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Grantee Resources

The Colorado Trust strives to provide the highest quality of service and support to both potential and current grantees. Applying for a grant (or fulfilling the responsibilities of an existing grant) can often mean completing legally required forms and paperwork that may seem daunting or complicated, especially to organizations that are new to the grant process.

That’s why The Trust has a dedicated team of grants management specialists, who are available to answer any questions you might have and help make this process as simple and straightforward as possible. Click here to email a grants management team member, or call (303) 837-1200 to speak to one.

Common Forms and Downloads
The Trust has the following commonly requested documents and information available for both current and potential grantees to download:

Potential Grantees:

Current Grantees:

Many of these forms relate to fiscal sponsorship, fiscal agents and expenditure responsibility, which are important for organizations and entities to understand before applying for a grant. We’ve provided some definitions and explanation on these topics below. If you’d like further clarification on these topics or any others related to grant applications, please contact a grants management team member via email or call (303) 837-1200.

Fiscal Sponsorship: A fiscal sponsor agrees to take ownership of an entity/organization or project that may not be recognized as a public charity by the Internal Revenue Service (IRS). The fiscal sponsor is responsible for all legal aspects of the entity/organization or project. The fiscal sponsor is considered the grantee by The Colorado Trust and agrees to be accountable to The Trust for the programmatic and financial outcomes of the grant. The application is not considered complete without a written and signed agreement between the fiscal sponsor and the sponsored entity/organization or project. For more information, please refer to The Trust’s Fiscal Sponsorship Policy and Sample Fiscal Sponsorship Agreement linked above.

Fiscal Agent: An entity/organization or project contracts with a fiscal agent to provide various administrative services for the entity/organization or project, but the fiscal agent does not take on legal ownership or liability.

Expenditure Responsibility: The IRS requires private foundations to exercise a special procedure called “expenditure responsibility” over grants to entities or projects that are not recognized as U.S. public charities. In expenditure responsibility grants, the foundation assumes full legal responsibility under the tax laws for ensuring that the grant is used for its intended charitable purpose.

Learn about the health equity issues affecting Coloradans at Collective Colorado, a publication of The Colorado Trust.