Forms & Policies for Fiscally Sponsored Programs at UCP

Below are the forms and corresponding policies that you can use once you have established a fiscally sponsored program at United Charitable Programs. For an Application to Begin a Fiscally Sponsored Program, click here. If you need forms for a Donor-Advised Fund, please click here. You can use CTRL+F to search for the name of a specific form.

These forms are all accessible using Adobe Acrobat Reader, which you can download for free by clicking here.

Preview	Attachment	Size
	Disbursement Request Form	206.96 KB
	Disbursement Request Form Instructions	183 KB
	Activity Code Definitions for Disbursement Form	164.71 KB
	Donation Deposit Form	762.5 KB
	Credit Card Donation Form	267.33 KB
	Auction Credit Card Transaction Form	263.5 KB
	Marketable Securities Non-cash Gift Form	212.96 KB
	Form 8283 - Noncash Charitable Contributions	255.95 KB
	Form 8282 - Sale, Exchange, or Other Disposition of Donated Property	371.99 KB
	Fees That May Be Charged	186.5 KB
	International Charity Grant Policy	159.02 KB
	International Charity Approval Form	192 KB
	International Charity Grant Confirmation	190 KB
	Scholarship Approval Policy	144.5 KB
	Scholarship Approval Form	227.13 KB
	Press Release Questionnaire	172 KB
	Fundraising and Event Policy	686.97 KB
	Fundraising and Event Approval Form	199 KB
	Event Participant Waiver	239 KB
	Event Volunteer Waiver	238.5 KB
	Quarterly Activity Report	208.51 KB
	Approval to Send a Grant to an Individual	264.29 KB
	Program-Related Travel Policy	180 KB
	Program-Related Travel Approval Form - Before the Trip	246.71 KB
	Program-Related Travel Reimbursement Form - After the Trip	261.32 KB
	Request Amendments to Program Managers, Mission or Name	204.12 KB
	Successor or Beneficiary Charity Form	122.99 KB
	Employment Agreement for an Independent Contractor	168.62 KB
	Office Expense Reimbursement Policy	286.37 KB
	E-Check Transaction Form	265.91 KB
	IRS Form W-4	99.87 KB
	IRS Form W-9	103.61 KB
	Donor Certificate for Non-Cash Gifts	218.64 KB
	Sample Donation Template Letter	188 KB
	Website and Publication Policy	122.65 KB
	UCP Logo for Program Website (jpg format)	12.44 KB
	UCP Logo for Program Website (png format)	27.6 KB
	HiRes Logo for Program Printed Material (jpg format)	693.67 KB
	Program Letterhead Template (doc format)	728.5 KB
	Program Budget Worksheet	391.5 KB
	Example Program Budget Worksheet	40 KB

Forms & Policies for Fiscally Sponsored Programs at UCP

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