Requirements from Partnership Toward Nonprofit Success
The Guidelines of Sponsorship
The purpose of these guidelines is to raise awareness and broaden the understanding of fiscal sponsorship and to promulgate standards of best practice for the field in order to improve the practice of fiscal sponsorship and increase its value to society. These are best practices, not just for fiscal sponsorship, but reflect the highest operational standards for any organization operating in the public interest. Projects must follow the guidelines below.
A..Ethical Conduct. The fiscal sponsor expects that all project personnel will act with high standards of ethical conduct in accordance with the fiscal sponsor’s ethical standards.
B. Avoiding Conflicts of Interest. The fiscal sponsor requires that project leaders understand and abide by the fiscal sponsor’s conflict of interest policy.
C. Commitment to Organizational Policies and Operational Procedures. The fiscal sponsor provides its organizational and operational policies and procedures in writing and orients project leaders, staff and volunteers about them through trainings and other means.
D. Active Project Fundraising. The fiscal sponsor expects project leaders to conduct the primary work of resource development.
E. Project Reports. The fiscal sponsor expects project leaders to assume responsibility for reporting orally and in writing to fiscal sponsors and project donors, and for maintaining relationships with donors.
F. Public Policy Engagement. The fiscal sponsor provides and expects project leaders to understand and comply with the required legal and ethical guidelines when engaging in lobbying and public policy advocacy activities.
E. Disclosure and Communication of Project Status. The fiscal sponsor requires projects to clearly disclose and state in writing their affiliation with the fiscal sponsor in all grant proposals, solicitations and published or online materials.
H. Injurious Activities. The fiscal sponsor expects that no project will knowingly engage in any activity that jeopardizes the sponsor’s corporate, nonprofit or tax-exempt status or otherwise create injurious liability.
I. Dispute Resolution. The fiscal sponsor, while retaining full legal and fiscal control of projects, works to fairly resolve disputes that may arise between the fiscal sponsor and project leaders.
J. Project Termination and Separation. The fiscal sponsor has a process through which fiscal sponsor staff and project leaders discuss the timing, steps and procedures for separating or terminating the project.
- The project must focus on human needs that society treats or perceives as being outside of the economic mainstream.
- The project must be a human services organization ( examples helping humanity, domestic violence, hunger, etc,)
- The project representative payee (the person responsible to receive funds and pay expenses) must be a U.S.citizen with a tax identification number (Social Security Number or Federal Employee ID number).
- The project cannot promote any racism, sexism, or hate toward any person or group of people.
- The project representative must demonstrate, through the PTNS Fiscal Sponsorship application, an ability to raise project funds and produce a work through completion.