SPEAR Foundation Corrine J. Green Partnership
Terms and Conditions
By submission of this Application, the within Community Based Organization, Project or Event, acknowledges, understands the following:
Mission-Centric Requirement: Any proposed Project or Event for which fiscal sponsorship is sought must fit within the mission, values and/or goals of the Sigma Public Education and Research (S.P.E.A.R.) Foundation.
CBO Authorizing Officials: Two individuals must be designated to serve as Authorizing Officials and point of contact designees for all things related to the Project or Event for which the application has been submitted. The Authorizing Officials and Designees will act as the principal coordinators of the Project’s or Event’s daily business with S.P.E.A.R. and shall have authority to submit and/or sign voucher and disbursement requests. The Authorizing Officials should have decision-making authority for the Project or Event and must be approved in advance by S.P.E.A.R. The Authorizing Officials shall also serve as the sole points of contact for all communications and exchanges of information with S.P.E.A.R.
Project or Event Marketing, Promotion, Fundraising and Implementation: The marketing, promotion, fundraising for and implementation of the Project or Event is the sole responsibility of the CBO. Nonetheless, any approved Project or Event must identify S.P.E.A.R. as a sponsor at the highest level offered or available on any marketing or campaign materials, all of which must be submitted for S.P.E.A.R.’s approval prior to dissemination in conjunction with the marketing, promotion and/or fundraising of the Event or Project. S.P.E.A.R. has the right to and may disclose its sponsor relationship with the CBO in S.P.E.A.R.’s own marketing and promotion campaigns.
Prohibition Against Certain Activities: The sponsored Project or Event must be carried out in a manner consistent with S.P.E.A.R.’s tax-exempt status and as described in the submitted application. No material changes in the purposes or activities of the Project or Event shall be made without prior written permission of S.P.E.A.R. and in accordance with any requirements imposed by funders and/or donors, nor shall the sponsored Project or Event carry on activities or use funds in any way that jeopardizes S.P.E.A.R.’s tax-exempt status. The sponsored Project or Event shall not be used to attempt to influence legislation or participate or intervene in any political campaign on behalf of (or in opposition to) any candidate for public office or to otherwise engage in the carrying on of propaganda (within the meaning of section 501(c)(3) of the Internal Revenue Code of 1986). Should S.P.E.A.R. request the CBO to cease activities that it deems might jeopardize its tax-exempt status and the Project or Event fails to comply within ten (10) days, S.P.E.A.R. has the right to terminate its sponsor relationship with the CBO for the Project or Event. In the event of termination, S.P.E.A.R. and the CBO will comply with any termination conditions imposed by the Project’s or Event’s funders/donors.
Project/Event Donation Portal: Upon approval of your application, S.P.E.A.R. will forward to your Authorizing Officials the following: a copy of its tax determination letter (501(c)(3) letter); the S.P.E.A.R. logo; an About S.P.E.A.R. letter; and a hyperlink for submission of any proposed flyer and/or documents necessary to create a landing page for your Project’s or Event’s donation portal.
Project or Event ID: The within Community Based Organization will be issued a S.P.E.A.R. Foundation unique identifier which must be included on all documents submitted to S.P.E.A.R., including but not limited to checks and monetary donations collected, correspondence, communications, etc.
Project or Event Vendor Payments: All requests for vendor payments from amounts collected must be made using the S.P.E.A.R. voucher portal. All compliant vouchers will be approved and payment to vendors made to the extent that funds have been collected and/or are on account for the Project or Event. The Authorizing Officials will receive notification of voucher submission, approval and payment. The Authorizing Officials will have the ability to access their campaign data, which will include vouchers submitted, approved and paid as well as the available or remaining funds on account for the Project or Event.
Post-Project or Event Report Submission: No later than thirty (30) days post Event or Project completion, the CBO must submit a written report via the portal to include the requested data and supporting documentation. For any in-kind donations, a donor list is to be included with the submission.
Restricted Use of Funds: All funds on account are to be used solely for the Event or Project for which it was collected and under no circumstances whatsoever may they be carried over to any other Project or Event.
Fees, Costs and Expenses Due S.P.E.A.R.: In consideration of S.P.E.A.R.’s sponsorship of the Project or Event and to cover S.P.E.A.R.’s expenses in connection with the Project or Event as outlined in the application submitted, the Project or Event will pay fees, charges and expenses as set forth below. In order to be considered, an application must be accompanied by the payment of all applicable administrative fees via the S.P.E.A.R. website (www.spearfoundation.org).
In-Kind Donations: For each in-kind donation received for and/or on behalf of the Project or Event, an administrative fee of $25.00 will be assessed the Project or Event. No more than two (2) in-kind donations may be received by the Project or Event each year. No more than $2,000.00 in in-kind donations may be received by the Project or Event each year. The Project or Event must take receipt of all in-kind donations received. Upon submission of the Donor List for in-kind donations, S.P.E.A.R. will provide donor letters via email directly to the identified donors.
Monetary/Sponsorships: For the first $4,000.00 in monetary donations or sponsorship received for and/or on behalf of the Project or Event, an administrative fee of $50.00 will be assessed per every $2,000.00 received or any portion thereof. (i.e., for $2,500.00 received, total administrative fees would be $100.00). All administrative fees are non-refundable (i.e., any administrative fees assessed and/or paid will not be refunded). For amounts received above and beyond $4,000.00, an administrative fee of 10% of funds received will be assessed against the Project or Event. Any amounts paid in accordance with this policy relating to amounts under the $4,000 threshold may be credited toward the 10% administrative fee (if raising $4,001 or more, and administrative fee of $100 or 10% of the total raised, whichever is less, will be assessed against the Project or Event. Upon S.P.E.A.R.’s receipt of monetary donations/sponsorships, S.P.E.A.R. will issue a receipt to both the donor and the Project or Event.
