Year: 2024

Fiscal Client Onboarding

P&TC has an onboarding checklist to ensure new officers of any of our fiscal clients understand the responsibilities and processes for managing their account.

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Fiscal Client Grant Procedures & Permission Form

Friends Groups, who are also our fiscal clients, may apply for grants available to 501c3 nonprofit organizations by using our nonprofit umbrella but must follow set procedures. Use the form below to obtain permission to use P&TC’s nonprofit status to apply for a grant.

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Expenditure Request

Utilize this form to request a check to be issued for reimbursement or payment of an invoice with funds from your group’s fiscal account.

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