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Run: Fiscal Sponsorship Project Intake and Agreement Form

Use this fiscal sponsorship project intake and agreement form to collect the project details, leadership contacts, budget, and sponsorship terms needed to re...

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Submission Notice

I understand this form collects business and contact information for fiscal sponsorship review and may be retained in an audit trail. (required)

Yes No N/A

Consent to collect and use contact information (required)

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.

Yes No N/A

Submission type (required)

Project Overview

Project name (required)

Project summary (required)

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 (required)

Expected end date, if time-limited

How does this project align with the fiscal sponsor's charitable purpose? (required)

Sponsorship Structure

Requested sponsorship model (required)

Acknowledge sponsor oversight and approval authority (required)

I understand the fiscal sponsor must retain appropriate oversight, approval authority, and documentation consistent with the selected model.

Yes No N/A

Project operating arrangement (required)

Primary fiscal sponsor contact

Internal sponsor staff member responsible for review and follow-up.

Project Leadership and Contacts

Project lead full name (required)

Project lead email (required)

Project lead phone

Additional project contacts

Add only the contacts needed for project administration.

Authorized signer for the project (required)

Name of the person authorized to sign the sponsorship agreement or related documents.

Budget and Funding

Requested annual budget amount (required)

Budget currency (required)

Expected funding sources (required)

Budget narrative (required)

Summarize major expense categories, key assumptions, and any material timing considerations.

Will the project receive restricted funds? (required)

Restricted funds details (required)

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 (required)

Yes No N/A

Submitter name (required)

Submitter title or role

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