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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.

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.

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.

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.

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.

Grant Notification

Let P&TC know if your group is planning to apply for a grant while utilizing P&TC’s 501c3 status. This is to avoid any conflict of interest if multiple fiscal clients are interested in applying for the same grant.

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.

Acknowledgement Form

This form should be completed on an annual basis. It ensures current leadership understands the main elements of the Fiscal Sponsorship Agreement.