SPONSORED PROJECT HANDBOOK
|
|
- Evangeline Gordon
- 5 years ago
- Views:
Transcription
1 SPONSORED PROJECT HANDBOOK Welcome to SocialGood! We are very happy to be working with you and your projects to help support the good work you are striving to achieve. This handbook provides an outline of the basic operating procedures for your project. This is not yet a fully comprehensive handbook, so if you feel that something is missing and needs to be added, please let us know. And always feel free to contact us with any questions you may have. Contact Information: Main Office: (510) socialgood@socialgoodfund.org Executive Director mdpace@socialgoodfund.org Accounts Payable/Receivable accounts@socialgoodfund.org EIN (Tax-ID):
2 Receiving Donations Receiving Checks: Checks must be made out to SocialGood or Social Good Fund and can be mailed to us at: SocialGood (or Social Good Fund) PO Box 5473 Richmond, CA Your Project name must be written in the memo section of the check, otherwise we will not know which Project should receive the funds. You may also deposit funds directly into our bank account. We can provide our bank and deposit information upon request. If you decide to deposit checks directly into our account, you must also make sure to use our Donation Notification Form with the date and exact amount of the deposit so that we can find it easily and allocate it to your project. If you do not notify us about a deposit, we will not know who the funds are for. Receiving Material and In-Kind Donations: You can receive items such as cars, real estate, art, etc. for direct use and for liquidation (to receive cash for your Project). Once you receive the donation, you will give your donor a receipt indicating the items you receive and the fair market value of the donated item. Quid Pro Quo Contributions: Any donation that is given in exchange for goods or services (e.g., fundraising Gala tickets that include a dinner and entertainments) is considered a quid pro quo contribution. The tax-deductible portion is only the amount over and above the fair-market value of the item they receive in exchange for their donation. For example, if it costs you $50 per ticket to host a Gala event, and you sell the ticket for $100, then them amount the donor can deduct is $50. If you are hosting any fundraising events, or receiving any type of quid pro quo contribution, you must notify the donor in writing of the tax-deductible portion of their contribution. Stock donations: SocialGood can receive donations of stocks, bonds, or any other financial asset. Real Estate/High Value Material Donations: SocialGood will also receive real estate donation and other high value material items, such as art, antiques, etc. There is a 1.5% surcharge for all Real Estate and High Value material items which are to be liquidated. On-line Fundraising We are excited to offer our projects a powerful and comprehensive set of online fundraising tools. These are provided to you at no additional cost and are included as part of your fiscal sponsorship. Each tool is created and customized specifically for your project (you can even run multiple campaigns at a time). The fundraising tools include: donate button, event/ticket sales, crowdfunding, peer-to-peer and crowdfunding. 2
3 Donation Button SocialGood will provide you with a donation button for your website. We will also work with Stripe, if needed. Fully customizable. Add your logo, color scheme, and donation amounts. Donors can choose to cover the credit card processing fee (e.g., when someone donates $20, your project receives the full $20) 1.5% credit card processing fee when donors do not cover the fee (Flipcause [our service provider] will charge a higher processing fee at the time of the charge, but will refund any processing fees not covered by donors each Fiscal Quarter, so that the processing fee is 1.5%) Recurring donation options (monthly, quarterly, yearly) Know when you get a donation (You receive notifications immediately when a new donation is made) Donors automatically receive donation receipts and Thank You letters Donor contact information (choose what information to collect: , phone, address) Option to fully embed and customize look and feel of the donation button into your website Sell Event Tickets/Registrations 1.5% credit card net processing fee (same as donation button) Know when someone registers/buys a ticket (You receive notifications immediately when a new registration is made/ticket is sold) Donor contact information (choose what information to collect: , phone, address) Option to fully embed and customize look and feel of the donation button into your website Customize the look and feel of the registration page Peer-to-Peer Crowdfunding Create teams to fundraise for you! Your supporters and donors can easily sign up to help raise funds and sell tickets on your behalf Supporters can sign-up via address or Facebook directly through the button Create fundraising teams or simply let supporters sign up individually Each fundraiser has their own page portal Leaderboard tracking available (create a fun competition to see who made the most progress!) Third-Party Crowd-Funding We are happy to support any crowdfunding platform you choose, however, you must have all funds go directly into our bank account, or a check must be mailed directly to us, otherwise the funds you receive will not be tax-deductible. PLEASE NOTE: There is often no identifying information in our bank account for direct deposits. If a crowdfunding platform deposits funds directly into our account, you must also make sure to use our 3
4 Donation Notification Form and provide us with the date and exact amount of the deposit so that we can find it easily and allocate it to your project. If you do not notify us about a deposit, we will not know who the funds are for. Donation Receipts Providing Receipts: We receiving donations via check, we ask our projects to provide a donation receipt and Thank You letter directly to the donor. We do not do this for you, because Donor Development is a critical piece to the ongoing success of your project, and we do not want to take that away from you. Any time you give a donor a receipt, you must also submit a copy receipt to SocialGood. Customizing Receipts/Thank You Letters: You can create a custom receipt and thank you letter that has your logo and wording that is appropriate to your Project. Before you begin to use the receipt, please submit a draft to SocialGood for review and approval. Grants Each grantmaker has their own requirements about what information they require and how they handle fiscally sponsored projects. If the grant application is unclear as to whether they need the Project s information or the Sponsor s information, please check with the grantmaker about what is needed. Any information about the sponsor (past 990s, list of Board Members, etc. will be provided to you upon request). Grant Review/Submission: Please submit a copy of every grant to SocialGood for review before you submit it to the grantmaker. As part of our fiscal responsibility we must make sure that every grant falls within the scope our charitable purpose. Tracking Grants: It is the Project s responsibility to monitor the progress and awarding of grants. When funds have been received by SocialGood, we will notify you that the grant funds are available. Grant Reporting: Your Project will be responsible for fulfilling any reporting requirements of any grants received and submitting copies of the report to both the grantmaker and SocialGood. Checking Your Project Balance You will have access to run financial reports at your convenience through our accounting platform, Aplos. The primary report you will use to view your financials will the Transaction List By Fund Report. When your donations have totaled more than $500, you can request a login by ing socialgood@socialgoodfund.org. 4
