Basic Client Orientation - Agenda LL Welcome to Shunpike! ‘A. Introductions. I Basic Fiscal Sponsorship Overview (See handou!) Ml, Working with Shunpike - Digital systems A. Client Site B._ Drive Folders (see How-To page) C. Online donation page - poweredbyshupike.org 1. Shunpike umbrella wording: “[group] Is fiscally sponsored by Shunpike.” IV. Money in ‘A. Deposits ‘Foun (See handout) Checks and Cash Credit Cards (via Click & Pledge) ‘Tax receipts and Donation reporis Making an initial deposit Requesting your balance B. In-Kind Donation 1. Goods vs Services 2. Fair Market Value C.Crowefunding & Fundraising Events 1. Crowdfunding a) Supported platforms ») Form, ©) Login info and funds distribution 4) Tax receipts for donors 2. Fundraising events @) Form; Resources on client site/lemplates . Grant Applications 1. When should you put a grant through Shunpike? 2. Eligibility requirements; deadlines Money Out ‘A. Check Requests 1. Form - send to checiseauesi@shunpike ora; cc client manager 2. Weekly check run deadlines 3. WS form Vi. Compliance ‘A. Seatlle Business License B. WAstate non-profit incorporation C. Exhibit D of Shunpike contract Vil. Communications ‘A. General Inquiries 1. Bi-monthly cient newsletter 2. Response time B. Close-out process Vill, Open QuestionsFISCAL SPONSORSHIP 101: Shunpike’s Fiscal Sponsorship Services Comparing Shunpike’s Fiscal Sponsorship Services Service Provided Basic_| Comprehensive ‘Secure online donations page (Cick&Pledge) Donation processing Donor tax receipt letters issued Monthly donor reports NIS]S}s)s\ Basic grants administration and record-keeping Detailed assessment of grant applications Review of fundraising materials/oniine campaigns, ‘Access to onlin templates Regular email updates with relevant opportunities and information Nin NinS ‘Special event compliance review Full cycle bookkeeping (on a cash basis only) Monthly account reconciliation & financial reports (transaction & P&L. reports) ‘Seles and use tax records and fling SIS. SISSIES [Ss [SiN ‘Annual IRS tax filing and distribution of 1099-MISC as required ‘Annual and/or quarterly local business flings (iF required) s Maintain and administer city business license (submission & renewal) Maintain WA state nonprofit incorporation status (fling of articles of incorporation, annual renewal, v and serve as the registered agent) Non-legal review of contracts and agreements (to offer feedback and support with contract v negotiations) Research and coordinate insurance coverage: Z Run state background checks for volunteers and associated personnel ice include: © Webhosting * Access to office space and faciities * Assistance with 501(C)(3) application '* Case-specific legal advice * Case-specific tax andlor accounting advice ‘* Shunpike is not a grant funding body * Itis @ requirement of being fiscally sponsored by Shunpike that all groups maintain a city business license. Shunpike can manage this process for clients of our Comprehensive service. Clients accessing the Basic service must arrange for their own city business license, renewal and maintenance.DEPOSIT FORM FOR SHUNPIKE USE ONLY | Die Recoved 1 - [ Frogrars Wangerinar ial Dope Deposit Instructions © All checks must be payable to “Shunpike,” or “[Associated Program] clo Shunpike” © Transactions, not be processed if any information is missing orincomplete Please fill out the information below by providing the number of checks and amount of deposit in each category. If a check is split between two categories (for example, a $100 check that contains a $50 payment for a class and a $50 donation), please list the amount that applies to each category, with a note explaining the split. Using the previous example, you would list $50 as "5150 Tuition” and $50 as “4010 Individual Donations”. CONTRIBUTED INCOME: (You must complete page 2 tis form ifyou are depositing contributed income) fot | ProjectProgram (ifmore Code Category Checks | than 1, deta in Notes) Amount Notes 4010 | Individual Donations 4200 | Corporate Gis rT '5850 | Auction Sales" Other “Please complete the “In-Kind Donation Tracker” for income from auctions orrai EARNED INCOME: or code Category checks. Amount Notes 5110 | Contract Revenue ‘5140 | Admissions 5150 | Tuition ‘5155 | Membership Dues 5400 | Sales of Merchandise 5450 | Advertising Revenue Other EL 206.905.1026 EMAIL INFO@SHUNPIKE.ORG