CBT Fund Form

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CBT Fund Form

C.B.T. Fund Establishment Form

Please check the type of fund you will be starting *

Monetary Fund- deposit monetary funds into the fund which Community Benefit Tree would oversee. Keeping funds no less than $1,000 and in order to remain open, there would have to be a yearly deposit. A 10% CBT investment would be charged to funds placed into the fund. Benefits:1) Directly be able to assist individuals and their families struggling with a medical crisis. 2) Tax Deductibility 3) Visibility of your fund 4) Join the fund review committee and have the ability to have a voice in whom the funds will be allocated to. 5) CBT would oversee the funds 6) No paperwork to worry about.
Planning Fund- holding a yearly event in which funds from the event would go into the fund. Community Benefit Tree would assist in planning the event. A 30% CBT investment would be charged to the event’s profit after event expenses and any other funds deposited throughout the year into the fund. The remaining 70% would be placed into the fundBenefit: 1) All the above in Monetary Fund 2) A CBT representative would be at the meeting and the event to mentor and answer any questions of the event committee.3)Usage of equipment and supplies for operating the event.4)Advertising of the event through website, e-newsletters and press releases.5)Ability to presell raffle tickets and conduct raffles the day of 6)An at cost fee on printed materials 7) Usage of a credit card machine 8) Advertisement on CBT’s website that would include a PayPal button to be able to purchase admission tickets or to register online. Also fill out a registration form online. 9) All donors and sponsors would receive a tax deductible receipt. 10)Event startup money would be taken care of by CBT
Other:

Fund Review Committee *

Committee Job Description- Check box indicating you understand.

Review & approve all funds & recipient application.Committee Job Description 1) Review & approve all funds & recipient application 2) Meet quarterly 3) Review application forms and process for any changes that need to be made4) Advertising- review promoting of these funds- is the public aware of these funds. 5) Funders- open communication with funders.6) Fiscally- monitoring the funds and being fiscally responsible. Report quarterly to the funders.REQUIRED: There must be one representative from your fund on the committee.
Other:

By checking each box indicates that you agree and understand the term and conditions *