5 Tracking Your Donors Donations made via check: In Aplos, you will you will be able to run reports for every donation received via check. You will also have access to the donor contact information. To see the donor contact information, you will need to click on the donation total of that donor. Donations made via our Donate Button: Reports of donors and donations made through our donate button can be provided upon request. Please to request a donation report of online donors. Requesting/Disbursing Funds All request for fund disbursements should be sent to: accounts@socialgoodfund.org. In your please write the name of your project in the subject line. SocialGood will review all expenses to ensure that they conform to IRS Guidelines as well as your charitable mission. Though it rarely happens, any requests that are not in accordance to IRS Guidelines will not be approved and will not receive payment disbursements. You can read more about IRS Guidelines for 501c3 organizations at: Paying Vendors/Contractors: All vendors/contractors who are paid over $600 must submit a W-9 both individuals and companies. If you utilize a vendor for services (e.g., web design, consulting, event services, etc.), it is required that they submit an invoice for their services they have provided. Please the invoice to us. Once we receive it, we will review it and send out payment, usually within 2-3 business days. Reimbursements (Model A Only): For smaller expenses or situations that require immediate payment, you can purchase the goods or services, and we will reimburse your project related expenses. You must keep your receipt and complete an expense form. Please the expense form with copies of your receipts. Once we review it, we will send you a reimbursement check for total expenses. Expenses that are not accompanied by a receipt will cannot be reimbursed, so please make sure to keep a copy. Scanned copies of receipts are preferred. Fund Disbursements (All Models): Funds will be disbursed via check, direct deposit, or Paypal upon request. Checks generally take 7 business days to arrive once processed by SocialGood. To receive funds via Paypal, you must have a Paypal account. The fund transfer is immediate. To receive funds via direct deposit, you must provide your , bank name, account, and routing numbers. Funds are typically available the next business day. 5
6 Fund Disbursements (Model C Only): SocialGood will not automatically release funds. Project funds will be held by SocialGood until they are requested by you for disbursement. Upon request we will generally make funds available to you within 2 to 3 business days. Additionally, you must keep all receipts for your purchases and expenses for 7 years--even if you are no longer operating your project. If you discontinue your project, you can mail the hard copies of any receipts to us. When you submit a new budget for a two-month period, you will need to provide the receipts for the previous two months. If receipts are not made available, or if any funds have been spent outside of your charitable purpose you may be required to reimburse SocialGood for those funds. This is necessary because it could jeopardize SocialGood s 501c3 status if we cannot properly account for how funds are spent, if they are spent outside the IRS guidelines, or outside the scope of our charitable purpose. Expense Cards (Model A Only): We also provide expense cards (PEX cards) at no cost to projects. Once your project has at least $1000 in funding, we can order you a PEX card. You must upload copies of your receipts to the PEX card platform. This can be done via the PEX Card smartphone app (Android and iphone) or online through PEX Card s card user portal. Fund/Grant Disbursement Reporting (Model C Only): All funds that a Model C project receives from SocialGood are treated as grants. Therefore, you must submit grant reports and keep all receipts for funds spent Grant reports are due every six months (June 15 and January 15). Insurance (Model A Only) SocialGood Provides General Liability and Worker s Compensation for our Model A projects. Our GL policy covers most project activities, however, if your project involves activities beyond the scope general office activities, we must check with our insurance broker to make sure that your project is covered. If our broker determines that additional coverage is required for your project, your project is responsible for covering the cost of any project-specific insurance costs. Should that occur, we recommend that you shop around and compare other rates that which our broker will provide in order to find the best price. Payroll (Model A Only) In general, if you or your staff are working regular hours and are to be paid by your project, you will be treated as employees rather than independent contractors, though there may be some occasions where 6
7 independent contractor status is appropriate. SocialGood will run payroll for you and your staff. Additional Payroll details/schedule can be found in the Employee Handbook. Additional Payroll fees (Model A only): Workers compensation insurance contribution: 1% of payroll (e.g., $50,000 payroll = $500 WC insurance contribution). WC insurance fees will be collected at the end of each calendar year, or up completion of your project should it end before the calendar year. Government payroll taxes for each of your employees will also be disbursed from your project s fund. Timesheets: If you have employees, timesheets can be accessed through Google Docs. Volunteers All volunteers must sign a waiver releasing the Project and SocialGood of any liability. Events (Model A Only) Before you begin to plan for any event, SocialGood must review your plans. This is simply to ensure that no additional insurance is needed, and if it is, that the proper event insurance can be acquired. Marketing Materials/Branding It is only important to mention SocialGood when you are seeking donations or making statements about being tax-deductible (501c3). In these instances, you should mention that you are "fiscally sponsored by Social Good Fund, a tax-deductible 501c3 nonprofit organization." Similar language can also be used. What Types of Donations are not tax-deductible The IRS stipulates that anything in which ownership cannot be transferred is not tax-deductible. Unfortunately, this means that rental space, pro-bono services or any other non-physical items cannot be given as tax-deductible donation. 7
