Strategic Plan for the Kalos Eidos Foundation
Strategic Plan for Kalos Eidos Foundation (KEF)
Vision Statement
To cultivate resilience and thriving communities by weaving robust Full-Color Webs of Support™ through education, empowerment, and meaningful, memorable and measurable programming for youth.
Mission Statement
At KEF, we are committed to partnering with individuals and organizations to amplify the social capital and expertise they bring to the weaving of Full-Color Webs of Support™. Our mission is to make visible, enhance and expand the vibrant, full-color webs of support that are already in place, recognizing the unique strengths and talents within each individual Web of Support. Together, we will build and strengthen systems of support that empower youth and their Anchoring adults to thrive, fostering self-agency, well-being, and a shared commitment to creating a more resilient and intentionally interconnected world. We believe that by amplifying the good work already being done, we can weave even stronger webs of support that uplift everyone involved.
Executive Summary
Kalos Eidos Foundation (KEF) seeks to deliver specialized, impactful programs for individuals across life stages. With three targeted revenue streams— Neurodivergent in Full Color, Eldering in Full Color, and Children of Divorce in Full Color—KEF will deliver customized presentations, retreats, and online courses that foster personal growth and individuation within community resilience.
The Rule of Thirds and the three-legged stool concept provide a powerful framework for balancing financial sustainability, operational resilience, and mission-driven impact, aligning well with the Kalos Eidos Foundation’s (KEF) goals and mission. Here’s how they connect:
1. Diversified Resource Base Supports Stability
The Three-Legged Stool Model:
• 33% from Donors: Individual donations reflect community buy-in and engagement with the mission. This provides flexible funding for innovation and the ability to address immediate or unexpected needs.
• 33% from Grants: Grants often focus on specific projects or areas, offering opportunities for impactful, measurable interventions. They ensure that KEF stays connected to broader funding ecosystems and collaborations.
• 33% from Revenue: Generating earned income through programs, services, or social enterprises builds self-reliance and reduces dependence on external sources. This portion allows KEF to reinvest in sustainable growth.
By balancing these three sources, KEF ensures its mission is not jeopardized by over-reliance on any single funding stream. This diversification also reflects the foundation’s commitment to resilience and adaptability in a dynamic funding environment.
2. Aligns with KEF’s Values of Collaboration and Innovation
The Rule of Thirds ensures a healthy interplay of philanthropy, institutional partnership, and self-reliance, fostering collaboration and innovation:
• Philanthropy (Donors): Nurtures community involvement and shared ownership of KEF’s mission.
• Institutional Partnership (Grants): Allows KEF to remain innovative and evidence-based while leveraging grantors’ expertise.
• Self-Reliance (Revenue): Encourages creativity and the development of programs that are both mission-aligned and financially viable.
KEF’s ability to weave these funding streams reflects its ethos of blending traditional values (Kalos: beauty, goodness, excellence) with modern, effective strategies (Eidos: vision, form).3. Resilience in Pursuit of a Mission-Centric Web of Support
KEF’s mission to prioritize people over money is complemented by the three-legged stool approach:
• The model strengthens the financial “web” supporting the foundation, much like the Web of Support concept thickens individual and community resilience.
• The balance ensures KEF remains focused on its long-term mission, regardless of short-term economic fluctuations or challenges in any one funding stream.
4. Reflects the Rule of Thirds in Vision and Execution
The Rule of Thirds emphasizes proportionality and balance, which can be applied to KEF’s goals:
• 33% Focus on Innovation: Use part of KEF’s energy and resources to pilot and explore new ideas.
• 33% Focus on Impact: Dedicate efforts to proven programs and initiatives that align with the mission.
• 33% Focus on Sustainability: Invest in building systems, structures, and partnerships that ensure longevity.
Actionable Insights for KEF
1. Strengthen Donor Relationships:
• Cultivate a network of engaged supporters who
see themselves as integral to the mission.
• Use storytelling to highlight the impact of their contributions.
2. Optimize Grant Opportunities:
• Seek grants that align with KEF’s mission and encourage capacity-building.
• Build relationships with grantors to align on shared goals and expand influence.
3. Develop Revenue-Generating Initiatives:
• Explore earned income strategies that directly support the mission, such as workshops, publications, or fee-based programs.
• Reinvest revenues into programs that foster innovation and growth.
4. Maintain Balance:
• Regularly assess and adjust the balance between these funding streams to ensure flexibility and alignment with KEF’s evolving priorities.
In essence, the Rule of Thirds and the three-legged stool reflect KEF’s commitment to balance, collaboration, and resilience—ensuring that the foundation is well-equipped to pursue its mission of prioritizing people, relationships, and impactful change.
Program Areas
1. Neurodivergent in Full Color
Purpose:
Empower neurodivergent individuals (e.g., those with ADHD, autism, dyslexia) to navigate their world with confidence, resilience, and support networks.
Services:
Workshops & Presentations:
• Delivered to community groups and employers to foster understanding of youth through a lens of neurodiversity.
• Topics include “Building a Supportive Environment,” “Strengths-Based Perspectives,” and “Navigating Challenges.”
Small Group Retreats:
• Intimate, restorative gatherings hosted in serene environments such as boutique hotels or Airb-
nbs.
• Focus on skill-building, self-advocacy, and creating personalized Webs of Support.
Online Courses:
• Asynchronous, interactive modules for individuals and families, covering emotional regulation, workplace strategies, and self-empowerment.
Personalized Support:
• One-on-one coaching and consulting tailored to specific needs, integrating tools like Individualized Resilience Plans.
Revenue Model:
• Workshop fees: $150 - $1500 per event.
• Retreat fees: $500+ per participant (10 attendees per retreat).
• Online courses: $150 per course.
• Personalized coaching: $100/hour.
2. Eldering in Full Color
Purpose:
Support older adults in thriving during their later years by fostering purpose, community connection, and mental well-being.
Services:
Presentations:
• Community sessions at senior centers, faithbased organizations, and conferences.
• Topics include “Legacy Building,” “Staying Connected in a Digital World,” and “The Role of Elders in Community Resilience.”
Small Group Retreats:
• Multi-day programs in calming, rejuvenating environments to explore meaning-making, intergenerational mentorship, and personal growth.
Online Courses:
• Self-paced modules for elders on topics such as staying socially engaged, embracing creativity, and improving mental wellness.