Mission-Centric Requirement: Any proposed Project or Event for which fiscal sponsorship is sought must fit within the mission, values and/or goals of the Sigma Public Education and Research (S.P.E.A.R.) Foundation.
CBO Authorizing Officials: Two individuals must be designated to serve as Authorizing Officials and point of contact designees for all things related to the Project or Event for which the application has been submitted. The Authorizing Officials and Designees will act as the principal coordinators of the Project’s or Event’s daily business with S.P.E.A.R. and shall have authority to submit and/or sign voucher and disbursement requests. The Authorizing Officials should have decision-making authority for the Project or Event and must be approved in advance by S.P.E.A.R. The Authorizing Officials shall also serve as the sole points of contact for all communications and exchanges of information with S.P.E.A.R.
Project or Event Marketing, Promotion, Fundraising and Implementation: The marketing, promotion, fundraising for and implementation of the Project or Event is the sole responsibility of the CBO. Nonetheless, any approved Project or Event must identify S.P.E.A.R. as a sponsor at the highest level offered or available on any marketing or campaign materials, all of which must be submitted for S.P.E.A.R.’s approval prior to dissemination in conjunction with the marketing, promotion and/or fundraising of the Event or Project. S.P.E.A.R. has the right to and may disclose its sponsor relationship with the CBO in S.P.E.A.R.’s own marketing and promotion campaigns.
Prohibition Against Certain Activities: The sponsored Project or Event must be carried out in a manner consistent with S.P.E.A.R.’s tax-exempt status and as described in the submitted application. No material changes in the purposes or activities of the Project or Event shall be made without prior written permission of S.P.E.A.R. and in accordance with any requirements imposed by funders and/or donors, nor shall the sponsored Project or Event carry on activities or use funds in any way that jeopardizes S.P.E.A.R.’s tax-exempt status. The sponsored Project or Event shall not be used to attempt to influence legislation or participate or intervene in any political campaign on behalf of (or in opposition to) any candidate for public office or to otherwise engage in the carrying on of propaganda (within the meaning of section 501(c)(3) of the Internal Revenue Code of 1986). Should S.P.E.A.R. request the CBO to cease activities that it deems might jeopardize its tax-exempt status and the Project or Event fails to comply within ten (10) days, S.P.E.A.R. has the right to terminate its sponsor relationship with the CBO for the Project or Event. In the event of termination, S.P.E.A.R. and the CBO will comply with any termination conditions imposed by the Project’s or Event’s funders/donors.
Project/Event Donation Portal: Upon approval of your application, S.P.E.A.R. will forward to your Authorizing Officials the following: a copy of its tax determination letter (501(c)(3) letter); the S.P.E.A.R. logo; an About S.P.E.A.R. letter; and a hyperlink for submission of any proposed flyer and/or documents necessary to create a landing page for your Project’s or Event’s donation portal.
Project or Event ID: The within Community Based Organization will be issued a S.P.E.A.R. Foundation unique identifier which must be included on all documents submitted to S.P.E.A.R., including but not limited to checks and monetary donations collected, correspondence, communications, etc.
Project or Event Vendor Payments: All requests for vendor payments from amounts collected must be made using the S.P.E.A.R. voucher portal. All compliant vouchers will be approved and payment to vendors made to the extent that funds have been collected and/or are on account for the Project or Event. The Authorizing Officials will receive notification of voucher submission, approval and payment. The Authorizing Officials will have the ability to access their campaign data, which will include vouchers submitted, approved and paid as well as the available or remaining funds on account for the Project or Event.
Post-Project or Event Report Submission: No later than thirty (30) days post Event or Project completion, the CBO must submit a written report via the portal to include the requested data and supporting documentation. For any in-kind donations, a donor list is to be included with the submission.
Restricted Use of Funds: All funds on account are to be used solely for the Event or Project for which it was collected and under no circumstances whatsoever may they be carried over to any other Project or Event.
Fees, Costs and Expenses Due S.P.E.A.R.: In consideration of S.P.E.A.R.’s sponsorship of the Project or Event and to cover S.P.E.A.R.’s expenses in connection with the Project or Event as outlined in the application submitted, the Project or Event will pay fees, charges and expenses as set forth below. In order to be considered, an application must be accompanied by the payment of all applicable administrative fees via the S.P.E.A.R. website (www.spearfoundation.org).
In-Kind Donations: For each in-kind donation received for and/or on behalf of the Project or Event, an administrative fee of $25.00 will be assessed the Project or Event. No more than two (2) in-kind donations may be received by the Project or Event each year. No more than $2,000.00 in in-kind donations may be received by the Project or Event each year. The Project or Event must take receipt of all in-kind donations received. Upon submission of the Donor List for in-kind donations, S.P.E.A.R. will provide donor letters via email directly to the identified donors.
Monetary/Sponsorships: For the first $4,000.00 in monetary donations or sponsorship received for and/or on behalf of the Project or Event, an administrative fee of $50.00 will be assessed per every $2,000.00 received or any portion thereof. (i.e., for $2,500.00 received, total administrative fees would be $100.00). All administrative fees are non-refundable (i.e., any administrative fees assessed and/or paid will not be refunded). For amounts received above and beyond $4,000.00, an administrative fee of 10% of funds received will be assessed against the Project or Event. Any amounts paid in accordance with this policy relating to amounts under the $4,000 threshold may be credited toward the 10% administrative fee (if raising $4,001 or more, and administrative fee of $100 or 10% of the total raised, whichever is less, will be assessed against the Project or Event. Upon S.P.E.A.R.’s receipt of monetary donations/sponsorships, S.P.E.A.R. will issue a receipt to both the donor and the Project or Event.