Introduction to Fiscal Sponsorship (Virtual)

Registration: Click here. You will receive a Zoom link upon sign up.

Fee: $25 per organization. This fee supports Lawyers Clearinghouse, but you may attend even if you are unable to pay.

Looking for a fiscal sponsor for a nonprofit project? Or managing a nonprofit that wants to be a fiscal sponsor? Join us for an overview of some key legal requirements and operations guidelines for fiscal sponsorship.

Fiscal sponsorship allows charitable projects to benefit from the tax-exempt status of the sponsor and provides opportunities for the sponsor to accomplish its charitable mission. There are benefits for both parties—and also risks.

Topics in this workshop include:

• Basic structure of Model A and Model C fiscal sponsorships
• Risks and benefits of fiscal sponsorship
• Key points in fiscal sponsorship agreements
• Key considerations for effective operations

Presenters:

Shifrah (Susan) Halevi is the Nonprofit Programs Manager at Lawyers Clearinghouse. As an attorney, she enjoys sharing information about the legal structures that make fiscal sponsorship work.

Lori Gordon is a nonprofit financial and operations leader who served as the Director of Fiscal Sponsorship at Third Sector New England for several years, after a long career in the nonprofit sector.  She is committed to the success and long-term sustainability of small mission-based organizations, with and without their 501(c)(3) status. Lori is currently the interim CFO for a Boston- area nonprofit organization.