On Boarding

In an effort to create personalized care for each ministry partner, new and old, we request that you please not share any of the links or forms found on this page with friends or families who are not already established with us. If you would like to help someone become a ministry partner with Perception Funding, please direct them to this page > Get Started

Application Responsibilities of your Ministry

Step One - PArtnership Agreements:

Memorandum of Understanding

This agreement does not apply to our Network Partners (501c3 nonprofit organizations)

Step TWo - Security plan

Security Plans - Personal & International

Step Three - Financial Responsibilities:

CLICK EACH BUTTON TO FILL OUT THE FORM.
ONCE THE FORM IS COMPLETE, CLICK THE BUTTON THAT SAYS "RETURN TO INFORMATION CENTER" TO COMPLETE THE NEXT FORM.

A. Direct deposit Agreement

C. W-9

B. Int'l Wire Form (if applicable)

Weekly Deposit Agreement

Step Four- 501C3 status or foreign entity docs:

If you have already established a 501(c)3 status in the States, or you're established as a foreign entity in another country,
please complete the form below and upload copies of your official paperwork.
This form is more secure than email and your documents are stored securely.

Step Five -Fundraising Training

This fundraising course should take about an hour to complete. In this course you will put together your fundraising plan for the remainder of the year. You will complete this plan each year, providing you and Perception Funding with measurable goals for your ministry.

FUNDRAISING TRAINING

Step Six - Credit Card agreement (read only)

Credit Card Policies & Procedures

Objectives

To allow ministry partners access to efficient and alternative means of payment for approved expenses, especially expenses related to business travel and supplies.
To improve managerial reporting related to credit card purchases.

Policies

Ministry credit cards will be issued to staff and ministry leaders upon approval of the Operations Director and Financial Operations Coordinator.
Credit cards will be used only for business purposes. Personal purchases of any type are not allowed.
The following purchases are not allowed:
- Personal items or loans
- Purchases involving trade-in of ministry property
- Rental (other than short-term autos)
- Any items deemed inconsistent with the values of the ministry
Cash advances on credit cards are not allowed
Cardholders will be required to sign an agreement indicating their acceptance of these terms. Individuals who do not adhere to these policies and procedures will risk revocation of their credit card privileges and /or disciplinary action.

Procedures

Credit cards may be requested for prospective cardholders to the Operations Director or Financial Operations Coordinator.
Detailed receipts must be retained and submitted to the office. In the case of meals and entertainment, each receipt must also include a statement of the date, names of all persons involved in the event, and a brief description of the business purpose of the purchase, in accordance with Internal Revenue Service regulations.
Detailed receipts must be submitted to the office within thirty days of the initial charges to enable timely payment of amount due.
All receipts submitted for payment must include the associated expense accounts clearly written on the receipt or on an attached statement.
If you become aware of fraudulent charges on your card please let our Financial Operations Coordinator know as soon as possible and call the Chase phone number on the back of the card to notify them as well.

REquired Reading

These three books are an invaluable part of our Fundraising Training. The links provided are from Amazon for ease and availability, but we encourage supporting your local bookstore or buying secondhand from websites like Ebay or ThriftBooks.