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
• Fund Building for Sustained Growth – Complete Manual 
  • Cash Donations Tool
  • Monthly Donations Tool
  • Non-cash Donations Tool
• Grant Manual  – Process and Instructions for Grant Applicants (Draft version May 2022)
  • Grant Request Form   (Draft version May 2022)