How to Build a Community Fund

Summary

Step 1 – 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