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Rose Foundation  •   6008 College Ave. Suite 10  •   Oakland, CA  •   94618   •   (510) 658-0702

Fiscal Sponsorship: Incubating Community &
Environmental Stewardship

Part of Rose's guiding philosophy is that the most effective and innovative projects are often initiated at the grassroots community level. Many of these projects are catalyzed by an individual or sponsored by a neighborhood organization, and are too small or too new to have their charitable status recognized by the IRS.

Projects which are temporary in nature may also be ideal candidates for fiscal sponsorship, because this allows the project to focus on achieving its program objectives rather than the administrative issues and costs inherent in establishing a new corporation and seeking IRS recognition of charitable status. Modeled after for-profit business incubators, Rose tailors a unique package of management, fundraising and strategic planning assistance for each start-up or temporary project. Rose only sponsors projects located in California. All projects must have a budget over $10,000.

Rose's Charitable Umbrella
In a fiscal sponsorship relationship, Rose extends its charitable umbrella over select projects whose missions closely match the Foundation's own. Donations earmarked for a project operating under Rose's sponsorship are actually given to the Foundation. This allows donors to receive the full benefits of making a charitable donation. Rose then places the donations in a special restricted fund dedicated only to the support of the project.

Grants are disbursed to the project, and the project provides regular reports documenting its activities and expenditures, in accordance with the terms of a master grant agreement executed between the project and the Foundation.

Since each fiscal sponsorship relationship is designed based on the needs of the project, applicants are encouraged to consult with the Foundation before submitting a fiscal sponsorship application. In order to defray its expenses associated with administering the sponsorship, the Foundation charges a fee of 6% of donations received for the project.

To be considered for fiscal sponsorship, please download the fiscal sponsorship application. (If you are not sure if your organization will further the mission of the Rose Foundation or if your group is located outside of California, please call before submitting an application.) The application may be submitted by mail or e-mail. We receive applications from all types of groups: large and small, established groups and start-up organizations. Therefore some of the questions may not apply to every group. We will contact groups within a couple of weeks of receiving the application. The Board makes fiscal sponsorship decisions on a quarterly basis, so the process of final approval may take 3 months.

Common Questions and Answers
about Fiscal Sponsorship

List of Fiscal Sponsorship Services

Fiscal Sponsorship Application
in Word or PDF