TOOLS FOR FUND SPONSORS

TOOLS

The following toolkit is being expanded to assist the Foundation’s Funds and Fund Sponsors to establish new Funds, manage their Funds and grow their donors and assets.

• Steps to Starting a New Fund

        Memorandum of Agreement (MOA) Templates

• • MOA Standard Endowment Fund
  • MOA Award Fund
  • MOA Capital Project Fund
  • MOA Hybrid University Fund

• Fund Building for Sustained Growth – Complete Manual 
  • Cash Donations Tool
  • Monthly Donations Tool
  • Non-cash Donations Tool
  • Securities Donation Form
  • Mutual Fund Donation Form

• Grant Manual  – Process and Instructions for Grant Applicants
  • Grant Request Form
  • Grant Results Report Form

• Direct Deposit Form

• Tax Receipts and Tax Credits for Your Donations