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
  • MOA Template – Endowment Fund
  • MOA Template – Award Fund
  • MOA Template – Capital Fund
  • MOA Template – Hybrid University Rugby 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