BETH ANN LOCKE — MAJOR GIFT CATALYST PROGRAM AGREEMENT

Welcome!

I’m delighted you’re joining Major Gift Catalyst.

Major Gift Catalyst is a six-month major gift coaching and training program designed to help you strengthen your major gift fundraising, build deeper donor relationships, and know what to do next with the donors and prospects in your portfolio.

Through training, group coaching, practical tools, real-time support, and your Portfolio Review + Action Plan, you’ll have guidance as you put the work into action.

This Program Agreement (the “Agreement”) sets out what you can expect from me, what I ask of you, and the practical terms of participating in Major Gift Catalyst.

My goal is simple: no surprises. If anything in this Agreement is unclear, please ask before joining the Program.

1. The Parties

This Agreement is between The Fundraiser Coach, a business operating in British Columbia, Canada (“Beth Ann Locke,” “Beth Ann,” “I,” “me,” or “my”), and the person who accepts this Agreement (“you” or “your”).

By clicking “I Agree,” submitting payment, or otherwise enrolling in Major Gift Catalyst, you agree to the terms of this Agreement.

2. The Program

Major Gift Catalyst is a six-month major gift coaching and training program.

The Program is designed to provide education, coaching, strategy, practical resources, and support related to major gift fundraising and donor relationships.

Specific Program components are outlined in Schedule A — Program + Fees.

3. What You Can Expect From Me

As your coach and guide, I commit to bringing my experience, expertise, attention, and practical fundraising knowledge to the Program.

You can expect me to:

• provide thoughtful, practical guidance grounded in real-world major gift fundraising;
• help you look more closely at your donors, relationships, opportunities, and next steps;
• encourage a connection-based approach to fundraising;
• challenge assumptions when I believe doing so will help you see an opportunity differently;
• provide coaching, teaching, resources, and support as outlined in Schedule A;
• create an environment where participants can ask questions, test ideas, learn from one another, and grow in their fundraising practice; and
• treat you and the information you share with care and respect.

I will do everything reasonably within my control to provide a valuable experience. Your results, however, will depend on many factors outside my control, including your participation, your organization, your donors, timing, resources, internal decision-making, and the actions you choose to take.

4. What I Ask of You

Major Gift Catalyst works best when you are willing to participate, stay curious, and put what you are learning into practice.

By joining the Program, you agree to:

1. Participate thoughtfully and make reasonable efforts to attend coaching and training opportunities available to you.
2. Take responsibility for deciding what advice, strategies, language, or recommendations are appropriate for you and your organization.
3. Be open to looking differently at your donors, your portfolio, your fundraising practices, and the opportunities in front of you.
4. Ask questions, communicate when something is unclear, and let me know when you need help.
5. Treat other participants with professionalism, respect, generosity, and consideration.
6. Respect differences in organizations, fundraising environments, communities, donors, and lived experiences.
7. Maintain the confidentiality of information shared by other Program participants.
8. Protect confidential donor and organizational information when discussing real situations inside the Program.
9. Refrain from racist, discriminatory, harassing, abusive, or demeaning behaviour.
10. Follow the Community Guidelines outlined in Schedule B.

5. Your Portfolio Review + Action Plan

Your Portfolio Review + Action Plan is an important part of Major Gift Catalyst.

You may be asked to provide donor or prospect information so that we can identify opportunities, discuss prioritization, consider potential Ask ranges, and map appropriate next steps.

You are responsible for ensuring that any information you share is information you are permitted to disclose.

Whenever possible, please remove or disguise personally identifying information that is not necessary for our work together.

You remain responsible for all decisions concerning your donors, prospects, fundraising strategy, record keeping, privacy obligations, and organizational policies.

6. Confidentiality

I want Major Gift Catalyst to be a place where people can speak openly about their work.

Information you share directly with me will be treated as confidential except where disclosure is required by law or you give me permission to share it.

All participants are also expected to keep information shared by other participants confidential.

Because Major Gift Catalyst is a group program, I cannot guarantee the actions of every participant. By joining, you acknowledge that other participants will hear or see information you choose to share during group sessions or in the Kajabi Community.

