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Fund Custodian has ultimate responsibility for the management of the fund and compliance with policy and standards, including the requirements outlined in this standard and the Grant-Making Standard. The Fund Custodian acts as the primary point - of - contact for matters related to the fund. In some cases, the Fund Custodian may receive and distribute monies on behalf of the church/ministry. The Fund Custodian signs a Master Grant Agreement on behalf of the church/ministry and acts as a representative for all parties associated with the church/ministry. The fund custodian should normally be a Reliant employee or associate. In rare exceptions, a vetted individual who is not a Reliant employee or associate may act as a Fund Custodian with appropriate approval.

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The purpose of the requested fund must be in alignment with Reliant's tax-exempt purpose as outlined in the Funds and Grant-Making Policy for Churches and Projects. The fund purpose is documented in the Master Grant Agreement (See details below). If the agreed-upon purpose of the fund changes in the course of the life of the fund, an addendum to the Master Grant Agreement is required. 

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• Work alongside an existing Reliant partnership.
• Be identified and vouched for by a Reliant worker or church/ministry partner.
• Complete an an assessment and application that is reviewed and approved by the Program Team.
• Be vetted using the OFAC Watchlist Verification.
• Complete training (given by the Program Team) for raising church/project funds on behalf of Reliant and become officially deputized by Reliant

• Complete a dual solicitation agreement (Dual Solicitation) if raising funds for both Reliant and another organization.

  Note

  Foreign nationals may raise funds on behalf of the church/project fund but do not receive an individual MTD fund number. If a registered foreign organization with multiple Affiliate Fundraisers partners with Reliant, they can request solicitor reporting tags be used for tracking donations. However, we can only provide the solicitor functionality once there are at least two solicitors. Also, the solicitor functionality is only available through online giving.

  
  

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• Church/Project Fund purpose and fund details
• Signed Master Grant Agreement

Master Grant Agreement:

Church/Project funds are created to receive donations, and grants are used to distribute monies for those funds. Therefore, a Master Grant Agreement must be signed at the time of submission of a new church/project fund request to ensure a proper understanding of grant use when monies are distributed. 

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All church and project fund requests must be vetted first by the Program Team lead to confirm the church/ministry partnership with Reliant (either a Memo of Understanding or a Non-Employment Partnership Memorandum of Understanding has  has been signed) and to confirm that this request is one that they believe Reliant should move forward on.

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