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Fiscal Sponsor Application- Project - Model Type A

Philanthropy In Action (PIA) provides fiscal sponsorship to community organizations and groups with a complimentary mission. The mission of PIA is to catalyze vision and support for change initiatives and collaborative causes that strengthen and foster better communities. We empower donors through value-aligned giving and are a home for nonprofit fiscal sponsorships (Type A) and start-up nonprofit organizations (Type C – pre-approved grants).

Provide the following information:

Name of community group, organization, or collaboration:

Primary contact name:

Email:

Phone number:

Please answer the following questions. Your application will be reviewed, which may result in the need for an interview. PIA will contact you within thirty days to discuss the next steps.

1. Provide the charitable purpose of the project in a single sentence:

2. Are you starting from scratch with no prior activities? If not, answer 3 to 6 below.

Yes No

3. Do you have a prior fiscal sponsor?

Yes No

If yes, what is the sponsor’s attitude toward the transfer?

4. Who has been conducting the prior activities? The founder or project director personally? A for-profit entity of theirs? Have they created a nonprofit entity?

5. Are there any assets or liabilities to transfer to PIA, i.e., cash balance, grants payable, bills to be paid?

Yes No

6. Has any significant intangible property (i.e., intellectual property such as trademarks, copyright in works created, contact lists) been created or acquired already? If so, how will such property be used in the project? Will such property be completely transferred (assigned) to us for the project or merely licensed to us by the original owner?

7. Will the project personnel be engaged as our employees, volunteers, or independent contractors?

8. Has the project raised any money yet, in hand or committed? From whom and how much?

9. Does the project plan to earn income through sales or services, i.e., related or unrelated business activities? Through fundraising events? Other unusual means? If so, please explain.

10. Provide the following:

a.) Most recent profit and loss statement

b.) Statement of assets

c.) Current operating budget

11. What are the project’s insurance needs if any, and/or activities involving risk exposure?

12. Do you propose any political or lobbying activity, and if so, what?

13. What administrative support do you require?

14. How did you hear about us?

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Fiscal Sponsor Application- Project - Model Type A