Personalized Support:
• Tailored services for individuals and families to help elders plan their contributions to their families and communities.
Revenue Model:
• Presentation fees: $150 - $1,500 per event.
• Retreat fees: $500+ per participant (10-12 participants per retreat).
• Online courses: $125 per course.
• Individual consultations: $100/hour.
3. Children of Divorce in Full Color
Purpose:
Help children and families navigate the challenges of divorce with compassion and resilience, ensuring every child has a strong Web of Support.
Services:
Presentations:
• Delivered to legal organizations, faith communities, community centers and family resource centers.
• Topics include “Resilience After Divorce,” “Co-Parenting Strategies,” and “Strengthening Support Systems for Children.”
Small Group Retreats:
• Safe, therapeutic retreats for children of divorce and their families, blending counseling, creativity, and skill-building in family-friendly settings.
Online Courses:
• Modules designed for parents and children to address communication, emotional regulation, and long-term resilience.
Personalized Education & Support:
• Tailored consultations for families to create individualized action plans to support children post-divorce.
Revenue Model:
• Presentation fees: $1,500 - $3,500 per event.
• Retreat fees: $500 per family (8-10 families per retreat).
• Online courses: $150 per course.
• Individual consultations: $100/hour.
Marketing and Outreach Strategy
1. Digital Presence:
• Build a robust website featuring blog posts, testimonials, and course previews.
• Social media campaigns targeting educators, families, and senior communities.
2. Partnerships:
• Collaborate with schools, senior centers, legal organizations, and wellness-focused businesses.
3. Referrals and Testimonials:
• Leverage satisfied clients to generate word-ofmouth referrals.
4. Community Events:
• Host free webinars and community events to showcase KEF’s expertise and services.
Financial Projections
Year 1:
• Target Revenue: $50,000.
• Primary focus on establishing digital infrastructure, marketing efforts, and piloting small workshops and retreats.
Year 2:
• Target Revenue: $150,000.
• Expansion of retreat offerings and online course catalog, with growing community partnerships.
Year 3:
• Target Revenue: $200,000.
• Scaling programs nationally, adding new course content, and enhancing support services.
Operational Plan
1. Leadership Team:
• Sarah Marie Nicolosi and Charlie Black, alongside expert facilitators and consultants.
2. Facilities:
• Airbnbs, boutique hotels, and remote-friendly office spaces.
3. Technology:
• Investments in e-learning platforms and CRM systems for client management.
4. Evaluation:
• Regular feedback from participants and partners to refine and improve offerings.
Conclusion
KEF is uniquely positioned to address critical needs in resilience, empowerment, and community-building. By focusing on three key revenue streams and leveraging diverse delivery models, we can create transformative experiences while ensuring financial sustainability. With the support of partners like the United Way of Hastings, KEF is ready to create a lasting impact.
Appendix A - Our Founding Board
Here are the bio summaries of the three founding board members of KEF:
Dr. Vijay Mehrotra
Dr. Vijay Mehrotra is a professor, data scientist, and business consultant with extensive expertise in analytics, operations research, and decision sciences. He currently serves as a Professor of Business Analytics and Information Systems at the University of San Francisco, where he focuses on teaching, research, and industry collaboration. With over two decades of experience in both academia and industry, Dr. Mehrotra has a deep understanding of the role of analytics in shaping business strategy, operations, and innovation. His career includes working as a consultant for Fortune 500 companies, where he has helped organizations leverage data-driven insights for improved efficiency and performance. A passionate educator and mentor, he is dedicated to empowering the next generation of business leaders with the tools and skills needed to thrive in a data-centric world.
Raymond E. Cabillot
Ray Cabillot is a seasoned investment and finance expert with a track record in strategic business leadership and corporate governance. As the CEO and Portfolio Manager of Farnam Street Capital, Inc., he specializes in value-based investing, corporate restructuring, and long-term capital growth strategies. With a career spanning over three decades, Mr. Cabillot has extensive experience serving on the boards of various companies, where he provides guidance on financial strategy, capital allocation, and shareholder value creation. His deep understanding of markets, mergers, and acquisitions has made him a trusted leader in the investment community. Committed to ethical investing and corporate stewardship, he brings his expertise in financial management and strategic planning to KEF’s mission, ensuring sustainable growth and impact.
Kristine Oberg
Kristine Oberg serves as the Senior Vice President and Business Banking Segment Strategy Team Leader at U.S. Bank, where she plays a pivotal role in shaping the bank’s business banking strategies. She is a dynamic leader with extensive experience in finance, nonprofit governance, and community engagement. She has held key financial roles in major organizations, bringing a wealth of knowledge in financial oversight, compliance, and organizational strategy. A strong advocate for the arts and education, she serves on the board of VocalEssence, where she supports initiatives that promote community access to music and cultural enrichment. Her passion for mission-driven work, combined with her expertise in finance and strategic leadership, makes her an invaluable asset to KEF. With a deep commitment to fostering positive social impact, Kristine plays a crucial role in guiding KEF’s vision toward financial sustainability and meaningful community contributions.
Kalos Eidos Foundation (KEF) are deeply rooted in basic psychological needs and universal aspirations for belonging, purpose, and recognition. Understanding these motivations helps build meaningful connections with supporters and aligns their desires with the mission of KEF. Here’s an exploration of why people give and what they expect in return:
Motivations for Giving
1. A Desire to Be Sought:
• People want to feel seen, valued, and invited to contribute. When KEF actively seeks their involvement, it acknowledges their unique potential to make a difference.
• This act of seeking signals respect and recognition, fostering a sense of belonging to something larger than themselves.
2. Being a Worthwhile Member of a Worthwhile Group:
• People crave connection to communities that align with their values and give them a sense of shared purpose.
• KEF’s mission, focusing on people over resources, appeals to this need by creating a community that values meaningful relationships and collective action.
3. Altruism and Empathy:
• Many give to help others because they empathize with their struggles or envision a better future. KEF’s emphasis on strengthening Webs of Support and enhancing resilience resonates with those seeking to alleviate challenges for individuals and communities.
4. Legacy and Impact:
• Donors often want to leave a mark on the world, ensuring their contributions lead to lasting change. KEF’s mission offers a clear path for their resources to build something enduring and transformative.
5. Reciprocity and Gratitude:
nors, and Anchors
The human impulses to give to causes like the
• People may give to express gratitude for what they have received in life or as a way of “paying it forward.” This motivation aligns with KEF’s emphasis on mutual support and shared human-
ity.
