Summary

Step1 - Identify Prospective Advisory Board Members

Step 2 - Education for Potential Advisory Board Members

Step 3 - Advisory Board Organizational Structure

Step 4 - U.S. Standards for Community Foundations - CFSW is recognized as compliant with National Standards

Step 5 - Policies and Procedures of the Community Foundation of Southern Wisconsin, Inc

Step 6 - Successor Advisors

Step 7 - Identifying Charter Donors

Step 8 - Develop a Marketing Plan

Step 9 - Memorandum of Understanding

Step 10 - Obtain Pledge Cards

Step 11 - Formal Documents

Step 12 - Gift Acceptance

Step 13 - Continuing to raise awareness and gifts

Step 14 - Grant Awards