Support Forms
This page is specifically for fund advisors. You may access the forms below that you need in order to support your particular fund’s work. In the future we plan to add helpful tips and directions about making grants, etc. If we have a support form that you cannot download from the list below, or if you have any other questions, you may contact our staff at any time.
Forms
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Fund Advisor Support Packet—Prepared to provide fund designees and donor advisors with an easily accessible resource that will help make the best use of the fund. Download 2-24-11 version as [PDF].
Grant/Check Request Form—For use by a Donor Advisor or Fund Designee to request that a check be cut from a fund. Download version 2-11-09 as [PDF] or [Word].
Request to Establish a Fund—To be completed by organization or group who would like to request and establish a fund within the Foundation. Download as [PDF] or [Word].
Request to Add/Change Fund Advisor—Download this form if you would like to add or remove a fund advisor for the fund. Should be completed by current fund advisors. Download as [PDF] or [Word].
Fundraising Event Request Form--In establishing a fund there may be times when you would like to organize a fundraiser. The Foundation for Community Partnerships most often receives the net income from a fundraiser and does not acknowledge individual contributors. However, there may be times when individual contributors to a fundraiser want to receive a charitable deduction. When conducting fundraising activities and solicitations on behalf of funds at the Foundation, you must keep in mind that for tax purposes such fundraising is being done on behalf of the Foundation for Community Partnerships, Inc. It is important that these activities be conducted under the observation and fiscal guidance of the Foundation to ensure that donors to the fund are entitled to the appropriate tax deductions and to protect the fundraising groups from unintended tax consequences. The Foundation for Community Partnerships, Inc. may be exposed to penalties for failing to make proper solicitation disclosures if it is not made aware of fundraising activities being carried out under its auspices.
The Foundation for Community Partnerships requests that before undertaking public fundraising events, the fundraising group will define in advance to the Foundation each program, event or other effort to raise money for the fund. The fundraising group or donor advisor should submit a written proposal and obtain advance approval from the Foundation before proceeding according to the Foundation’s guidelines. All uses of the Foundation name in advertising and promotion must be approved in advance by the Foundation. All fundraising materials should make it clear, where applicable, that funds are being raised on behalf of rather than by the Foundation for Community Partnerships, Inc. Administrative fees may be charged if extra administrative services are expended by the Foundation. Download as [PDF] or [Word].