6. Connection to Personal Values or Experiences:
• Donors are drawn to causes that align with their values or life experiences. KEF’s focus on resilience, inclusivity, and strengthening human connections can resonate deeply with those who have benefited from or aspire to create similar outcomes.
What Donors Expect in Return
1. Acknowledgment and Gratitude:
• People want to feel their contributions are recognized and appreciated. This could be through personalized thank-you notes, public acknowledgments, or stories showing the impact of their support.
2. Meaningful Impact:
• Donors want to see evidence that their gifts make a tangible difference. Transparency in how funds are used and sharing success stories can strengthen their commitment to KEF’s mission.
3. A Sense of Belonging:
• Being part of KEF allows donors to connect with like-minded individuals and feel like a valued member of a worthwhile group.
4. Emotional Fulfillment:
• Many people give because it feels good. Supporting KEF can provide them with joy, pride, and a deeper sense of purpose.
5. Opportunities for Engagement:
• Donors often want more than a transactional relationship—they seek opportunities to engage, participate, or contribute their expertise. KEF can involve them through events, volunteer opportunities, or advisory roles.
6. Trust and Alignment:
• People expect the organization to operate with integrity, efficiency, and alignment with its stated mission. KEF’s clear communication and consistent values build this trust.
Aligning KEF’s Mission with Donor Aspirations
1. Invite People to Be Sought:
• Actively reach out and demonstrate that their involvement is essential. Personal invitations, meaningful communication, and tailored opportunities to engage deepen their connection.
2. Foster a Sense of Worthwhile Membership:
• Highlight the collective achievements of KEF supporters, showcasing how their contributions are part of a greater narrative of change.
3. Celebrate Individual Contributions:
• Share stories of how donors’ gifts directly strengthen Webs of Support, enhancing lives and communities.
4. Create Reciprocity and Mutual Growth:
• Frame giving not as a one-way transaction but as a mutual exchange where donors grow, learn, and benefit emotionally or intellectually through their support.
Building KEF’s Community
By appealing to these basic human impulses and aspirations, KEF strengthens its network of supporters, ensuring they feel sought after, valued, and part of a purposeful movement. The foundation’s ethos of prioritizing people over money mirrors donors’ intrinsic desire to invest in relationships and lasting impact—creating a cycle of giving that is as rewarding for the donor as it is transformative for those served by KEF’s mission.
Marketing using the Growth Hacking Playbook
Advertising Campaign Outline for the Kalos Eidos Foundation Using the Growth Hacking Playbook Framework
Step 1: Ideation - Identifying Growth Opportunities
Objective: Build awareness of the Web of Support (WOS) concept and engage key audiences to actively contribute to the Kalos Eidos Foundation’s mission of fostering resilience and well-being.
• Core Idea: Use the “Rule of Five” and Full-Color Framework to highlight how strong social networks enhance personal and community resilience.
• Target Audiences: Educators, youth mentors, community leaders, and policymakers.
• Channels: Social media platforms, webinars, school partnerships, and local events.
• Key Value Proposition: The Kalos Eidos Foundation enables communities to thrive by helping individuals build resilient networks of support.
Step 2: Experimentation - Testing Campaign Hypotheses
Hypotheses to Test:
1. Interactive tools (e.g., quizzes and checklists) based on the WOS framework increase engagement and social sharing.
2. A short animated explainer video on the “Rule of Five” drives higher click-through rates to a resource hub.
Experiments:
• Social Media Campaigns:
• Launch a “Who’s in Your Web?” challenge where users map their personal web of support and share their results.
• Use data visualizations showing the impact of five key adult relationships on youth resilience.
• A/B test messaging emphasizing individual vs. community benefits.
• Local Workshops and Webinars:
• Partner with schools and community centers to host resilience-building sessions featuring the Full-Color Framework.
Metrics:
• Social media engagement: Likes, shares, and comments.
• Video metrics: Views, click-through rates, and average watch time.
• Attendance rates and post-event surveys for workshops/webinars.
Step 3: Growth Implementation - Scaling Successful Tactics
Scaling Tactics:
• Digital Ads:
• Retarget website visitors with a downloadable guide on creating personal and organizational webs of support.
• Use testimonials from educators and community leaders who’ve implemented the WOS framework.
• Community Outreach:
• Partner with schools, faith groups, and civic organizations to distribute the WOS Handout and “Rule of Five” posters.
• Develop ambassador programs to train local champions to lead WOS sessions.
Budget Allocation:
• 40% for digital ad placements.
• 30% for content creation (videos, blogs, and handouts).
• 20% for event sponsorship and community outreach.
• 10% for measurement tools.
Step 4: Feedback Loop - Measuring and Iterating
Key Metrics:
• Conversion Rates: Number of individuals downloading resources or registering for events.
• Awareness Indicators: Growth in website traffic and social media followers.
• Community Engagement: Number of partnerships formed and testimonials gathered.
• Impact Measurement: Surveys measuring changes in perceived support networks and community resilience.
Continuous Improvement:
• Use analytics tools to track audience preferences and adapt messaging.
• Incorporate feedback from event attendees and digital users into ongoing campaigns.
Step 5: Refinement and Scaling Beyond
Expand reach internationally by leveraging online forums and global events focused on youth and community development. Use the findings from initial campaigns to build a data-driven strategy for addressing diverse cultural contexts.
This systematic approach ensures targeted, data-driven growth while staying true to the Foundation’s mission of fostering thriving, resilient communities.
proven Web of Support model—we emphasize the importance of diversity, inclusion, and connection. Our programs celebrate the unique talents and needs of neurodivergent youth while providing Anchors with the skills and confidence to nurture them.
Sales Pitch: Why Choose Neurocolorful Connections?
“Strengthening Bonds. Celebrating Strengths. Growing Together.”
Appendix C - A sample of one of our services, and how we plan to implement it.
Overview of Neurocolorful Connections www.neurocolorfulconnections.com
Mission:
At Neurocolorful Connections, we empower neurodivergent youth and their Anchors—parents, educators, caregivers, and mentors—to build and sustain a vibrant, inclusive, and Full Color Web of Support. Our approach is rooted in the belief that every individual thrives within a robust network of caring relationships, protective factors, and opportunities for growth. By celebrating the unique strengths of neurodivergence, we aim to create a brighter, more connected future for youth and their communities.