Please use good judgment when discussing donors, prospects, employees, colleagues, volunteers, organizations, or other individuals.

Do not share information you are not authorized to disclose.

7. Group Coaching and Advice

Major Gift Catalyst provides coaching, training, education, and strategic guidance.

The Program does not provide legal, accounting, tax, financial, employment, privacy, or other regulated professional advice.

You are responsible for determining whether additional professional advice is needed for your organization or circumstances.

8. Program Term

This Agreement becomes effective when you accept it and enroll in Major Gift Catalyst.

Your participation will continue for the six-month Program term described in Schedule A, unless ended earlier in accordance with this Agreement.

Access to specific materials, recordings, or community spaces after the six-month term will be governed by the terms stated at the time of enrollment.

9. Program Access and Scheduling

Program sessions, coaching opportunities, and other scheduled activities will be provided as outlined in Schedule A and the Program materials provided to you when you enroll.

Program dates or scheduling arrangements may occasionally need to change. If that happens, I will provide reasonable notice whenever possible.

If you are unable to attend a live session, no individual make-up session is guaranteed unless specifically included in your Program.

10. Kajabi Community

Major Gift Catalyst may include access to a private Kajabi Community.

The Community exists to support your learning, provide a place to ask questions, share insights, celebrate progress, and learn alongside other Program participants.

Access to the Community is limited to current participants and others specifically authorized by Beth Ann Locke.

Your participation in the Community is subject to the expectations outlined in Schedule B — Community Guidelines.

11. Recordings

Some live Program sessions may be recorded so that participants can review the material afterward.

Because Major Gift Catalyst is interactive, recordings may include questions, comments, voices, names, or images of participants who choose to participate during a recorded session.

By participating in a live recorded session, you understand that your contribution may appear in the Program recording made available to other participants.

Program recordings will not be used publicly for marketing or promotional purposes without separate permission where permission is required.

If you prefer not to appear or be heard in a recording, you may choose not to turn on your camera or microphone and may use other available methods to submit questions where practical.

12. Fees and Payment

Program fees and payment options are set out on the Major Gift Catalyst sales page, checkout page, and in Schedule A.

All prices are stated in US Dollars unless otherwise indicated.

If you choose a payment plan, you authorize The Fundraiser Coach and its payment processor to automatically charge the payment method you provide according to the payment schedule presented to you at checkout.

A payment plan is a way of paying the total Program fee over time. It is not a month-to-month membership that may be cancelled at any time.

You remain responsible for the full Program fee unless otherwise required by applicable law or expressly agreed to in writing.

13. Failed Payments

If a scheduled payment is declined or cannot be processed, I or my team may contact you to update your payment information.

Program access may be paused if an outstanding payment is not resolved within a reasonable period.

You remain responsible for any outstanding amount due under the payment option you selected, subject to applicable law.

14. Cancellations and Refunds

Major Gift Catalyst is a substantial commitment of time, coaching capacity, Program resources, and space within the group.

Except where otherwise required by applicable law, Program purchases are final and payments are non-refundable.

If you choose to stop participating before the end of your six-month Program term, you remain responsible for any unpaid balance under the payment plan you selected.

If Beth Ann Locke cancels the entire Program and does not provide a reasonably comparable alternative, any appropriate refund or credit will be determined based on the portion of the Program that was not delivered.

15. Removal From the Program

I want Major Gift Catalyst to be a respectful, supportive, and productive environment.

I reserve the right to remove a participant from the Program or Kajabi Community for serious or repeated violations of this Agreement or the Community Guidelines.

Examples may include:

• harassment or abusive behaviour;
• racism or discrimination;
• breaches of participant confidentiality;
• inappropriate solicitation of other participants;
• repeated disruption of the group experience;
• unauthorized sharing of Program materials; or
• behaviour that materially interferes with the safety or ability of others to participate.

Where appropriate, I may first raise the concern with you and provide an opportunity to correct it.

For serious breaches, removal may be immediate.

Removal for a violation of this Agreement does not automatically entitle you to a refund, subject to applicable law.

