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Sample Fiscal Sponsor Agreement Template

Sample Fiscal Sponsor Agreement Template 2025

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The document is a Fiscal Sponsorship Agreement between a Fiscal Sponsor and a Sponsored Organization, outlining the terms under which the Fiscal Sponsor will support a charitable project. It details responsibilities regarding project implementation, compliance with tax-exempt status, financial management, reporting requirements, and conditions for termination of the agreement.

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How to use or fill out Sample Fiscal Sponsor Agreement Template

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Click ‘Get Form’ to open the Sample Fiscal Sponsor Agreement Template in our editor.
Begin by filling in the names of both parties at the top of the document. Clearly state the Fiscal Sponsor and Sponsored Organization.
In the 'Purpose of Agreement' section, describe the project succinctly, ensuring it aligns with charitable purposes.
Proceed to Section 1, where you will confirm that the Fiscal Sponsor agrees to sponsor the project. Ensure all responsibilities are clearly outlined.
Continue through each section, paying close attention to compliance requirements regarding tax-exempt status and reporting obligations as specified in Sections 2 through 8.
Designate an authorizing official in Section 6 who will manage daily operations and sign disbursement requests.
Finally, review Sections 9 through 11 for any fees associated with sponsorship and termination conditions before signing at the bottom of the document.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the policy of fiscal sponsorship?

Using a fiscal sponsorship arrangement offers a way for a cause to attract donors even when it is not yet recognized as tax-exempt under Internal Revenue Code Section 501(c)(3). In essence the fiscal sponsor serves as the administrative home of the cause.

What is a qualified sponsorship payment per IRS rule?

IRC Section 513(i) defines a qualified sponsorship payment as any payment made by any person engaged in a trade or business with respect to which there is no arrangement or expectation that such person will receive any substantial return benefit other than the use or acknowledgement of the name or logo (or product

How do I write a sponsorship agreement?

How to Draft an Effective Sponsorship Agreement: A Step-by-Step Guide Step 1: Identification of the Parties Involved. Step 2: Define the Scope of the Sponsorship. Step 3: Describe the Sponsors Benefits and Responsibilities. Step 4: Outline the Sponsored Partys Obligations.

What percentage does a fiscal sponsor take?

Setup Fee: Some sponsors charge an initial amount to cover the cost of setting up the sponsorship arrangement. Percentage of Revenue: Most commonly, sponsors take a percentage of the projects revenue, ranging from 5% to 15%, depending on the sponsor and the services provided.

What are the tax rules around sponsorship?

One of the rules that the IRS uses to determine if a sponsorship qualifies as a deduction is whether you receive advertising in exchange for the sponsorship. Its fine for the entity that receives the sponsorship money to recognize your company for your donation, but they may not advertise your product or service.

What is an example of a fiscal sponsorship letter?

Fiscal Sponsorship Letter Template: Dear [Applicant Name]: This letter is to confirm that [Name of Fiscal Sponsor] will act as Fiscal Sponsor for the project, [Insert Project Name], as described in the 2021/2022 Racial Equity Grant Program application.

Are fiscal sponsors liable?

Due to the employee-employer relationship, the fiscal sponsor is both fiscally and legally liable for the actions of the project. Thus, the fiscal sponsor must exercise docHub control over the projects actions and funding to safeguard itself from legal liability and losing its 501(c)(3) status.

What is the IRS rule on fiscal sponsorship?

Using a fiscal sponsor satisfies IRS requirements as long as the fiscal sponsor maintains the right to decide, at its own discretion, how it will use contributions. Maintaining control over the donated funds is a requirement of a legitimate fiscal sponsor arrangement.

Sample Fiscal Sponsor Agreement Template 2025

Here's how it works

How to use or fill out Sample Fiscal Sponsor Agreement Template

Complete this form in 5 minutes or less

Got questions?

What is the policy of fiscal sponsorship?

What is a qualified sponsorship payment per IRS rule?

How do I write a sponsorship agreement?

What percentage does a fiscal sponsor take?

What are the tax rules around sponsorship?

People also ask

What is an example of a fiscal sponsorship letter?

Are fiscal sponsors liable?

What is the IRS rule on fiscal sponsorship?

Related links

Try more PDF tools

Sample Fiscal Sponsor Agreement Template 2025

Here's how it works

How to use or fill out Sample Fiscal Sponsor Agreement Template

Complete this form in 5 minutes or less

Got questions?

What is the policy of fiscal sponsorship?

What is a qualified sponsorship payment per IRS rule?

How do I write a sponsorship agreement?

What percentage does a fiscal sponsor take?

What are the tax rules around sponsorship?

Related Searches

People also ask

What is an example of a fiscal sponsorship letter?

Are fiscal sponsors liable?

What is the IRS rule on fiscal sponsorship?

Related links

Try more PDF tools