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.

Grant Procedures Check List for Fiscal Clients

Prospecting

Identify project and find grant opportunity that matches project/mission. (You are encouraged to pursue grants that support your group’s mission as a whole, rather than a specific project.)

Application

Fill out the P&TC Grant Permission Form (below ↓) to obtain permission to apply for grant.

  • Wait to receive permission to apply or notification of any conflicts from P&TC.
  • Clearly identify P&TC as your fiscal sponsor on the grant application.
  • Submit the application to the granting organization and share it with P&TC.
Notification/Award
  • Share award decision/letter with P&TC.
  • Share grant contract and/or other pertinent documents with P&TC.
  • Ensure grant dollars are deposited directly into fiscal client’s account held by P&TC.
Implementation
  • Implement project, keeping P&TC in the loop with progress and any major concerns in your group’s ability to carry out the project.
  • Ensure expenditures associated with grant are indicated as so on the expenditure request form.
  • Keep records of expenditures associated with the grant.
Reporting/Closing Out
  • Submit any required reports to the grantor and share reports with P&TC.
  • Notify P&TC when the project is complete and the grant is closed out.
Printable Checklist

Grant Permission Form

P&TC is the fiscal sponsor for a number of groups, so it is important to let us know when thinking about applying for a grant, as some groups may end up applying for the same grant. If there is any sort of conflict of interest, P&TC will contact the fiscal client to discuss options. Additionally, we will need to understand the administrative procedures to ensure they are within our capacity to ensure oversight, as any mismanaged grant would negatively impact P&TC as well as all our fiscal clients.

Please allow at least 30 days for P&TC to review the submission.

Fiscal Client Info


Grant Information

Please share the details about the grant your group plans to apply for in the fields below.


Acknowledgement