Research
Tax form used Non Profit organizations
990
What do you want to be known?
Market Position
Allows to maintian liquid funds and use for operations purposes while earning interest
Business Interest Checking
What is the annual CRA activity goal?
12 CRA activities
How can an organization submit their Grant application?
Online, through the foundation website
Does all Non for Profits file 990 Forms
You can replicate success, you get paid in this phase
Reward and Growth sustainability
Certificate of Deposit
What documents are required in order to submit a contribution request?
501c3, w9,Contribution Form,Name Check and event flyer
Is the Foundation part of the Bank.
No, the Foundation is a separate entity.
What number determine the size of an organization?
You Build rapport, know like and trust in this phase
Relationship building
Liquid funds with variable interest rate, limits the number of withdrawals per month.
Money Market
What is the annual Bank budget for contributions?
For Branch usage.
$10,000.00
What is the minimum grant application
$5,000.00
You create a plan in this phase
Targeting opportunities
What ICS stands for?
Investment cash sweep
Mention 2 events that qualify as Community Activity.
Galas, networking, etc
What is the maximun grant application?
$50,000.00
Another website to re-search Non Profit Organizations
Charity Navigator
Deliver what is promised
Performance and Execution
What CDARS stands for?
Certificate of Deposit Account Registry Service
What document you need in order to receive CRA credit for a Financial Mastery session?
A signing sheet.
What is the maximun asset size to qualify under the foundation RFP?
$25 million