FISCAL SPONSORSHIP PROGRAM GUIDELINES


// The deadline for requests is the last business day of the month for
review at the next month’s Board of Trustees' meeting.


Proposals may be mailed, or emailed to: proposals@agapefdn.org

We do not accept requests by fax.


The guidelines are in Microsoft Word (.Doc) format.

  Download Guidelines  // see them below


We also offer a sample expense and income budget sheet. You may download it and use it for presenting your budget. Feel free to modify as needed.


  // Download (MS Word) Application Budget Sheet


You may also send a request for the guidelines to: info@agapefdn.org.





FISCAL SPONSORSHIP PROGRAM GUIDELINES

About the Agape Foundation:
Agape Foundation Fund for Nonviolent Social Change is a non-profit public foundation founded in 1969 out of opposition to the war in Southeast Asia. Pacifists, World War II conscientious objectors and anti-Vietnam War activists founded it in order to build a movement that seriously challenged the Pentagon and the American culture of violence. The Foundation’s purpose is to fund nonviolent social change organizations committed to peace and justice issues. Unlike social services that aid and assist individuals, social change efforts confront the root causes of social problems by challenging the systems and institutions responsible.

The Board of Trustees makes it fiscal sponsorship decisions monthly. The deadline for requests is the last business day of the month for review at the next month’s Board of Trustees' meeting. Proposals may be mailed or emailed to: proposals@agapefdn.org. Agape does not accept proposals by fax.

Fiscal Sponsorship Program:
The Foundation acts as fiscal sponsor for tax deductible contributions to the legal and educational work of grassroots organizations. A fiscal sponsorship program allows a public charity, tax-exempt under Section 501(c)(3) of the Internal Revenue Code, to conduct a program of support to individuals and to nonexempt organizations that is legal and proper.

Agape employs the pre-approved grant relationship model for fiscal sponsorship. Under this arrangement the individuals and nonexempt organizations do not become a program belonging to Agape. Instead, Agape chooses to further its exempt purposes indirectly, by giving financial support to an organization for a specific project that Agape believes will advance its own charitable goals.

Issue Areas:
Agape will grant fiscal sponsorship to organizations and film and/or video projects promoting peace and social justice. It will not offer this program to social or direct service organizations unless they have a major advocacy component. The following are examples of some of the issue areas Agape provides fiscal sponsorship to:
• Peace – anti-military and anti-nuclear
• Environmental justice and protection
• Community building – building nonviolent alternatives, nonviolent conflict resolution, alternatives
  to gang violence
• Human Rights – civil rights, lesbian/gay/bisexual/transgendered rights and women’s rights
• Economic justice

Fiscal sponsorship priorities:
Agape will consider proposals for fiscal sponsorship from organizations that meet all of the following priorities:
• Organizations that practice and promote nonviolence in organizational relations, structure,
  process and actions.
• Organizations that demonstrate a commitment to grassroots participation.
• Organizations that integrate both peace and social justice issues.
• Organizations that are located in, and whose work is focussed in, California.
• Organizations that are comprised of more than one individual.
• Organizations that are not solely web-based.

Fiscal sponsorship costs:

Agape does not charge for fiscal sponsorship, however, there is a 7% service fee for funds disbursed as fiscal sponsor grants.

Benefits of fiscal sponsorship:
Agape provides the following services to fiscally sponsored projects:
• Provides potential donors – including individuals, foundations, and corporations – the opportunity
  to make tax-advantaged contributions to support the work of the project (see ‘Decision-making
  Process’ section below)
• Technical assistance (how to's in: fundraising, grant writing, board development, etc.).
• Letters of Support or Acknowledgment of the project.

Application process:
To apply for fiscal sponsorship, please submit a written proposal of not more that 5 pages (plus budget sheet).  Please be certain to include all requested materials. Agape will consider your request incomplete without all of these components.  If any of the items are not available or applicable, please explain.

A - Budget Sheet - Provide actual income and expenses for last year, and list planned expenses and income for the current fiscal year.

B - Narrative - Please address the following 16 points in the order listed in no more than 5 pages.

Background:

  1. State your mission and give a brief history of your organization.
  2. Include any major accomplishments.

Organization & Structure:

  1. Describe your core group, staff and volunteers.
  2. Provide a list of the members of your governing body and their occupations/affiliations.
  3. Describe what inclusive and diverse mean in the context of your organization’s community, project, and purpose.
  4. Describe your organization’s decision-making structure and processes.
  5. Explain whether your leadership is representative of your constituency, and why or why not.

Guiding Philosophies:

  1. Describe how your project creates social or societal change – as opposed to individual change.
  2. Describe how your organization practices and promotes nonviolence in its organizational structure, process and actions.
  3. Provide a brief explanation of how your organization fits our funding priorities.
  4. Describe your organizing methods.
  5. Include collaborations or networking with other organizations.

Program:

  1. Describe the need for and the work that you are doing.
  2. Provide a brief description of your organization’s strategy.

Fundraising:

  1. Provide a description of how your organization raises funds.
  2. Include a list of foundations to which you have or will be applying, and the status of those applications.

Optional: Any other pertinent material - recent newsletters, publicity flyers, newspaper articles, etc.                   Please be selective and conserve resources by choosing sparingly.

Submit completed request to: proposals@agapefdn.org
or mail to the Agape Foundation, 1095 Market Street, Suite 304, San Francisco, CA 94103


Decision-making process:
The Agape staff reviews all requests for fiscal sponsorship before submission to the Board of Trustees to determine whether the project is charitable and carries out Agape’s tax-exempt purposes. The Board then reviews all proposals that meet Agape’s funding priorities and are complete.

Upon approval, the staff will send a written grant agreement setting forth all the terms and conditions that apply to the project’s use of the grant and relations with funding sources. Thus, before funds are solicited from donors, foundation or government agencies, Agape has pre-approved the project as its grantee. Proposals that do not meet the funding priorities will receive rejection notices.

Please note grants cannot be used for illegal actions, political campaigns or lobbying on legislative issues. The project solicits funds for the specific grant to be made by Agape back to the project. Such solicitations shall be made only on the conditions that Agape retains complete control and discretion over the use of all contributions it receives.

As Agape receives donations and grants for the specific project, the money is taken in as income by Agape and then disbursed as a grant to the organization conducting the project, subject to the terms of the grant agreement, and assuming that the project is satisfying its responsibilities under that agreement.

The project makes quarterly reports to Agape, in accordance with the grant agreement, showing its actual expenditures of grant funds and its progress toward accomplishing the purposes of the grant.


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