Fiscal Sponsorship Project Intake and Agreement Form

Captures the core information needed to evaluate, onboard, and document a fiscally sponsored project, including project scope, leadership, budget, restricted funds, and Model A or C structure.

Submission Notice

• I understand this form collects business and contact information for fiscal sponsorship review and may be retained in an audit trail.
• Consent to collect and use contact information
  By submitting, you consent to the fiscal sponsor collecting and using the contact details provided here for project evaluation, agreement administration, and follow-up. Only minimum-necessary PII should be provided.
• Submission type

Project Overview

• Project name
• Project summary
  Briefly describe the project purpose, target community, and primary activities. Keep this to the minimum necessary for review.
• Public-facing name, if different
• Requested start date
• Expected end date, if time-limited
• How does this project align with the fiscal sponsor's charitable purpose?

Sponsorship Structure

• Requested sponsorship model
• Acknowledge sponsor oversight and approval authority
  I understand the fiscal sponsor must retain appropriate oversight, approval authority, and documentation consistent with the selected model.
• Project operating arrangement
• Primary fiscal sponsor contact
  Internal sponsor staff member responsible for review and follow-up.

Project Leadership and Contacts

• Project lead full name
• Project lead email
• Project lead phone
• Additional project contacts
  Add only the contacts needed for project administration.
• Authorized signer for the project
  Name of the person authorized to sign the sponsorship agreement or related documents.

Budget and Funding

• Requested annual budget amount
• Budget currency
• Expected funding sources
• Budget narrative
  Summarize major expense categories, key assumptions, and any material timing considerations.
• Will the project receive restricted funds?
• Restricted funds details
  Describe donor restrictions, permitted uses, reporting obligations, and any time limits.

Compliance, Documentation, and Approval

• Supporting documents
  Upload only documents needed for review, such as a project budget, charter, or proposed agreement terms.
• Tax, registration, or legal notes
  Include only information relevant to compliance review. Do not enter sensitive identifiers unless specifically requested by the fiscal sponsor.
• Request approval to proceed with review
• Submitter name
• Submitter title or role