16. No Guarantees

Fundraising is human work.

There are many factors that influence whether a donor gives, how much they give, when they give, and whether a particular fundraising strategy succeeds.

For that reason, I cannot and do not guarantee that participating in Major Gift Catalyst will result in a particular gift, revenue amount, donor response, promotion, organizational result, or other specific outcome.

Examples or stories shared in the Program are illustrations of what has happened in particular circumstances. They are not promises that you or your organization will achieve the same result.

17. Your Responsibility

You remain responsible for your own professional decisions and for the decisions made by your organization.

You decide what actions to take, what recommendations to implement, what conversations to have, what Ask to make, what amount to request, and how to apply what you learn.

You also remain responsible for complying with your organization’s policies and any laws, regulations, professional requirements, privacy obligations, or ethical standards that apply to your work.

18. Communication

Program communication may take place through:

• email;
• Zoom;
• the Kajabi Community; and
• any other communication method specifically identified as part of Major Gift Catalyst.

Program support is provided within the boundaries and availability described in the Program materials.

Major Gift Catalyst does not include unlimited or emergency access to Beth Ann Locke.

19. Intellectual Property and Program Materials

All Major Gift Catalyst training, frameworks, videos, recordings, worksheets, guides, templates, PDFs, presentations, exercises, and other materials provided by Beth Ann Locke remain the intellectual property of Beth Ann Locke or The Fundraiser Coach unless otherwise stated.

Your enrollment gives you a limited, personal right to use these materials for your own professional learning and fundraising work.

You may not, without written permission:

• sell or resell the materials;
• reproduce or distribute them publicly;
• upload them to shared resource libraries;
• provide them to people who are not enrolled in the Program;
• use them to create or teach your own training program;
• substantially copy or republish them; or
• represent the materials as your own work.

You are encouraged to apply what you learn in your own fundraising practice.

20. Testimonials and Success Stories

I will not use your name, image, organization, testimonial, donor story, fundraising result, or identifiable experience in public marketing without permission.

If I ask to share a success story, testimonial, or example publicly, you will have the opportunity to approve how you and your organization are identified.

21. Technology

Major Gift Catalyst relies on third-party technology such as Kajabi, Zoom, email, Stripe, or similar services.

While reasonable efforts will be made to keep the Program accessible, I am not responsible for temporary interruptions, outages, platform changes, internet problems, or other technical issues outside my reasonable control.

Where practical, I will make reasonable efforts to provide an alternative when a significant technical problem affects Program delivery.

22. Concerns

I want you to have a strong experience in Major Gift Catalyst.

If something is not working for you, something feels unclear, or you have a concern about the Program or another participant, please tell me.

I would much rather have the conversation while there is an opportunity to address the issue.

23. Standard Legal Terms

Governing Law

This Agreement will be governed by the laws of the Province of British Columbia and the applicable laws of Canada.

Severability

If any provision of this Agreement is found to be invalid or unenforceable, the remaining provisions will continue in effect.

Entire Agreement

This Agreement, together with Schedule A, Schedule B, and the applicable Program checkout terms, represents the agreement between us concerning your participation in Major Gift Catalyst and replaces prior discussions or understandings concerning the same subject.

Changes

Any material change to this Agreement must be agreed to in writing unless the change is required by law.

Program scheduling, platforms, or delivery details may be reasonably adjusted where necessary provided the overall nature and value of the Program are not materially reduced.

Waiver

If I choose not to enforce a provision of this Agreement on one occasion, that does not mean I waive the right to enforce it in the future.

Notices

Where written notice is required, email will be considered an acceptable form of written communication unless applicable law requires otherwise.

Headings

Headings are included to make this Agreement easier to read and do not change the meaning of its terms.

Electronic Agreement

You agree that this Agreement may be accepted electronically, including by clicking “I Agree.”

Electronic acceptance has the same effect as signing a paper copy of the Agreement.

SCHEDULE A

PROGRAM + FEES

Program

Major Gift Catalyst

Major Gift Catalyst is a six-month major gift coaching and training program.