8 SETTING EXPECTATIONS Communication We work hard to make fiscal sponsorship accessible and affordable, and work hard to strike a balance between serving the many projects that need our support and providing quick and efficient communication. In general, you can expect: is the best method of communication, but phone calls are always welcome. Please expect a response to s within 24 hours, though we will always try to respond as soon as possible. Urgent matters will receive a faster response, but please title the with: URGENT subject matter Project Name. Please only use this if the matter is truly urgent. We are available to answer calls between 9 am and 5 pm PST. If a call is not answered, we are likely on the phone with another project. We will try to respond to any voice messages within the same day, but you can expect a response within 24 hours. If you call and we are unable to answer, please leave a voice message rather than call back this is the most effective way to ensure we contact you as soon as possible. See WHO TO CONTACT for a list of the appropriate contact persons. Receiving Checks All check donations must be made out to, Social Good Fund or SocialGood, and your project name must be written on the memo/note line. Checks that are mistakenly written out to your project may be rejected by our bank, and new check will have to written by the donor. PLEASE NOTE: our bank will not allow you to sign over checks. Checks that are sent to our mailing address are deposited once per week (Friday). Once a check clears, the funds will be made available for your project. Provide a note with each batch of checks stating whether the checks are: o Donations o Fee for service o Tuition o Membership dues Providing Donation Receipts to Your Donors Donor development is a critical part of a nonprofit s success and is not something we want to take away from our sponsored projects. As such we ask all projects to provide a Thank You letter/donation receipt to their donors as needed. Projects will send their own Thank you letters and donation receipts to your donors Place a copy of all donation receipts in a.zip file and them to us at: socialgood@socialgoodfund.org Send any customized donation receipts to us to review before they are provided to donors. Please send them to Michael: mdpace@socialgooodfund.org 8
9 Paying Bills/Invoice (MODEL A) Invoices and bills will be sent out by Friday of each week. We process checks directly through our bank at Wells Fargo. Checks typically arrive in 7 business days after they are processed. Contractors should expect to receive payment within 10 to 15 business days from the time we receive the invoice. Faster payment options are available through: Venmo, Paypal, or Direct Deposit (Direct Deposit requires initial setup of 4 to 5 days). These payment options must be specifically requested by the contractor, and they must provide their payment details. Checking Status of Donations/Grants Should it be necessary, it is always the responsibility of the Project Director to follow up with donors and grantmakers to check the status of their donation/grant. This includes knowing when funds were sent to us, the exact amount, and by what means (check, direct bank deposit, wire, online donation, etc.) Crowdfunding/Sales Platforms (Generosity, Kickstarter, Eventbrite, Square, etc.) You may use any crowdfunding platform you like (Generosity is free and highly recommended for ease of use). The Project Director must notify us of when funds from a crowdfunding campaign are released into our bank account we need to know the exact amount and date of the deposit. If we are not notified when funds are released into our account, we will not know who the funds are for. These deposits do not provide any notation on your project/personal name. We want you to have your funds, so please make sure to remain aware of the deposit dates and amounts of any third-party crowdfunding/sales platforms you use and fill out our Deposit Notification Form. Viewing Your Financials In general, we will provide one login per project. If you want more than one person to have access to your financials, it is recommended to create an account and login details that can be shared among the users within your project. Separate Bank Accounts/In-Flow of Project Revenues MODEL A PROJECTS Model A projects will not open or maintain any bank account outside of SocialGood s project bank account. All revenues related to your project (this includes ticket and item sales as well as grants and donations) must go directly into SocialGood s project bank account. MODEL C PROJECTS Only tax-deductible donations and grants are required to come directly into SocialGood s bank account. MODEL C PROJECTS Model C projects are strongly encouraged to open and maintain a separate bank account from their own personal/business account. This is so that the charitable funds we grant to you are not co-mingled with non-charitable funds and accidentally spent on non-charitable activities. Additionally, should the IRS ever need to view your financial records, 9
10 having a separate bank account for your charitable activities related to your project will allow them to easily see how you have received and spent your project funds. 10
11 Who to Contact General Questions and Document Requests Sophie Marchant When to contact (examples): Requesting a donate button Login/password issues Banking information request PEX Card requests Letters of Affiliation socialgood@socialgoodfund.org Ph: Accounts Payable/Receivable Andrea Glickstein When to contact (examples): Paying for/sending in invoices/bills Questions about project financial details Incoming donations and checks accounts@socialgoodfund.org Ph: Technical Questions/Contracts/HR Michael Pace When to contact (examples): What can I do/not do as a project? Lease agreements Grant agreements Insurance questions Benefits Payroll mdpace@socialgoodfund.org Ph:
12 Consulting/Project Development Oliver Hack When to contact (examples): Consulting needs Questions about how to grow/improve project Board development Marketing development Ph:
Updated March 21, 2018
Exhibit 1 INCUBATOR FISCAL SPONSORSHIP PROGRAM MANUAL Updated March 21, 2018 ABOUT THE PROGRAM... 2 ELIGIBILITY... 2 CREATIVE CONTROL AND INTELLECTUAL PROPERTY... 2 APPLICATION PROCESS... 2 PROGRAM FEES...
More informationGetting Ready For Your Giving Day. Everything you need to know about participating in a Giving Day on GiveGab!