What We Offer:
Neurocolorful Connections provides workshops, tools, and resources designed to:
• Strengthen the bonds between neurodivergent youth and their Anchors.
• Teach Anchors how to intentionally build a rich, supportive network of caring adults.
• Equip youth with strategies to recognize and grow their own webs of support.
• Amplify resilience and reduce the risks associated with social isolation and misunderstanding.
Through our Full Color Framework—based on the
Are you ready to transform the way you support the neurodivergent youth in your life? At Neurocolorful Connections, we understand the unique challenges and opportunities that come with neurodivergence. That’s why we’re here to help you weave a web of meaningful connections that amplifies resilience, fosters growth, and promotes lifelong success.
Here’s what makes us different:
1. Empowerment Through Connection: We focus on building networks of support where every youth has at least five Anchors who inspire, protect, and guide them. With the Full Color Framework, we teach you how to strengthen these vital relationships.
2. Celebrating Neurodivergence: Neurocolorful Connections isn’t about “fitting in”—it’s about celebrating the vibrant, unique contributions of neurodivergent individuals. Together, we create a culture of inclusion where everyone can thrive.
3. Evidence-Based Strategies: Rooted in decades of research on resilience and social capital, our programs are designed to produce measurable outcomes. Youth supported by a robust web of Anchors experience better health, well-being, and academic success.
4. Personalized and Practical Tools: Our workshops and coaching sessions provide actionable guidance tailored to the unique needs of neurodivergent youth and their communities. You’ll leave equipped with tools to create immediate, lasting impact.
Join the Movement
Invest in the future of the youth you care about. When we grow a vibrant Web of Support for neurodivergent youth, we create stronger, healthier communities for everyone. Let’s build those connections together—because every youth deserves to thrive in full color.
Discover more at www.neurocolorfulconnections. com.
Ready to make a difference? Let’s connect.
Professional Profile and Training Description: Sarah Marie-Nicolosi of Kalos Eidos Foundation
Professional Profile:
Sarah Marie-Nicolosi, co-founder of the Kalos Eidos Foundation, is a visionary leader dedicated to empowering communities to embrace the strengths of neurodivergent children and youth. Through her innovative workshops and coaching, Sarah fosters resilience, creativity, and mutual understanding among young people and their anchoring adults. With her deep expertise in building inclusive webs of support, she guides families, educators, and community members in creating environments where every child can thrive.
Training Description:
Sarah’s workshops, offered throughout the Minneapolis/St. Paul area, provide an interactive and heartfelt approach to understanding and supporting neurodivergent children and youth. These gatherings bring together families, youth-serving programs, congregations, and civic groups, offering insights and strategies grounded in the “Full Color Web of Support” framework.
Workshops are designed to be accessible and personal, often hosted in homes, mirroring the intimate and engaging style of small musical performances or classic community gatherings like Tupperware parties. Attendees will leave with actionable steps to deepen their understanding and build resilient support networks.
What Participants Will Learn:
1. Understanding Neurodivergence: Explore what
it means to be neurodivergent and how to appreciate the unique strengths and challenges of neurodivergent youth.
2. Building a Full Color Web of Support: Learn how to identify and strengthen connections with the five key anchors in a child’s life to enhance resilience and well-being.
3. Fostering Relationships: Develop skills to nurture relationships with anchoring adults, including educators, coaches, family members, and community leaders.
4. Thickening the Web: Gain practical tools to create both tangible (resources, routines) and intangible (empathy, trust) support systems.
5. Role Modeling for Adults: Understand how anchoring adults can embody the principles of resilience and lead by example.
6. Mitigating Challenges: Learn how to recognize and address “scissors cuts” (e.g., negative influences or behaviors) that can weaken a child’s support system.
7. Creating Inclusive Communities: Embrace diversity in support networks to build stronger, more inclusive environments.
Workshop Details:
• Community Presentations: For youth programs, congregations, and civic groups, workshops are offered for a fee of $250.
• In-Home Sessions: For smaller, more intimate gatherings, participants contribute through a “pay it forward” offering to make these insights accessible to all.
Additional Offerings:
• Deeper Look Sessions: For those who wish to explore the concepts in greater depth, Sarah offers tailored sessions that delve into specific challenges and opportunities within families or organizations.
• Animator Sessions (Coaching): Personalized coaching for individuals and their youth to build resilience, strengthen their web of support, and set meaningful goals.
By participating in these workshops, attendees join a movement to “web up” their communities, ensuring that every child has a network of love, care, and empowerment to reach their full potential.
Contact Information:
For more details or to schedule a workshop, visit www.kaloseidosfoundation.org.
Audiences for Sarah Marie Nicolosi’s Introductory Workshop
Sarah’s introductory workshop is designed to meet the diverse needs of individuals and organizations, fostering understanding and creating inclusive, supportive networks. The following audiences are ideal for her offerings:
Individual Coaching and Personal Development
• Parents or guardians of neurodivergent youth
• Youth seeking personal growth and resilience strategies
• Professionals looking to enhance their ability to support neurodivergent colleagues or clients
Workplace Wellbeing Programs
• Human Resources teams focused on creating inclusive workplaces
• Corporate leaders and managers wanting to better support neurodivergent employees
• Employee Resource Groups (ERGs) for mental health, neurodiversity, or family support
Community, Faith, and Sports Groups
• Faith-based organizations and congregations working with families and youth
• Community centers offering resilience and life skills programs
• Sports teams and recreational groups seeking to foster inclusive teamwork
Non-Profit, Healthcare, and Government Organizations
• Non-profits focused on youth development, family support, or disability advocacy
• Healthcare professionals seeking to enhance patient and family engagement
• Government agencies and programs working in education, child welfare, or community development
Educational Institutions
• Schools, colleges, and universities developing
inclusion initiatives
• Teachers, administrators, and support staff seeking training in working with neurodivergent students
• Parent-Teacher Associations (PTAs) and school boards committed to fostering supportive learning environments
General Public
• Individuals interested in understanding neurodiversity and creating a culture of support in their communities
• Civic organizations aiming to empower families and youth in their local area
Sarah’s workshops are adaptable and can be tailored to resonate with specific audiences, making them a valuable resource for a wide variety of groups and settings.
