Our full library of templates, tools, guidance documents, recordings from our conversation series and other materials is currently accessible only to Social Impact Commons Organization Members. One such resource we are making publicly available under a Creative Commons license is this ‘Model A’ Fiscal Sponsorship Agreement Template w/in doc guidance (for unincorporated projects & coalitions). A current list of our tools, templates, and guidance docs can be found here. Learn more about Organization Membership!
Welcome to the Social Impact Commons Member Library. Here you will find templates, tools, guidance documents, recordings from our conversation series and other materials we hope you will find useful and relevant to your practice. We are always available to work with you to tailor any template to your unique circumstances. Schedule a time with one or more team members here. We will continually add content to this page and if you are interested in seeing or contributing a particular new tool or template here or have feedback to share, please let us know!
By accessing materials on this page you agree to our Terms of Use and Legal Disclaimer.
Legal, Compliance & Risk Management Resources
‘Model A’ Fiscal Sponsorship Agreement w/in doc guidance (for projects that are separately incorporated)
Template Letter of Agreement for a Sponsor Issuing an Award to its 'Model A’ Project
Template Letter of Agreement for a Sponsor Issuing an Award to its 'Model C’ Sponsee
Project or Program Transfer Agreement Sample
Options for Transferring Grant Funds during 'Model A' Project Transition
‘Model A’ Project Transfer Agreement (Simple Version)
‘Model C’ Fiscal Sponsorship Agreement Template w/ in doc guidance
'Model C' Closeout Letter Template
Principles of Equitable Contracting
Contract Review Guidance for Fiscal Sponsors.
***Simple*** Honorarium/Contractor Template Contract
Standard Independent Contractor Agreement Template
Sample of Basic Technical Assistance (fee for services) Agreement
Sample Monetary Threshold Policy & Guidance for when a written contract is not required
Liability Waiver, Media Consent, & Medical Consent Template for Youth Program Participants
Sample Social Media Policy for Fiscal Sponsor
Finance & Operations
Full Cost Presentation Deck from 2023 NNFS Conference
Full Costs Considerations Tool
Fiscal Sponsor Level of Effort Planning Tool
Sample Responsibility Chart of Key Functions btwn Sponsor & Sponsee in 'Model A' Relationship
Sample Work Plan for when Model A Project Exits FS Relationship
Policy & Procedure Sample for Funders with One Grant per EIN Restrictions
Preparation for Investment Management and Coordination Checklist
Sample Information Sheet for Investing Model A Project Funds
Guidance & Sample Agreement Language for Paying Vendors on Behalf of 'Model C' Sponsee Entity
Strategic Advisory & Program Design
Readiness Checklist for Providing ‘Model A’ Fiscal Sponsorship
Fiscal Sponsorship Program Design Canvas
Governance
Summary Items for Board Approving ‘Model A’ FS Relationship
Steering Committee Planning Tool for fiscally sponsored group in ‘Model A’ Relationship
Human Resources & Professional Development
Senior Staff (non-ED/CEO) Recruitment Steps - Sample
MOU for two ‘Model A’ Projects to Share an Employee
Sample Staff Employment Transition Out Checklist
Technology + SAGE Intacct
Implementing Technology Changes Presentation Deck from 2023 NNFS Conference
Sage Intacct Pricing for Social Impact Commons Members
The Hidden Costs of Quickbooks
Sage Intacct Chart of Accounts Design Considerations for Nonprofit Organizations
COA for Impact Commons Members
Research & Learning
Key Features and Expectations of a ‘Model A’ Fiscal Sponsorship Relationship
Key Features and Expectations of a ‘Model C’ Fiscal Sponsorship Relationship
Sponsored Project Support
Readiness Factors for ‘Model A’ Project transitioning to a new Independent 501(c)(3)
Member Conversations (Recordings and Presentations)
Contract Review for Fiscal Sponsors - Conversation Recording & Presentation Deck - 4/18/2024
Defining Full Costs for Fiscal Sponsors - Conversation Recording & Presentation Deck - 4/4/2024
Readiness Factors for Project Spinouts - Presentation Deck - 3/7/2024
Evaluating the Question of Spinout - Conversation Recording & Presentation Deck - 2/22/2024
Strategically Sourcing Philanthropic Growth Capital - Conversation Recording & Presentation Deck - 1/25/2024
A Vision for the Management Commons Ecosystem - Conversation Recording - 12/14/2023
Fiscal Sponsor Field Scan Report Sneak Peak - Conversation Recording - 11/16/2023
Advocating for Full Cost Recovery - Conversation Recording - 9/21/2023
Initiating Sponsored Projects - Conversation Recording - 9/7/2023
Real Estate & Fiscal Sponsorship - Conversation Recording - 8/24/2023
Anatomy of a ‘Model A’ Fiscal Sponsorship Agreement - Conversation Recording - 7/27/2023
Resourcing Communities Part III. DAFs and Fiscal Sponsorship - Presentation Deck & Conversation Recording - 6/01/2023
Trauma Informed Customer Service (with Hopeworks) - Conversation Recording - 5/18/2023
Resourcing Communities Part II. Community Foundations & Fiscal Sponsorship - Presentation Deck & Conversation Recording - 5/4/2023