Getting Ready For Your Giving Day Everything you need to know about participating in a Giving Day on GiveGab! What is a Giving Day? A powerful 24-hour online fundraising event that unites a community around
More informationPepsiCo Foundation PepsiCo Gives Back Employee Giving Campaign FAQ
PepsiCo Foundation PepsiCo Gives Back Employee Giving Campaign FAQ October, 2015 Page 1 What is the PepsiCo Gives Back Employee Giving Campaign? This is an annual North America only fundraising campaign
More informationtable of contents. updated may 2018
updated may 2018 table of contents. about randstad with heart What can I do through Randstad With Heart? What is YourCause? What is the purpose? Where can I find more information about Randstad s policy,
More informationWhat s New and Exciting with Great Give Palm Beach and Martin Counties. April 24, 2018
What s New and Exciting with Great Give Palm Beach and Martin Counties April 24, 2018 Agenda The Basics Who s Who What s New in 2018 Intro to GiveGab - your 2018 Great Give Palm Beach and Martin Counties
More informationUCSF Community Fundraising Event Tool Kit
UCSF Community Fundraising Event Tool Kit Be a Community Fundraiser Thank you for your interest in supporting UCSF by hosting an event! UCSF is dedicated to promoting health worldwide through advanced
More informationThe Renaissance Charitable Gift Fund. Donor-Advised Fund Program
The Renaissance Charitable Gift Fund Donor-Advised Fund Program www.rcgf.org TABLE OF CONTENTS Renaissance Charitable Gift Fund... Page 2 Donor-Advised Funds... Page 3 Definitions... Page 3 Donors and
More informationPepsiCo Foundation Matching Gifts FAQ
PepsiCo Foundation Matching Gifts FAQ October, 2015 Page 1 What is the PepsiCo Foundation Matching Gift Program? The Matching Gift Program is designed to amplify PepsiCo employees individual charitable
More informationFISCAL SPONSORSHIP: HANDBOOK & APPLICATION. Applying for Fiscal Sponsorship Fiscal Sponsorship Application FAQ... 3
FISCAL SPONSORSHIP: HANDBOOK & APPLICATION Why Apply For Fiscal Sponsorship? Collect tax exempt donations Apply for grants requiring 501c3 status Receive administrative & project support SE Uplift wants
More informationFUNDRAISING EVENT ADMINISTRATION
PURPOSE/POLICY To provide procedures and guidance for conducting fundraising events in accordance with ICSUAM Policy 15701.00. The University shall accept fundraising proceeds for support of accepted programs
More informationVentura County Community Foundation
Ventura County Community Foundation SPECIAL & URGENT NEEDS (SUN) FUND GUIDELINES & APPLICATION Purpose The purpose of VCCF s Special and Urgent Needs (SUN) is to respond to immediate and/or unexpected
More informationRanken Jordan Pediatric Bridge Hospital Third Party Event Packet
Thank you for considering supporting Ranken Jordan Pediatric Bridge Hospital. We are grateful for all third parties who wish to raise money to help kids and their family s transition from the acute care
More informationEvery nonprofit conducting their own unique campaign on the day. Any IRS recognized nonprofit serving New York State
Registering For Agenda The Basics Benefits to participating Registering for #NYGivesDay Intro to GiveGab - your 2017 #NYGivesDay Platform! The GiveGab Basics Key Features and Resources Next Steps and Questions
More informationChapter 19 Fundraising
Chapter 19 Fundraising Fundraising activities are governed by School District Policy 2.16, Fundraising Activities Related to Schools, and the DOE Redbook. The general guidelines for fundraising per the
More informationWhat s New? September 13, 2018
What s New? September 13, 2018 Agenda The Basics Who s Who What s New in 2018 Intro to GiveGab - your 2018 Texoma Gives Platform! The GiveGab Basics Key Features and Resources Registering for Texoma Gives
More informationGEORGE MASON UNIVERSITY FOUNDATION, INC. DISBURSEMENT PROCEDURES AND INSTRUCTIONS
GEORGE MASON UNIVERSITY FOUNDATION, INC. DISBURSEMENT PROCEDURES AND INSTRUCTIONS Issue Date: October 10, 2017 The following document summarizes the disbursement policies and procedures of the George Mason
More informationGive Boldly FAQs. Program overview. Program guidelines
Give Boldly FAQs Program overview Why does ArcelorMittal offer the Give Boldly The ArcelorMittal Give Boldly program provides an opportunity for the company to recognize our employees community involvement.
More informationA private sector entity is a private agency, professional association, private foundation, corporate foundation, corporation or other such entity.
Procedures for Acceptance and Administration of Private Sector and Foundation Funding to George Mason University and The George Mason University Foundation, Inc. George Mason University (Mason) and George
More informationTITLE: MARYVILLE UNIVERSITY CROWDFUNDING POLICY
TITLE: MARYVILLE UNIVERSITY CROWDFUNDING POLICY AND PROCESS GENERAL POLICY: I. Introduction a. The following policy applies to crowdfunding campaigns or projects undertaken by any individual associated
More informationFundraising. Standards for PTA Fundraising
Fundraising The primary emphasis in PTA should be the promotion of the PTA Mission and Purposes of the PTA. The real working capital of a PTA lies in its members, not in its treasury. PTAs do not exist
More informationWHO CAN CREATE FUNDRAISING CAMPAIGNS?