Testimonials
Review 1: For Educators and School Staff
“Sarah’s presentation on Neurodivergence in Full Color is a game-changer for educators. It brilliantly integrates the concepts of resilience, inclusivity, and youth development into practical, actionable strategies. Whether you’re a teacher new to these ideas or a seasoned professional, the tools and insights shared are applicable, impactful, and empowering. I left the session inspired to create more meaningful connections with my students and their families.”
Review 2: For Parents and Guardians
“As a parent of a neurodivergent child, Sarah’s workshop was exactly what I needed. She speaks with warmth, clarity, and deep understanding, offering tools and perspectives that are both accessible and transformative. The session provided me with a renewed sense of hope and a clear plan to build a stronger support system for my child. Highly recommended for any parent navigating these challenges.”
Review 3: For Community Leaders and Non-Profits
“The Full Color approach to understanding neurodivergence is powerful. Sarah’s ability to weave research-based insights with real-world application makes this workshop a must for anyone working in community programs. The emphasis on building strong webs of support is a refreshing, actionable way to make a lasting impact. This session should be a staple for any organization looking to empower youth and families.”
Review 4: For Corporate and Workplace Settings
“This workshop is not just about neurodivergent youth—it’s about creating environments where everyone can thrive. Sarah’s presentation was engaging, insightful, and filled with practical tools for fostering inclusivity in the workplace. Our team left with a better understanding of how to support colleagues and clients, along with a sense of purpose for making meaningful changes in our culture. An excellent investment in wellbeing and inclusion.”
ACTION PLANS and THINGS TO DO
To achieve her 2025 goals of attracting new clients, establishing herself as a leading neurodivergent well-being expert, and scaling her impact through group and 1:1 interventions, Sarah Marie-Nicolosi will need to take a strategic and collaborative approach. Here’s how she can make it happen:
1. Collaborating with Derek and Charlie for Lessons and a Manual
To deepen her expertise and provide a robust foundation for her work, Sarah will collaborate with Derek Peterson and Charlie, leveraging their insights and methodologies to create a comprehensive curriculum. This collaboration will focus on:
• Creating Structured Lessons: Developing stepby-step modules that guide participants through the concepts of neurodivergence, resilience, and the Full Color Web of Support. These lessons will integrate evidence-based strategies with real-world applications to meet the needs of diverse audiences.
• Designing a Practical Manual: Crafting a user-friendly manual that includes:
• Visual guides and case studies to illustrate key concepts.
• Activities, worksheets, and reflection prompts for individual and group use.
• A glossary of terms and strategies for navigating neurodivergence in various settings.
• A framework for evaluating progress and adapting interventions to different contexts.
This manual will serve as a cornerstone for Sarah’s workshops and interventions, making her work more accessible, scalable, and impactful.
2. Building and Promoting a Personal Website
To establish a strong online presence, Sarah will create a website that highlights her personal work within the Kalos Eidos Foundation. The website will:
Showcase Expertise and Services:
• Describe her workshops, coaching sessions, and other offerings in detail.
• Highlight her unique approach to supporting neurodivergent youth and their anchoring adults.
• Include testimonials and success stories from previous clients and participants.
Offer Educational Content:
• A blog with insights on neurodivergence, resilience, and well-being.
• Downloadable resources like tip sheets, tools, and sample activities.
• Links to her manual, lesson plans, or upcoming events.
Promote Engagement:
• Options to book sessions or workshops directly.
• A newsletter signup to keep her audience informed of her latest offerings.
• Social media integration to share updates and connect with a broader audience.
Reflect Professionalism:
• A clean, modern design with clear navigation.
• High-quality visuals, including images of Sarah in action and testimonials from clients.
• Search Engine Optimization (SEO) strategies to attract more visitors and increase visibility.
By working closely with Derek and Charlie to develop the lessons and manual and creating an
engaging website, Sarah will position herself as a thought leader in neurodivergent well-being. These steps will not only help her attract new clients but also enable her to scale her impact and establish a lasting legacy through the Kalos Eidos Foundation.
What Does www.neurocolorfulconnections.com Mean?
The URL www.neurocolorfulconnections.com encapsulates the vibrant, inclusive, and supportive approach of your work. Each element of the name conveys a meaningful message to neurodivergent youth and their Anchors, creating a sense of belonging, empowerment, and shared purpose.
Breaking Down the Meaning:
1. Neuro
• Refers to the neurological diversity of individuals, highlighting an understanding and celebration of neurodivergence.
• Signals a focus on the unique ways that brains work, learn, and connect, making it clear that this space is for everyone, regardless of how they process the world.
2. Colorful
• Represents the Full Color Web of Support framework, which uses the vibrant spectrum of the rainbow to describe the interconnected aspects of resilience and well-being.
• Evokes imagery of diversity, individuality, and creativity, symbolizing that each person has their own beautiful and unique way of experiencing life.
• Suggests a dynamic, positive, and affirming approach to neurodivergence, replacing stigma with pride and vibrancy.
3. Connections
• Emphasizes the importance of relationships, which are at the heart of resilience and thriving.
• Highlights the central idea of a Web of Support, where youth are anchored by caring adults, fostering networks that provide safety, growth, and empowerment.
• Reassures youth and their Anchors that they are not alone, but part of a rich, interconnected
community that celebrates their strengths.
How Neurodivergent Youth and Their Anchors Will Understand It:
• For Neurodivergent Youth: The name NeuroColorfulConnections communicates that this is a space where they are valued for who they are. The “colorful” part resonates as an invitation to express their individuality, while “connections” assures them they are part of a supportive network. They will see it as a source of encouragement and tools to thrive in a world that often misunderstands them.
• For Anchoring Adults (Parents, Teachers, Coaches, etc.): Anchors will understand that this platform is designed to help them build and strengthen meaningful connections with the neurodivergent youth in their lives. The “colorful” aspect reminds them of the joy and diversity they help nurture, while “connections” reinforces the importance of their role in creating a web of relationships that supports growth and resilience.
www.neurocolorfulconnections.com is more than just a URL—it’s a promise of understanding, inclusion, and empowerment. It reflects the mission to celebrate neurodiversity, build robust support systems, and connect youth and their Anchors in meaningful and transformative ways.
Appendix D - The Difference Between Fiscal Sponsorship and Fiscal Agency (Simplified)
When nonprofits or unincorporated groups need financial and legal support, they often turn to fiscal sponsors or fiscal agents. While they may sound similar, there are important differences.
