you are using the template as an agreement, it should be reviewed and signed by all relevant parties in accordance with applicable law and your internal signing requirements. If you are using it as a policy, procedure, notice or compliance record, it should be approved and stored under your organisation’s normal document control processes.

This template is provided as general information only and is not legal advice. Complex, high‑value, highly regulated or cross‑border matters will usually require bespoke drafting. For anything outside a straightforward use case, we strongly recommend obtaining legal advice before relying on, signing or implementing this document.

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