Principal Quick Start Guide Crowdfunding is the practice of funding a project or idea by raising small amounts of money from a large number of people, typically via the Internet. The following guidelines
More informationYourCause NPO Guide YourCause, LLC CSRconnect Employee Engagement Platform June 2014
YourCause NPO Guide YourCause, LLC CSRconnect Employee Engagement Platform June 2014 Nonprofit Portal Overview YourCause.com is a free portal for nonprofits to administer their charity pages and engage
More informationServices that help donors give their support more generously
Working Together The Fidelity Charitable Gift Fund is an independent public charity Like your organization, we are also a nonprofit. Our donor advised fund program, called the Giving Account, helps us
More informationWhat can I do throughout the community?
What can I do throughout the community? Create a personalized profile page Donate to charities that you would like to support Fundraise for charities that you support by creating a giving page Find and
More informationWho Is Eligible Matching Gift Program: All full- and part-time employees that have been with the company for at least six months are eligible.
Guidelines Program Description The Piper Jaffray Matching Gift Program and Charitable Giving Campaign offers full-time and part-time employees the opportunity to make charitable contributions efficiently
More informationTHIRD-PARTY FUNDRAISING TOOLKIT
THIRD-PARTY FUNDRAISING TOOLKIT CHILDREN S HOSPITAL CHILDREN S HOSPITAL 200 Henry Clay Avenue New Orleans, LA (504) 896-9375 www.chnola.org THIRD-PARTY FUNDRAISING TOOLKIT Welcome Thank you for your sincere
More informationCROWDFUNDING FOR NONPROFITS
FOR NONPROFITS Crowdfunding empowers nonprofit organizations to conveniently raise donations via mobile, social and online networks of volunteers, donors and staff. Donations and donor data are collected
More informationThe Request for Proposal must be completed and submitted to CANAAF for its review and approval
February 21, 2017 Dear Event Coordinator, On behalf of the Board of Directors of the CANAAF, we thank you for your support of our fundraising efforts. CANAAF s mandate is CANAAF supports those affected
More informationScholarship Fundraising Tool Kit For Michigan State University Alumni Communities
Scholarship Fundraising Tool Kit For Michigan State University Alumni Communities Provided by the University Scholarships & Fellowships Advancement Office 3 Introduction 4 Development Office Contact Information
More informationAetna Foundation Matching Grant Program Guidelines. September 2010
Aetna Foundation Matching Grant Program Guidelines September 2010 What is the Giving Campaign and how can I make a pledge or get more information about it? Note: This section includes information about
More informationRegistration Guide Existing Users
Registration Guide Existing Users What is Give Miami Day? Give Miami Day is the largest annual giving event in the Southeast United States. Held online, Give Miami Day allows all individuals in our community
More informationSECTION 22 GIFTS PROCESSING
SECTION 22 GIFTS PROCESSING Policy Sequence 22-000 May 2008 Section 22 This page intentionally left blank. May 2008 Section 22 Introduction The California State University, Long Beach Foundation is a nonprofit
More informationAdult Day Care CACFP Eligibility and Responsibility
Adult Day Care CACFP Eligibility and Responsibility Chapter 3 Eligibility and Responsibility 3-1 Contracting Entity Responsibility and Eligibility Contracting Entity Responsibility As a CACFP contracting
More informationFREQUENTLY ASKED QUESTIONS FOR ELIGIBLE EMPLOYEES AND CAST MEMBERS
FREQUENTLY ASKED QUESTIONS FOR ELIGIBLE EMPLOYEES AND CAST MEMBERS * Cast members and employees of The Walt Disney Company or of any of its affiliates and subsidiaries will be collectively referred to
More informationRegistration Guide New Users
Registration Guide New Users What is Give Miami Day? Give Miami Day is the largest annual giving event in the Southeast United States. Held online, Give Miami Day allows all individuals in our community
More informationUniversity of Vermont and State Agricultural College 4-H Program, Inc.
University of Vermont and State Agricultural College 4-H Program, Inc. 4-H Treasurer s Book Name of Club County Treasurer Contents University of Vermont and State Agricultural College 4-H Program, Inc....
More informationFAQ. FAQ - Matching Gift Program. FAQ - Volunteer Grant Program. FAQ - Matching Gift Program
FAQ FAQ - Matching Gift Program What is the Charitable Matching Gift Program? Am I eligible to participate in The Home Depot Foundation Charitable Matching Gifts Program? How do I participate in The Home
More informationR0.01 Solicitation and Acceptance of Gifts for the University
21.05.01.R0.01 Solicitation and Acceptance of Gifts for the University Approved September 1, 1996 Revised April 15, 2003 Revised October 28, 2005 Revised May 19, 2010 Revised October 1, 2013 Next Scheduled
More informationProgram Rules & Guidelines: Matching Gifts Revised April 10, 2012
Program Rules & Guidelines: Matching Gifts Revised April 10, 2012 The JPMorgan Chase Matching Gifts Program maximizes the impact of employee charitable giving by allowing an eligible employee to suggest
More informationWhat You Need to Know About Fiscal Sponsorships
What You Need to Know About Fiscal Sponsorships Rachel Epps Spears Executive Director, Pro Bono Partnership of Atlanta What is Pro Bono Partnership of Atlanta? Free legal assistance for nonprofit organizations
More informationFundraising for CFC International
Fundraising for CFC International Improving the quality of life through family support, research, and education Thank you for expressing interest in conducting a fundraiser to raise money for CFC International.
