matching personal philanthropy with community needs
Building a
Community Fund
as an endowed component fund of the
 
 COMMUNITY FOUNDATION
OF SOUTHERN WISCONSIN 
 

 
Step1- Identify Prospective Advisory Board Members
 
Step 2 - Education for Potential Advisory Board Members
Step 2 - Power Point Slides
 
Step 3 - Advisory Board Organizational Structure
 
Step 4 - U.S. Standards for Community Foundations
 
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
 
Step 15 - Community Foundation of Southern Wisconsin Approval