RESOURCE LIBRARY

See below for a list of curated resources varying from fundraising tips to recommended vendors.

Important Resources

  1. PPF Onboarding Presentation

  2. PPF Fiscal Sponsorship Protocols

  3. PPF Service List

  4. PPF DAF Policies

  5. PPF Expense Reimbursement Policy

PPF Payment Request Guides

  1. PPF Invoice + Reimbursement Request Guide

  2. PPF Grant Request Guide

  3. PPF Individual Hardship + Scholarship Grant Request Guide

Accounting Resources

  1. PPF Guide of Sage Intacct Access and Reporting

  2. PPF Sage Intacct FAQs

  3. Grants - Sage Campaign Coding & Reporting Guide

  4. Events - Sage Campaign Coding & Reporting Guide

  5. PPF ACH Authorization Form

  6. PPF Cash Counting Form

  7. PPF Gift Card Log Template

  8. PPF In-Kind Donation / Auction Items Form

  9. Travel Reimbursement Voucher Request Form

  10. PPF Reimbursement Policy

  11. PPF Invoice Template Project to Donor

  12. PPF Invoice Template Project to Vendor

  13. PPF Invoice Template Vendor to Project

  14. PPF Policies for Independent Contractors

  15. PPF Reimbursement Request Spreadsheet

  16. CNB Outgoing Bank Fees

  17. W9 Form

  18. W8-BEN Form

  19. W8-BEN-e Form

Approved Vendor Resources

  1. Approved Processor List

  2. Cornerstone Description and Details

  3. Engiven Information

  4. Square Information

  5. PPF Vendor List 

  6. YourCause Information

Event Resources

  1. PPF Event Budget Form

  2. PPF Guide of Fair Market Value

  3. PSA Event Insurance Application

Fundraising Resources

  1. PPF Best Practices for Fundraising & Audience Building

  2. PPF Donor Pledge Form

  3. PPF Methods to Fund

  4. Thank You Letter Template

Grant Documentation Resources

  1. PPF Grant Support Packet

  2. PPF Best Practices for Grant Navigation

  3. PPF Foundation Directory Online Directions

  4. PPF Template Grant Application Budget

Grant Databases and other Grant-Related Platform Resources:

  1. Candid’s Foundation Directory Online (FDO), a robust search engine, connects you with over 200,000 grantmakers, allowing you to pinpoint potential funders based on mission areas, locations, and a variety of other tools to screen for matchability.

    We provide our clients with their own access in one-hour increments to both of the above platforms. Please see the attached instructions to sign up for a time slot.

  2. Grant Watch, explores an extensive collection of active grant opportunities aligned with your goals. This search engine will also allow you to search based on mission areas, locations, and much more.

  3. Donor Search empowers you to access profiles of individual private grantmakers and gain valuable insights into foundation grant recipients. Seamlessly download profiles by providing the full name and address of your prospective grantmaker. Furthermore, this platform enables you to explore the grant landscape by searching individual foundations and uncovering the sources from which they receive grants.

  4. CyberGrants FrontDoor Certain corporate grantmakers require their grant applicants to be registered with CyberGrants FrontDoor. For more information, see our Grants Resources Page.

PPF Hardship + Scholarship Grant Application Resources

  1. PPF Business Hardship Grant Application Template

  2. PPF Individual Hardship Grant Application Template

  3. PPF Scholarship Grant Application Template

  4. Proof of Selection

Compliance and Financials

  1. PPF Anti-Discrimination Policy

  2. PPF Form 990 2023

  3. PPF Audit Financials 2023

  4. PPF Bylaws

  5. PPF Board of Directors 2025

  6. PPF Executive Summary 

  7. PPF IRS Letter of Determination

  8. PPF Articles of Incorporation