More informationKaiser Permanente Northern California Region South Bay Public Affairs Santa Cruz County
Kaiser Permanente Northern California Region South Bay Public Affairs Santa Cruz County SPONSORSHIP GUIDE 2018 Table of Contents Introduction 2 Funding priorities 2 Eligibility guidelines 3 Selection criteria
More informationFrequently Asked Questions
Frequently Asked Questions What is Omaha Gives? Omaha Gives! is a 24-hour, online giving event organized annually by the Omaha Community Foundation to grow philanthropy in the metro area (Douglas, Sarpy,
More informationExternal Event Fundraising Packet
External Event Fundraising Packet This packet will help you structure a successful fundraiser within Make-A-Wish policies. The enclosed agreement must be approved by Make-A-Wish Mid- Atlantic before you
More informationCOMMUNITY EVENT FUNDRAISING TOOLKIT
COMMUNITY EVENT FUNDRAISING TOOLKIT PLANNING A SUCCESSFUL EVENT TO SEND KIDS WITH AND AFFECTED BY CHILDHOOD CANCER TO CAMP OOCH. OUR MISSION Camp Oochigeas is a privately funded, volunteer based organization
More informationAm I eligible to participate in The Home Depot Foundation Matching Gift Program?
FAQ FAQ - Matching Gift Program What is the Matching Gift Program? Am I eligible to participate in The Home Depot Foundation Matching Gift Program? How does the Matching Gift Program work? How do I register
More informationCorporate Citizenship Community Site FAQs
Corporate Citizenship Community Site FAQs What can I do throughout the community? Find and create volunteer opportunities, sharing your time and talent Connect with fellow employees through group pages
More informationAsk the Experts. February 27, 2018
Ask the Experts February 27, 2018 Introductions Name Organization What is one word you would use to describe how you feel about Spring2ACTion? A genda Quick overview of Spring2ACTion Prizes & Sponsors
More informationFundraising Guide for Eagle Scout Service Projects. Guide Table of Contents
Fundraising Guide for Eagle Scout Service Projects Guide Table of Contents Overview...Page 1 How to Apply Online Page 2 Required Documentation...Page 4 Writing the Web Story..Page 5 Forms...Page 6 Page
More informationPTA fundraising activities are carried out by a committee whose chairman is an appointed or elected member of the executive board.
Fundraising for PTAs Home Page> Finance > Fundraising for PTAs Fundraising is the method of raising money to finance PTA programs and projects. The fund-raising project must support the goals of PTA and
More informationFundraiser Kick-Off Meeting
Fundraiser Kick-Off Meeting Invite: ALC and KW Cares Committee Members Associates in the Market Center Vendors Family/Friends of Associates Share the Vision: Have a flier with photo and story about KW
More informationAlzheimer s Association Memory Walk Frequently Asked Questions
Alzheimer s Association Memory Walk Frequently Asked Questions What is the Alzheimer s Association Memory Walk? The Alzheimer s Association Memory Walk is the nation s largest event to raise awareness
More informationHow to leverage the United Way to end Duchenne. PPMD & The United Way
How to leverage the United Way to end Duchenne. PPMD & The United Way - 2012 Contents Purpose... 3 Background... 3 The United Way... 4 United Way Charity Models... 5 Individual Donor How to fund PPMD via
More informationCorporate Sponsorship Program
Nonprofit Services & Solutions Corporate Sponsorship Program This Packet Includes: Service Information Program Details & Pricing FAQ s About Us Service Overview Corporate Sponsorship In today s economy,
More informationPartners in Caring. Plan a special event for Royal Victoria Regional Health Centre
From garage sales to golf tournaments, hockey games to bake sales, fundraisers both large and small have been held on behalf of Royal Victoria Regional Health Centre. In 2004, the RVH Auxiliary kicked
More informationFayette County Schools Booster Club and Parent Club Guidelines
Fayette County Schools Booster Club and Parent Club Guidelines Booster and parent clubs promote, support, and improve both academic and extracurricular activities of the schools in the Fayette County School
More informationWCCF Gives. Charity Training 2017 WCCF GIVES SEPTEMBER 12, 2017 IN JUST ONE DAY, YOU CAN MAKE A DIFFERENCE! Why Gives is Great!
WCCF Gives Charity Training 2017 WCCF GIVES SEPTEMBER 12, 2017 IN JUST ONE DAY, YOU CAN MAKE A DIFFERENCE! Why Gives is Great! No overhead costs for participants Opportunity to focus fundraising efforts
More informationHandbook For Parent Organizations
Handbook For Parent Organizations Los Lunas Schools Business Office P.O. Drawer 1300 Los Lunas, New Mexico 87031 505-865-9636 Approved by Los Lunas Board of Education on February 13, 2001 Revised by Los
More informationDIY Fundraising Toolkit
DIY Fundraising Toolkit Contents Welcome... 3 Why breathing matters... 3 Lung Diseases... 4 The Right Fundraising Fit... 5 The Keys to Success... 6 Get others involved... 6 Set a goal... 6 Tools for you...
