Leaves scattered across ground

Fiscal Client Resources

The resources and documents below are for our existing fiscal clients. To learn more about becoming a fiscal client, visit the Friends Group Partners page.

Financial Account Forms

These forms specifically relate to the Fiscal Client’s financial account with P&TC. It includes forms for obtaining and depositing money as well as setting up online donations.

Expenditure Request

Utilize this form to request a check to be issued for reimbursement or payment of an invoice with funds from your group’s fiscal account.

Check Donations

Check donations to your group must be made out to “Parks & Trails Council of MN” with your friends group’s name in the memo. Look at the check example for how this should look.

Checks that are over 90 days old will not be accepted. Checks from a previous calendar year will not be accepted after January 15.

Deposit Sheet

Use this when depositing donations into your group’s fiscal account. The sheet tracks each donation separately with a final total for that deposit.

Online Donations

If your group would like to be able to accept online credit card donations, fill out and submit this form. Once approved, a page will be created for your group with a unique URL that you can use to direct people to donate.

Thank You Letter Template

It is important to thank your donors! It is also important to make sure the needed information is included in that letter, including stating the following:

  • your group’s affiliation with P&TC
  • that no goods or services were received in exchange for the donation
  • the tax ID number for P&TC

Download this template and customize for your group.

General Fiscal Client Documents

These forms ensure Fiscal Clients and Parks & Trails Council are on the same page about expectations and inform P&TC of any changes.

Obtain Permission to Submit Grant Applications

Fiscal clients can use this form to obtain consent from Parks & Trails Council to apply for a grant while using P&TC’s 501c3 status. As P&TC is the fiscal sponsor for a number of groups, 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 potential conflicts, P&TC will contact the fiscal client to discuss options.

Please allow at least two weeks for P&TC to review the submission.

Fiscal Sponsorship Agreement Video

This 15 minute video elaborates upon the agreement, detailing out in clear terms what the agreement means. In 2018, we’re asking all primary and secondary representatives (usually the president and treasurer) to watch before they sign the updated version of the agreement. This video is also helpful for any new presidents or treasurers that have just joined their group.

Contact Information

This form should be filled out on an annual basis. It ensures P&TC has up-to-date contact information for the group and its leadership.

Don’t see what you’re looking for? Reach out to fiscal@parksandtrails.org or 651.726.2457 with any questions.