1. Fiscal Sponsorship
A fiscal sponsor is an established nonprofit organization that supports smaller or emerging groups
by allowing them to receive donations under the sponsor’s tax-exempt status. The fiscal sponsor typically handles legal and financial oversight, ensuring compliance with tax regulations.
Key features:
• The sponsored project becomes part of the fiscal sponsor’s programs.
• The fiscal sponsor is legally responsible for the project’s actions and finances.
• Donations to the project are tax-deductible since they go through the sponsor.
• • The sponsor may charge a fee for this service (usually a percentage of the funds raised).
• • Example: A grassroots group that isn’t yet a registered nonprofit but needs to fundraise can partner with a fiscal sponsor to collect donations legally.
2.
Fiscal Agency
A fiscal agent, on the other hand, is more like a financial helper that processes payments on behalf of the group but does not legally control the project or its funds. The project retains control and responsibility.
Key features:
• The agent acts as a “pass-through” for the group, managing funds without taking legal responsibility.
• The group using the agent may need to be legally registered in some way.
• Donations are typically not tax-deductible unless the group itself is a nonprofit.
• The fiscal agent typically charges a fee for processing payments.
• Example: A small registered nonprofit may use a fiscal agent to handle payment processing without giving up control of their operations.
Summary Table:
Feature Fiscal Sponsorship Fiscal Agency
Legal Responsibility
Held by fiscal sponsor Held by the project group
Tax-Deductible Donations Yes (via sponsor’s nonprofit status) No, unless the group is taxexempt
Control of Funds Managed by the sponsor Managed by the project group
Typical Fee A percentage of donations A processing fee for transactions
Which One to Choose?
• Choose fiscal sponsorship if you need full nonprofit benefits and legal oversight.
• Choose fiscal agency if you only need help with managing transactions but want to keep operational control.
This distinction helps organizations decide based on their financial and structural needs.
Appendix E
The Advantage of a 501(c)(3) Acting as a Fiscal Agent or Fiscal Sponsor
When a 501(c)(3) organization acts as either a fiscal agent or fiscal sponsor, it can provide an invaluable service to smaller, emerging, or temporary projects that need a nonprofit structure for fundraising and operations. However, the advantages and risks differ based on the level of control, responsibility, and financial oversight the 501(c)(3) organization assumes.
The Benefits of Acting as a Fiscal Agent or Fiscal Sponsor
For a 501(c)(3) acting in either capacity, some key advantages include:
1. Expanding Impact Without Full Program Ownership
• A fiscal sponsor or agent can support aligned initiatives without launching a new program internally, saving time and resources.
2. Strengthening the Nonprofit Ecosystem
• By providing structure for emerging initiatives, the 501(c)(3) supports grassroots movements and innovation in social change.
3. Financial Benefits (Revenue and Grants Management)
• Some arrangements allow the 501(c)(3) to collect administrative fees (typically 5-15%), generating revenue.
• Large institutional funders often prefer to work with established nonprofits over independent groups.
4. Enhancing Reputation & Partnerships
• A well-managed fiscal sponsorship/agency agreement can position the 501(c)(3) as a trusted leader in the sector, attracting more partnerships and funding.
5. Mitigating Risks for Funders
• Grantmakers and donors may be more comfortable funding a vetted organization rather than an unregistered or new initiative.
When is Being a Fiscal Agent BETTER for the Organization Than Being a Fiscal Sponsor?
When is Being a Fiscal Agent the BETTER Choice?
Key Differences Between Fiscal Agent and Fiscal Sponsor
Aspect Fiscal Agent Fiscal Sponsor
Legal Ownership of Funds Retained by the original project/ entity Owned by the 501(c)3
Tax-Exempt Status Used No - The project must have its own Yes - The project uses the sponsor’s status
Control
Over Operations Minimal - Just manages funds SignificantOften provides full nonprofit infrastructure
Liability Risk Lower Higher
Best for Organizations already tax-exempt or legally independent Unincorporated projects needing 501(c)(3) status
A fiscal agency arrangement is better for the 501(c) (3) when:
1. The Sponsored Project Already Has Tax-Exempt Status
• If the project is its own 501(c)(3) but lacks administrative capacity, then fiscal agency avoids unnecessary liability and ownership of funds.
• Example: A small nonprofit wants help managing donations but doesn’t need full nonprofit sponsorship.
2. The Organization Wants to Minimize Risk
• A fiscal agent only manages funds and does not take legal responsibility for compliance, governance, or activities of the sponsored project.
• Example: A foundation wants to help an independent nonprofit track its grants but doesn’t want the legal burden of its operations.
3. The Project is Time-Limited and Will Dissolve Quickly
• If the initiative is a short-term event, research study, or one-time fundraising drive, using a fiscal agent means the 501(c)(3) won’t take on long-term obligations.
• Example: A coalition organizes a disaster relief fundraiser but doesn’t need permanent nonprofit status.
4. When the Sponsored Project Wants to Keep Control
• In fiscal agency, the sponsored group keeps ownership of funds and makes its own decisions, while the fiscal agent provides bookkeeping services.
• Example: A university research center wants financial administration help but retains control over grants and spending.
Why Not Always Choose Fiscal Sponsorship?
Being a fiscal sponsor means owning and being accountable for all funds, programs, and compliance. While it can bring in administrative revenue, it also carries legal risks, operational burdens, and financial liabilities.
A 501(c)(3) might prefer fiscal agency over fiscal sponsorship when:
• It does not want to assume nonprofit governance obligations for the sponsored project.
• It wants to minimize IRS scrutiny over its books.
• It lacks the staffing capacity to provide full fiscal sponsorship services.
• It wants to avoid liability if the project fails, misuses funds, or faces lawsuits.
Final Takeaway
If the 501(c)(3) wants to be a pass-through financial administrator without taking legal responsibility, acting as a fiscal agent is a better choice. If it is prepared to fully sponsor, govern, and be responsible for a project, fiscal sponsorship is more appropriate.
Appendix F – Potential Partners
Identifying potential funding partners is crucial for
the Kalos Eidos Foundation (KEF) to advance its mission of fostering resilience and community support across diverse populations. Below is a curated list of 20 foundations that align with KEF’s focus areas: neurodiversity, elder support, and children of divorce. Each foundation is evaluated based on alignment with KEF’s mission, funding priorities, and potential impact.
1. Kresge Foundation
• Focus Areas: Community development, health, human services.
• Relevance: Supports initiatives that build social capital and resilience in communities.