More information2017 Telethon Volunteer Campaign Special Event Guidelines
2017 Telethon Volunteer Campaign Special Event Guidelines Thank you very much for being a Volunteer! Before you Plan a Special Event assess the 75/25% Revenue Expense Rule If your special event expenses
More informationAmerican Friends of Canadian Land Trusts. American Friends of Canadian Land Trusts. Grantee Application 1
American Friends of Canadian Land Trusts Grantee Application Grantee Application 1 APPLICATION CHECKLIST Thank you for your interest in becoming a grantee with the American Friends of Canadian Land Trusts
More informationHENDERSHOT, BURKHARDT & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS
Young Marines of the Marine Corps League Financial Statements for the Year Ended September 30, 2016 and Independent Auditors Report Dated March 8, 2017 HENDERSHOT, BURKHARDT & ASSOCIATES CERTIFIED PUBLIC
More informationSt. Mary Magdalene Catholic Church FUNDRAISING POLICY
St. Mary Magdalene Catholic Church FUNDRAISING POLICY As a catholic faith-based parish community that is led by the Holy Spirit to be an example of stewardship as a way of life, it is important that members
More informationCHARLES STEWART MOTT FOUNDATION AFFIDAVIT UPDATE PACKET FOR NON-U.S. GRANTEES
CHARLES STEWART MOTT FOUNDATION AFFIDAVIT UPDATE PACKET FOR NON-U.S. GRANTEES This packet includes: INTRODUCTION and INSTRUCTIONS "AFFIDAVIT UPDATE" "PUBLIC SUPPORT SCHEDULE" "MAJOR DONOR SUPPORT" FORM
More informationShelby County Schools. Teacher Quick Reference for Finances
Shelby County Schools Teacher Quick Reference for Finances 1 A Accounting and Fiscal Operation Manual o A manual that includes all accounting procedures for SCBOE. It is located on the intranet under the
More informationCrowdfunding, Online Payments, and Charitable Fundraising
Crowdfunding, Online Payments, and Charitable Fundraising March 24, 2016 Presenters: David A. Lawson, Jean L. Tom, Dsu-Wei Yuen and Thomas C. Schroeder, Univeristy of California 2 What is Crowdfunding?
More informationTHIRD PARTY FUNDRAISING GUIDE
THIRD PARTY FUNDRAISING GUIDE 888 Swift Blvd Richland, WA 99352 (509) 942-2661 foundation@kadlec.org www.kadlec.org/foundation HOST AN EVENT! Thank you for your interest in fundraising for community health
More informationJPMorgan Chase Giving Tuesday Program Rules
JPMorgan Chase Giving Tuesday Program Rules On Tuesday, December 1 st, we are launching a one-day State Giving Challenge for states with more than 100 employees. The challenge is open to U.S. employees,
More informationStudent Organization Financial & Event Planning Training. Campus Activities Complex
Student Organization Financial & Event Planning Training Learning Outcomes Who We Are and What We Do Terminology Agenda Financial Process Reporting Buying Income/Revenue Financial Risk Management Event
More informationStudent Club Fundraising GIFT PROCESSING
Student Club Fundraising GIFT PROCESSING Disclaimer We are not qualified tax professionals and are not giving tax advice. Always refer a potential donor to consult with their tax professional Basic Information
More informationFundraising Solutions For Charities
CanadaHelps Educational Webinar Series Fundraising Solutions For Charities Presented by: Matt Gontovnick Charity Engagement Specialist, CanadaHelps mattg@canadahelps.org Webinar Reminders You can hear
More informationFAQs for Together we Care
FAQs for Together we Care Contents Campaign donations... 3 Why should I donate through SunCares?... 3 How do I make a donation?... 3 How do I make a paper pledge donation?... 3 How do I make a cash or
More informationCommunity Partnership Grants. Guidelines
Page 1 2018-2019 Community Partnership Grants Guidelines Application Deadline: Monday, May 14, 2018 Grant Period: Funded activity must take place between September 1, 2018, and August 31, 2019 Mission
More informationFundraising Toolkit. Table of Contents
Table of Contents 1. Overview How am I helping the Barth Syndrome Foundation? What does the Barth Syndrome Foundation do with the donations they receive? How will this toolkit help me? 2. Let s Get Started!
More informationMatching Gifts Program
Matching Gifts Program GUIDELINES OVERVIEW The Matching Gifts Program is an important part our community investments strategy and one of the ways Tesoro, in partnership with the Tesoro Foundation, supports
More informationDisbursement Policy for Restricted Funds
Disbursement Policy for Restricted Funds Purpose: To establish adequate administrative and internal controls over Foundation funds expended by University budget officers, it is necessary that proper segregation
More information2017 Annual Giving Report
2017 Annual Giving Report Our exceptionally generous donors gave $1.6 billion to charity in fiscal year 2017. Grants from Schwab Charitable donors reach an all-time high In fiscal year 2017, Schwab Charitable
More informationHabitat for Humanity Greater Toronto Area Third Party Fundraising Agreement
Habitat for Humanity Greater Toronto Area Third Party Fundraising Agreement Thank you for supporting Habitat for Humanity Greater Toronto Area (HFHGTA). We want your fundraising activity to be successful
More informationOrientation Guide. Standard Member WELCOME TO EVERYDAYHERO WE RE SO EXCITED TO HAVE YOU ON BOARD
Standard Member Orientation Guide WELCOME TO EVERYDAYHERO WE RE SO EXCITED TO HAVE YOU ON BOARD You are joining a community of over 3,000 nonprofits AU & NZ wide who have partnered with us to help grow
More informationGrants Financial Procedures (Post-Award) v. 2.0
Grants Financial Procedures (Post-Award) v. 2.0 1 Grants Financial Procedures (Post Award) Version Number: 2.0 Procedures Identifier: Superseded Procedure(s): BU-PR0001 N/A Date Approved: 9/1/2013 Effective
More informationNational Wildlife Federation Affiliates & Network for Good: A Partnership for. Fundraising Success [[[
National Wildlife Federation Affiliates & Network for Good: A Partnership for [[[ Fundraising Success www.networkforgood.org/npo Who we are Network for Good is a nonprofit that was started in 2001 by the
More informationCOMMUNITY GIVING. Strengthening patients and transforming our community.
