Thank you for your interest in applying for Fiscal Sponsorship under the Communities Foundation of
Oklahoma (CFO). Effective November 4, 2015, CFO will offer this service only as it aligns with Model C,
the pre-approved grant relationship, as defined by Colvin & Link (2005).
Before applying, please give due consideration to the following:

Does your project have a legitimate nonprofit purpose? Learn more:
http://nonprofit.about.com/od/glossary/g/nonprofit.htm

Would the IRS think this is a legitimate nonprofit activity if you applied for nonprofit status?
Learn more: http://nonprofit.about.com/od/qathebasics/f/Needfortaxexemp.htm

Does your project have enough traction to get funding for this idea?
o Have you talked to potential funders?
o Do you have a core of dedicated individual donors? Have you identified revenue sources
and started exploring those pathways?
o Remember projects under the Communities Foundation of Oklahoma umbrella are only
able to solicit charitable donations in the State of Oklahoma. If you plan to seek funding
from sources outside of Oklahoma, CFO will not be able to assist you with a Fiscal
Sponsorship.

Remember fiscal sponsorship is not a way around nonprofit requirements.
Please complete the following information and return a signed copy of this document via email to Randy
K. Macon, executive director, at rmacon@cfok.org Questions may be addressed via telephone
conversation: 405.488.1450.
The application begins on the next page.
Reference
Colvin, G. L., & Link, G. (2005). Fiscal sponsorship: 6 ways to do it right. San Francisco, CA: Study
Center Press.
1. Name of Project
2. Principal Contact
 Name
 Address, City, State, ZIP
 Email
 Phone Number
3. How did you learn about Communities Foundation of Oklahoma?
4. Are you currently using another fiscal sponsor? Yes/No
 If yes, why do you want to change?
5. What is the legal status of this project? (Choose One)
 Sole Proprietorship
 501(c)(3)
 Oklahoma nonprofit corporation that has applied for 501(c)(3) status
 Governmental Agency
 A fiscally sponsored project of another 501(c)(3) organization
 Other – please elaborate:
6. What is the charitable purpose/mission of your project? (Please explain in no more than 3
sentences.)
7. Project Location
 Please list all applicable Oklahoma Counties in which your project will provide services.
8. What is the main focus on your project? (Please check only the one category that most closely
applies)
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Health
Environment
Animal Welfare
Human Services
Community Affairs
Arts and Culture
Education
9. Is this a project seeking incubation (looking to grow and then apply for unique 501(c)(3) status?
Y/N
 If Yes, when do you anticipate applying for 501(c)(3) status?
10. Is this project the result of a single funder’s initiative? Y/N
 If Yes, please identify the funder and elaborate on the rationale behind the initiative
11. Is this project of limited duration? Y/N
 If Yes, within how many years do you expect to complete the project?
12. Current Project Assets (how much do you have now?)
13. Anticipated Annual Expenses (total amount here; attach full budget)
14. Anticipated Sources of Revenue
Foundation
Grants
Government
Grants
Donations
Events
Fee For Service
Other
Anticipate Applying
Applied
for/Pending
Committed
Received
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
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$
15. Advisory Committee (Minimum of 3 Required)
Member 1 Name:
Phone:
Member 2 Name:
Phone:
Member 3 Name:
Phone:
Member 4 Name:
Phone:
Email:
Email:
Email:
Email:
16. Staffing of Project
How many of the following do you currently have?
Employees:
Volunteers:
Independent Contractors:
If not currently, do you expect to have employees/volunteers/ICs in the future?:
17. Briefly describe the history of this project. When did it begin and how? Describe current or future
(aspirational) activities. Provide a description of, and number of, current (or future)
participants/beneficiaries.
18. Briefly describe the work you have done to research, design, pilot test or demonstrate the project
to date. Has the project already begun and activities taken place? Who else is doing this or similar
work? What differentiates you and why do you think you will be successful? In what ways have
key stakeholders been involved in the development of your program/model?
Please attach an income-and-expense budget for your first year. Also, please attached evidence that
your project has established an independent legal identity.
Signature
Date