• Potential Contribution: Funding for programs enhancing community resilience and support networks.
• Grade: A1
2. Cummings Foundation
• Focus Areas: Education, health, human services.
• Relevance: Provides major support for organizations like Social Capital Inc., which focuses on community resilience and collaboration.
• Potential Contribution: Grants for programs that strengthen community ties and support systems.
• Grade: A2
3. MetLife Foundation
• Focus Areas: Financial health, resilience, economic mobility.
• Relevance: Supports startups and programs that help communities and individuals adapt to challenges, including those related to economic mobility and resilience.
• Potential Contribution: Funding for initiatives that promote resilience and adaptability among diverse populations.
• Grade: A3
4. Taft Foundation
• Focus Areas: Intellectual and developmental disabilities.
• Relevance: Supports individuals with intellectual and developmental disabilities to lead fulfilling lives.
• Potential Contribution: Grants for neurodiversity programs aimed at empowering neurodiver-
gent individuals.
• Grade: A4
5. Liberty Mutual Foundation
• Focus Areas: Accessibility, inclusion, community resilience.
• Relevance: Partners with organizations to support community resilience and collaboration.
• Potential Contribution: Funding for programs that enhance social support networks and community resilience.
• Grade: B1
6. Neurodiversity Foundation
• Focus Areas: Neurodiversity advocacy, education.
• Relevance: Led by neurodiverse individuals, focuses on empowering neurodivergent individuals through education and advocacy.
• Potential Contribution: Support for neurodiversity programs, including workshops and educational initiatives.
• Grade: B2
7. Foundations for Divergent Minds
• Focus Areas: Inclusive, practical, affirming neurodiversity-based programming and education.
• Relevance: Ensures equity and access through neurodiversity-based programming.
• Potential Contribution: Grants for educational programs supporting neurodivergent individuals.
• Grade: B3
8. FamilyKind
• Focus Areas: Support for families going through separation or divorce.
• Relevance: Empowers children, parents, and couples before, during, and after separation or divorce.
• Potential Contribution: Funding for programs supporting children of divorce.
• Grade: B4
9. Edna McConnell Clark Foundation (EMCF)
• Focus Areas: Youth development, economic mobility.
• Relevance: Through Blue Meridian Partners, invests in social change initiatives benefiting
youth and families.
• Potential Contribution: Significant funding for scalable programs supporting children and families.
• Grade: C1
10. Silicon Valley Community Foundation (SVCF)
• Focus Areas: Education, economic security, social equity.
• Relevance: Supports a wide range of causes, including those that promote social equity and support underserved communities.
• Potential Contribution: Grants for programs that enhance social support and resilience.
• Grade: C2
11. Georgia Resilience and Opportunity Fund
• Focus Areas: Economic mobility, financial stability.
• Relevance: Provides financial assistance to support economic stability and resilience.
• Potential Contribution: Funding for programs that promote financial stability and resilience among diverse populations.
• Grade: C3
12. YourMomCares
• Focus Areas: Children’s mental health, innovative solutions.
• Relevance: Funds innovative mental health solutions for children, including support for neurodivergent children in schools.
• Potential Contribution: Grants for programs supporting the mental health of neurodivergent children.
• Grade: C4
13. The Promise Act
• Focus Areas: Neurodiversity advocacy, family support.
• Relevance: Advocates for neurodiverse families, providing support and resources.
• Potential Contribution: Funding for family support programs within the neurodiversity strand.
• Grade: B5
14. Social Innovation Fund (SIF)
• Focus Areas: Economic opportunity, healthy futures, youth development.
• Relevance: Invests in innovative community-based solutions addressing social challenges.
Appendix G – A Sample Survey of Regional Organizations Who offer Congruent Services
Identifying regional organizations that align with the Kalos Eidos Foundation’s mission can enhance funding opportunities and foster collaborative growth. Here are ten groups in Minnesota and North Dakota that might be interested in supporting KEF’s initiatives:
1. See Me Neurodiverse
• Location: Savage, Minnesota
• Focus: Provides support and resources for neurodiverse families, aiming to create a more inclusive environment.
• Relevance: Their commitment to neurodiversity aligns with KEF’s “NeuroDivergent in Full Color” program.
• Website: https://www.seemeneurodiverse.org/
2. Family Voices of North Dakota
• Location: Edgeley, North Dakota
• Focus: A statewide health information and education center for families with children who have special health needs.
• Relevance: Their support for families with special health needs complements KEF’s initiatives for neurodivergent individuals and children of divorce.
• Website: https://fvnd.org/
3. Sauer Family Foundation
• Location: St. Paul, Minnesota
• Focus: Invests in strengthening the well-being of children so they thrive in their families and communities.
• Relevance: Their mission aligns with KEF’s focus on supporting children of divorce and promoting educational success.
• Website: https://www.sauerff.org/
4. Mardag Foundation
• Location: St. Paul, Minnesota
• Focus: Provides grants to improve the lives of low-income children, youth, and families, and supports older adults.
• Relevance: Their support for children and older adults aligns with KEF’s “Eldering in Full Color” and “Children of Divorce in Full Color” programs.
• Website: https://mardag.org/
5. North Dakota Community Foundation
• Location: Bismarck, North Dakota
• Focus: Manages charitable funds to improve the quality of life for North Dakota’s citizens through charitable giving and promoting philanthropy.
• Relevance: Their broad mission to enhance community well-being aligns with KEF’s various programs.
• Website: https://www.ndcf.net/
6. Minnesota Family Support & Recovery Council (MFSRC)
• Location: Minnesota
• Focus: Promotes the financial well-being of children and families, and supports professionals in child support and collections.
• Relevance: Their mission to support families aligns with KEF’s “Children of Divorce in Full Color” program.
• Website: https://mfsrc.org/
7. North Dakota Federation of Families for Children’s Mental Health
• Location: North Dakota
• Focus: A parent-run organization focused on the needs of children and youth with emotional, behavioral, or mental disorders and their families.
• Relevance: Their focus on children’s mental health aligns with KEF’s support programs for children of divorce and neurodivergent individuals.
• Website: https://www.hhs.nd.gov/health/ children/special-health-services/childrenspecial-health-care-needs-system-enhancement-program/children-special-health-careneeds-system-enhancement-program/cfs/ family-centered-partnerships
8. Pathfinder Services of North Dakota
• Location: North Dakota
• Focus: A statewide non-profit organization serving the needs of North Dakota families with children with learning difficulties or educational needs.
