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Connecting Resources: Successfully Setting and Managing Expectations for Fiscal Sponsorships

For your convenience, you can download the webinar slides here.

Managing fiscal sponsorships can be challenging, especially when expectations are not set accurately at the beginning of a relationship. Peers share how they have set expectations based on workloads, reporting, vendor relationships, and even financial goals in their efforts to successfully manage these relationships. You also learn how they have guided these organizations toward independence when the relationship is no longer mutually beneficial.


Luis Leon | Chief Financial Officer, Community Foundation of the Ozarks

About the Author

Brad joined the Foundant team after years at the Council on Foundations as the Lead Strategist for Community Philanthropy, with a keen focus on Community Foundations. Brad is also a former community foundation CEO who led the merger of two community foundations in Indiana and has firsthand experienced with the complexity of big change at a community foundation. With over 2,500 volunteer service hours across Europe, United States, and South America, Brad cares deeply about place, the connections and commitment of the people within their communities, and how important place and belonging matters. Brad resides in Charleston, South Carolina with his wife, two children and rescue dog, and is eager to support community foundations with innovative technological solutions to advance the field.

Profile Photo of Brad Ward