SIX SIMPLE STEPS TO A SUCCESSFUL FUND

 

Through research and experience, our experts have collaborated to provide you with an easy-to-follow overview of quickly establishing a fund.

STEP ONE:
ESTABLISH THE FUND

Establishing the Fund is simple and can be completed in as quickly as 48 hours. Provide your company’s legal name, the chosen name of the Fund, the email of the person who will sign the agreement, and the estimated number of Charitable Class members (the individuals who will be eligible to apply for a grant).

After completing this step, you’ll be assigned a dedicated Relief Fund Senior Advisor who will guide you the rest of the way.

    STEP TWO:
    DONATE TO THE FUND

    Next, you'll make an initial donation to the Fund.

    STEP THREE:
    DEFINE THE FUND'S CHARITABLE CLASS

    In this step, you will establish the Fund's grant criteria by determining the following:

    • WHO can apply for a grant?
    • WHAT occurred to make an applicant eligible for a grant?
    • WHEN can an application be submitted?
    • HOW large of a grant can be requested?

    STEP FOUR:
    EAF CREATES THE FUND WEBSITE

    A Fund website is essential to the success of your program. Customized to reflect your company's branding, It houses:

    • A link to EAF’s dynamic, cloud-based application.
    • The Fund's donation and application FAQs.
    • A donation link.
    • A dedicated phone number and email address for overall applicant experience.
    • Additional resources.

    STEP FIVE:
    MAKE FUND ADMINISTRATION SELECTIONS

    At this stage, you will determine the essential basic information related to the design and administration of the Fund.

    STEP SIX:
    PREPARE FOR EDUCATION & COMMUNICATION

    FAQ documents can be used to educate team members about the Fund. Our model versions are based on industry best practices but can be modified to better align with your organization. When completed, we will review your edits to make suggestions and identify any regulatory conflicts.