COMMUNTY GVNG Strengthening patients and transforming our community. CAMC Foundation Attn: Community Giving 3414 Staunton Ave. SE Charleston, WV 25304 Thank you for your interest in hosting an event on
More informationNational Eating Disorders Association 3 rd Party Event Guide
National Eating Disorders Association 3 rd Party Event Guide National Eating Disorders Association 165 West 46 th Street Suite 402 New York, NY 10036 212-575-6200 walks@nationaleatingdisorders.org 501(c)(3);
More informationFractured Atlas Presents: Fiscal Sponsorship + Crowdfunding = $$ for Creative Projects. Dianne Debicella - Program Director, Fiscal Sponsorship
Fractured Atlas Presents: Fiscal Sponsorship + Crowdfunding = $$ for Creative Projects Dianne Debicella - Program Director, Fiscal Sponsorship What we re going to cover: Definition of fiscal sponsorship
More informationFrequently Asked Questions & Helpful Tips
What can I do throughout the community? Create a personalized profile page Find and upload volunteer opportunities, sharing your time and talent Community What is YourCause? Can I edit my given name? What
More informationCoActiveSoft Caregiver Portal and Time Tracking User Manual
CoActiveSoft Caregiver Portal and Time Tracking User Manual CoActiveSoft Caregiver Portal Overview CoActiveSoft Caregiver Portal assists home care businesses by providing relevant information to caregivers
More informationAN INTRODUCTION TO FINANCIAL MANAGEMENT FOR GRANT RECIPIENTS. National Historical Publications and Records Commission
AN INTRODUCTION TO FINANCIAL MANAGEMENT FOR GRANT RECIPIENTS National Historical Publications and Records Commission March 5, 2012 Contents USE OF THE GUIDE... 2 ACCOUNTABILITY REQUIREMENTS... 2 Financial
More informationUndergraduate Funding Policies and Procedures. Undergraduate Student Organizations
Undergraduate Student Organizations Undergraduate Funding Policies and Procedures A. Eligibility Requirements of Undergraduate Student Organizations, Undergraduate Student Governments, and Sports Clubs
More informationHow to make a donation. Quick Reference Guide
How to make a donation Quick Reference Guide Table of contents 3. STEP 1: Accessing SunCares 4. Making a donation 3 options 5. Logging into SunCares for the first time 6. Access SunCares from inside the
More informationIntroduction. Control of Funds Transferred to DREF
Table of Contents Control of Funds Transferred to DREF... 2 Delta Research and Educational Foundation (DREF)... 3 Mission... 3 Values-based Philanthropy... 3 Carrying out the Mission Through:... 3 DREF
More informationGeneral Money-Earning Best Practices
This resource is intended to provide best practices of money-earning activities. Girl Scouts engage in money-earning activities to reduce the costs associated with Girl Scout: programming, activities,
More informationPARTNER QUICK START GUIDE. Tips and tools for United Way of the National Capital Area nonprofit partner organizations.
2017-2018 PARTNER QUICK START GUIDE Tips and tools for United Way of the National Capital Area nonprofit partner organizations. These benefits and responsibilities are in effect from July 2017 through
More informationSubject: Audit Report 17-44, Athletics Fund-Raising, California State University, Bakersfield
Larry Mandel Vice Chancellor and Chief Audit Officer Office of Audit and Advisory Services 401 Golden Shore, 4th Floor Long Beach, CA 90802-4210 562-951-4430 562-951-4955 (Fax) lmandel@calstate.edu February
More information2018 CFC Charity Participation Guide
2018 CFC Charity Participation Guide Thank you for your interest in the Combined Federal Campaign. Your work empowers and inspires the generosity of the Federal community. 2 Agenda 01 03 About the CFC
More informationThe City of Winnipeg Community Incentive Grant Program Application, Guide, and Questions & Answers
The City of Winnipeg Community Incentive Grant Program Application, Guide, and Questions & Answers Questions & Answers What is the Community Incentive Grant Program (C.I.G.P.)? The Community Incentive
More informationPOLICY MANUAL for Partner Agencies Last Updated 6/1/2015
POLICY MANUAL for Partner Agencies Last Updated 6/1/2015 1 STATEMENT OF MISSION The mission of St. John United Way is to unite people and resources to create lasting changes in St. John the Baptist Parish
More informationZynGiving Matching Gifts Program Guidelines
ZynGiving Matching Gifts Program Guidelines Welcome to the ZynGiving Matching Gifts Program! The idea is simple: we care about what you care about. And Zynga.org wants to match your passion for the causes
More informationMy organization has multiple programs. Can I register all of them to receive Fremont Area Big Give donations? No. Only one listing per Federal Identif
Nonprofit FAQs Why should my organization participate? The Fremont Area Big Give will allow your nonprofit organization to participate in a day of philanthropy that: raises awareness about your organization
More informationUniversity of Florida Foundation, Inc. Financial and Compliance Report June 30, 2016
University of Florida Foundation, Inc. Financial and Compliance Report Contents Independent auditor s report 1-2 Financial statements Statement of financial position 3 Statement of activities 4 Statement
More informationGRAMBLING STATE UNIVERSITY OFFICE OF INSTITUTIONAL ADVANCEMENT GUIDELINES, POLICIES AND PROCEDURES
GRAMBLING STATE UNIVERSITY OFFICE OF INSTITUTIONAL ADVANCEMENT GUIDELINES, POLICIES AND PROCEDURES INTRODUCTION The Grambling State University Foundation known as the Grambling University Foundation was
More information