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Live Chat

How to Approach a Fiscal Sponsor

Jan 30, 2012

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Fiscal sponsorship is a great way to run a charitable project without your own exempt status. But you need to have more than just a great idea before an organization will sponsor you. Learn what you need to have in place so that you will be seriously considered.

Key points:

  • Prepare a budget, fundraising plan, and business plan for your project
  • Learn about what fiscal sponsorship can or cannot do for you
  • Generally, projects do not need to be incorporated and shouldn't have their own 501(c)(3) status
  • Thoroughly research a fiscal sponsor's requirements and contact them with questions

REPLAY the chat above to learn more.

See also our GrantSpace skill area for Fiscal Sponsorship.

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Panelists

nikki

Nikki Carpenter, Program Manager, FJC Fiscal Sponsorship Program -- Nikki received her JD in Constitutional Law from Cardozo School of Law in 2010. Since then, she has been working in the nonprofit sector. The Fiscal Sponsorship Program at FJC assists domestic projects and organizations that have not yet received their 501(c)(3) determination from the Internal Revenue Service, as well as foreign organizations that want to establish a presence in the U.S. nonprofit community. Areas of focus include, but are not limited to, education, inter group relations, health services, social services, religion, science, arts and culture, and the environment.

Katie Kern [JPG]

Katie Kern, Director of Program Administration, United Charitable Programs -- Since 2006, Katie has been working with fiscal sponsorship organizations that accept donor advised funds and active charitable programs. She has served as a Board of Directors member, Secretary, Director and many other positions within various non-profits. UCP’s mission is to empower people to help others by sponsoring targeted charitable programs that effect positive change through charitable, educational, scientific, or religious actions worldwide.