Resourcing Communities Part I. Funder Collaboratives & Fiscal Sponsorship - Presentation Deck & Conversation Recording - 4/20/2023
Managing Your Treasury. Banking, Investments, & Risk Mitigation - Conversation Recording - 4/6/2023
The Human Element Part III. Expectation Management & “Customer Service” - Presentation Deck & Conversation Recording - 3/23/2023
The Human Element Part II. Coaching Culture & Capacities in Fiscal Sponsorship with Pratichi Shah - Presentation Deck & Conversation Recording - 3/9/2023
The Human Element Part I. Flourishing Workplaces - Presentation Deck & Conversation Recording - 2/23/2023
Fiscal Sponsors & Boards. How to Engage? - Presentation Deck & Conversation Recording - 2/9/2023
Building a Portfolio with Intention - Presentation Deck & Conversation Recording - 1/26/2023
Where are We Headed? Early Predictions for the Fiscal Sponsor Field Scan - Conversation Recording - 1/14/2023
Fiscal Sponsorship & the IRS - Presentation Deck & Conversation Recording - 11/17/2022
Fiscal Sponsorship as a Solidarity Economy Solution - Conversation Recording - 11/3/2022
Fiscal Sponsors & Disaster Relief - Conversation Recording - 10/20/2022
Achieving Mission Impact with Equity & Justice w/ James McKim - Conversation Recording - 10/6/2022
Possible Futures - Structuring for Scale Part II - Staffing Strategies and Structures Presentation Deck & Conversation Recording - 8/25/2022
Possible Futures - Structuring for Scale Part I - “Model L” and Other Approaches Presentation Deck & Conversation Recording - 8/11/2022
Possible Futures - A Vision Quest for Fiscal Sponsorship - Conversation Recording - 7/28/2022
Introduction to the 2022 Fiscal Sponsor Field Scan - Conversation Recording - 6/30/2022
Impact Metrics for Fiscal Sponsors: Preliminary Ideas Presentation Deck & Conversation Recording - 6/16/2022
Questions of Transparency for Fiscal Sponsors - Conversation Recording - 6/2/2022
Health Metrics for Sponsors - Beta Model Preview Presentation Deck & Conversation Recording - 5/19/2022
Portfolio Analysis Reflections - Balance & The Big Questions Presentation Deck & Conversation Recording - 5/5/2022
Fiscal Sponsorship Goes International (Co-hosted with Covid Conversations) Presentation Deck & Recording (pw oliver) - 4/26/2022
Taking the fear out of digital fundraising (Co-hosted with FundRazr) Presentation Deck - 4/20/2022
Fiscal Sponsorship - Visions, Myths & Paths Forward Presentation Deck & Conversation Recording - 4/7/2022
Overcoming Barriers to Sharing - What We Can Learn from the Behavioral Sciences (with special guest Syon Bhanot) Presentation Deck & Conversation Recording - 3/24/2022
The Human Element - Building Flourishing Teams Conversation Recording - 3/10/2022
Managing Speculative Risk with Start-up Projects Presentation Deck & Conversation Recording - 2/24/2022
Expanded Co-management - Offering Enhanced Services Presentation Deck & Conversation Recording - 2/10/2022
Government Funding - Management & Political Considerations Presentation Deck & Conversation Recording - 1/27/2022
Fiscal Sponsors & Advocacy - Approaches to 501(c)(4) Activity Presentation Deck & Conversation Recording - 1/13/2022
Balancing Cost and Equity - Recovering Your Costs with Justice Presentation Deck & Conversation Recording - 12/16/2022
Managing Fixed Assets Deep Dive 3 - Investment Assets Conversation Recording - 12/2/2021
Managing Project Expectations - Strategic Communications & Messaging Conversation Recording - 11/18/2021
Fiscal Sponsors and the Solidarity Economy Presentation Deck - 11/4/2021
Managing Fixed Assets Deep Dive 2 - Intellectual Property Presentation Deck & Conversation Recording - 10/21/2021
Fiscal Sponsors and Funder Dynamics Conversation Recording - 10/7/2021
Managing Fixed Assets Deep Dive 1 - Real Estate & Tangible Property Presentation Deck & Conversation Recording - 9/23/2021
Enterprise Accounting for Sponsors: The Case for Sage Intacct Presentation Deck & Conversation Recording- 9/9/2021
Wage & Wealth Equity: Contractors vs. Employees - A Matter of Social Justice Presentation Deck & Conversation Recording - 8/12/2021
Organizational Health + Impact: Frameworks for Fiscal Sponsors Presentation Deck - 7/29/2021
Collective Capacity Building - Business Models for Shared Resources Presentation Deck & Conversation Recording - 7/15/2021
Managing Complex Assets as Fiscal Sponsors - IP, Tangible Property, and Real Estate Presentation Deck - 5/20/2021
Equitable Contracting - PART 2: A Deeper Dive Conversation Recording - 5/6/2021
Portfolio Management & Operating Revenue Models for Fiscal Sponsors Presentation Deck - 4/22/2021
Equitable Contracting Part I Conversation Recording - 4/8/2021
The Right Size - Questions of Growth & Scale for Fiscal Sponsors and Projects Presentation Deck - 3/25/2021
Fiscal Sponsors & Established Organizations: Toward to a More Resilient Sector Presentation Deck - 3/11/2021
What’s in a Word? - The Power of Language Presentation Deck - 1/14/2021
Fiscal Sponsors: A Case For Debt Capital (with American Nonprofits) Presentation Deck - 12/10/2020
The Value of Shared Impact Presentation Deck - 10/15/2020
Fiscal Sponsorship Models for Existing Organizations Presentation Deck & Conversation Recording - 10/1/2020