Your Program may include:

• live group coaching and training sessions;
• opportunities to ask questions and receive coaching;
• access to the Major Gift Catalyst training curriculum and resources;
• access to the private Kajabi Community during the Program term;
• a Portfolio Review + Action Plan;
• Program recordings where applicable; and
• additional tools, resources, or support identified on the Major Gift Catalyst sales page or checkout page at the time you enroll.

The exact Program schedule, session dates, access details, and any additional included benefits will be provided separately.

Portfolio Review + Action Plan

Your Major Gift Catalyst enrollment includes a Portfolio Review + Action Plan.

You will receive instructions about the information to prepare and how to schedule your review.

The Portfolio Review + Action Plan is intended to help identify strong opportunities within your portfolio, consider appropriate priorities and Ask ranges, and develop practical next steps for cultivation, stewardship, follow-up, and asking.

Program Term

Your Major Gift Catalyst participation lasts for six months beginning on the start date provided to you at enrollment.

Fees

You agree to pay the Major Gift Catalyst fee displayed on the sales page and checkout page at the time of your enrollment.

Available payment options may include payment in full or an installment plan.

Payment Plan Authorization

If you select a payment plan, you authorize The Fundraiser Coach and its payment processor to automatically charge the payment method provided at checkout according to the payment schedule shown when you enroll.

Currency

All fees are in US Dollars unless otherwise stated.

Applicable taxes will be charged where required.

Payment Method

Payments are processed by credit or debit card through Stripe or another payment processor identified at checkout.

Refund Policy

The refund and cancellation terms in Section 14 of this Agreement apply.

SCHEDULE B

COMMUNITY GUIDELINES

Major Gift Catalyst works best when participants feel comfortable asking questions, sharing challenges, testing ideas, and talking openly about fundraising.

These guidelines apply to Program sessions and the private Kajabi Community.

1. Protect Confidentiality

What another participant shares in Major Gift Catalyst stays within Major Gift Catalyst.

Do not share another participant’s stories, donor information, organizational information, challenges, screenshots, recordings, comments, or conversations outside the Program without their permission.

2. Protect Donor Privacy

Fundraising conversations often involve real donors and prospects.

Please share only the information necessary to get the coaching or feedback you need.

Whenever possible, anonymize donor names and other identifying details.

Do not share confidential information you are not authorized to disclose.

3. Be Respectful

Be thoughtful, constructive, and generous with other participants.

Different organizations and fundraisers work in different circumstances. You may disagree with an idea without criticizing or diminishing the person who shared it.

4. Ask Before Giving Advice

Sometimes someone wants ideas.

Sometimes they want coaching from Beth Ann.

Sometimes they simply need to talk through a situation.

Before jumping in with advice, consider whether the person has asked for it.

5. No Harassment or Discrimination

Racist, discriminatory, harassing, threatening, abusive, or demeaning comments or behaviour are not permitted.

6. No Uninvited Selling

Major Gift Catalyst is not a prospecting pool.

Do not use the Kajabi Community, Program directory, private messages, participant email addresses, or Program sessions to promote or sell your own products or services to other participants unless they have specifically invited the conversation.

Organic professional relationships are welcome. Unsolicited pitching is not.

7. Keep the Conversation Relevant

Questions and discussions should generally relate to fundraising, donor relationships, leadership, implementation, or the Major Gift Catalyst learning experience.

A little humanity is always welcome. Repeatedly taking discussions significantly off topic is not.

8. Share the Wins

Please bring your breakthroughs, questions, “aha” moments, difficult conversations, good donor meetings, unexpected lessons, and celebrations.

Part of the value of Major Gift Catalyst is learning from what happens when everyone puts the work into practice.

9. Beth Ann May Moderate the Community

I may remove posts or comments that violate these guidelines.

Serious or repeated breaches may result in removal from the Kajabi Community or Major Gift Catalyst in accordance with this Agreement.

Thank you for taking the time to read this.

I’m looking forward to working with you — and to helping you build a major gift practice rooted in stronger relationships, better conversations, and confident next steps.