Fiscal Sponsorship Toolkit

We put together this Fiscal Sponsorship Toolkit to help you navigate the ins and outs of entering into a fiscal sponsorship relationship and creating written documents that capture the spirit and details of your collaborative work together. The Fiscal Sponsorship Toolkit has written materials that help you understand the nature of fiscal sponsorship relationships, a video highlighting some of the key fiscal sponsorship concepts and there are two written document templates: 1) The Fiscal Sponsorship Agreement Template, and; 2) the Statement of Shared Values Template.

Download the toolkit and accompanying templates on shared values and fiscal sponsorship agreement below!

Thank you to Communities Rise, Sarah Tran (Sama Praxis LLC), Community Advocate Alejandra Perez, Attorney Madhu Singh, and all who shared their wisdom, knowledge and expertise to make this toolkit a reality!

Fiscal Sponsorship video featuring speakers Jodi Nishioka (Communities Rise), Alejandra Pérez (Washington Dream Coalition), and Madhu Singh (Foundry Law Group). Recorded December 2022, to accompany the Fiscal Sponsorship Toolkit release.


Please fill in your information to download the “Fiscal Sponsorship Toolkit”, the “Statement of Shared Values Template”, and/or the “Fiscal Sponsorship Agreement Template.”

We’re collecting contact information so we can ask for feedback on the tool and improve it in the future.


Fiscal Sponsorship Toolkit cover image

Fiscal Sponsorship Toolkit (December 2022), graphic design by Stacy Nguyen

Fiscal Sponsorship Toolkit (December 2022).


Fiscal Sponsorship Statement of Shared Values Template (2022)

Fiscal Sponsorship Agreement Template (2022)