• Relevance: Their educational support services align with KEF’s programs for neurodivergent individuals.
• Website: https://pathfinder-nd.org/
9. Headwaters Foundation for Justice
• Location: Minneapolis, Minnesota
• Focus: Supports grassroots organizations working for justice and equity, with an emphasis on community-led solutions.
• Relevance: Their commitment to equity and community empowerment aligns with KEF’s inclusive support programs.
• Website: https://headwatersfoundation.org/
10. The Bush Foundation
• Location: St. Paul, Minnesota
• Focus: Invests in great ideas and the people who power them in Minnesota, North Dakota, and South Dakota, with initiatives in community innovation and leadership.
• Relevance: Their support for innovative community solutions aligns with KEF’s diverse programs aimed at fostering resilience and support networks.
• Website: https://www.bushfoundation.org/
Engaging with these organizations can provide KEF with valuable support and partnerships to further its mission across Minnesota and North Dakota. Appendix H – a Sample of
KALOS EIDOS FOUNDATION
COMMUNITY NEWS
DECEMBER 2024
Founding team
Founding board members We have identified three committed founding board members. These individuals are dedicated to serving as “point attractors” for the work, ensuring focus and alignment with our mission.
Staff structure Agreements were finalized with our initial staff members—Charlie, Sarah, and Derek—defining their roles and establishing a collaborative framework to organize and initiate the Foundation’s activities.
While no external funds have been raised yet, all activities have been self-funded by the team. The commitment to this effort is evident as energies are fully directed toward foundational tasks.
Personal and professional engagements
Derek has met in person with two of the three board members. The board is collectively aiming for an in-person meeting after the new year to solidify next steps.
Sarah plans to
participate in a specialized certification cohort in February 2025 at KEF’s Todos Santos office in Baja Sur. This engagement will contribute to her personal development and enhance the Foundation’s capacity.
...Onward, always and forever, onward.
Report on progress since the AERO Conference in Bloomington, MN
Since meeting at the AERO conference in Bloomington, MN on the summer solstice in June 2024, significant strides have been
made toward the establishment of our new Foundation. We’re so excited to send you the first edition of our newsletter!
Vision for the Heartland
Initiatives and activities
WebUp-inars
Spearheaded by Sarah, a series of 10 WebUp-inars were conducted.
These sessions provided an opportunity to refine our elevator pitches, enhance our communication strategies, and clarify content for our publications and website.
Meetings and planning
Two in-person sessions were held, each spanning a full day.
Over 30 hours of Zoom meetings have facilitated ongoing coordination and decision-making.
BaseCamp project management software has been actively used to document more than 100 hours of planning, correspondence, and shared learning.
The KEF office in North Dakota’s Red River Valley offers a dedicated space to anchor our operations. This region serves as a starting point for building an initiative designed to benefit children and youth in the Heartland and beyond.This early phase has been characterized by dedication, vision, and collaborative effort.
While challenges remain, the progress made so far sets a strong foundation for the impactful work ahead. We remain inspired to thicken our web of support and continue building something transformative.
“The day will come when, after harnessing the ether, the winds, the tides, gravitation, we shall harness for God the energies of love. And, on that day, for the second time in the history of the world, man will have discovered re.”
Pierre Teilhard de Chardin Toward the Future
Appendix - I = ICAR-US.Com announcement of KEF
ICAR-US: Expanding “Eyes to Eyes and Soul to Soul” After 40 Years
For four decades, ICAR-US has thrived as a beacon of connection, resilience, and human development, living its mission “eyes to eyes and soul to soul.” Now, after 40 transformative years, it’s time to grow. This commitment to deep connection with every customer or collaborator is the foundation on which ICAR-US was built—and this vision is now expanding through the Kalos Eidos Foundation.
Knowing Your Customers: A Key to Longevity
In the world of mission-driven organizations, success often comes from knowing each customer personally. Every interaction counts—not merely as a transaction but as an opportunity to create trust, understanding, and impact. Individuals and small teams often recognize customers by name, understanding their stories, their needs, and even their challenges. They know who they are serving, not just what they are selling.
As organizations grow, many non-profits lose this intimacy, replaced by spreadsheets and algorithms aimed at improving margins. It’s a far cry from the meaningful exchanges that define resilient, long-lasting relationships. But ICAR-US has persisted in resisting this trend—choosing instead to stay small in spirit, large in purpose, and relational at its core.
And now, as we grow into a new chapter with the Kalos Eidos Foundation, the focus remains the same: human-centered impact.
Where Insight Meets Action
This next phase of growth leans into both data and human connection. Larger enterprises rely heavily on tools and data science to understand customer behavior, sometimes using insights for pure financial gain. But there’s another way. For organizations that stay connected to their community—like
ICAR-US—the power of data can enhance relationships rather than undermine them.
Consider tools like predictive analytics or AI-driven platforms that help answer questions:
• Which supporters are most loyal?
• Where are people clustering, and how can we engage them meaningfully?
• What triggers engagement, and how can we tailor programs to match our community’s needs?
These insights are not just about making the next impact but about deepening relationships and enhancing programs to serve better. ICAR-US’s journey over the last 40 years shows that relationships are the currency of resilience. And it is within these relationships that the Kalos Eidos Foundation will anchor its work.
Scaling With Soul: The Web of Support Model
At ICAR-US, we believe that success is NOT measured by profit alone. True value lies in the connections we build—our Web of Support - our social capital. The essence of this philosophy is simple: the more meaningful relationships we cultivate, the stronger we become as individuals and as communities .
Building on this concept, the Kalos Eidos Foundation will weave its own Web of Support, bringing people and programs together in new and impactful ways. Whether it’s expanding youth development programs or creating opportunities for marginalized communities, every initiative will reflect our founding belief: that we all thrive best when we are connected.
A Future Rooted in Connection
This expansion through the Kalos Eidos Foundation is not a departure from ICAR-US’s original mission. Instead, it is a deepening and broadening of that mission. We’re taking what we’ve learned over 40 years—about human connection, resilience, and purpose—and scaling it with intention.
The Kalos Eidos Foundation will embrace new tech-
nologies to manage growth, but always with the human element at the forefront. Data will never replace empathy. Software will support, not diminish, our relationships. And as we grow, the goal is clear: to create more opportunities for people to feel seen, heard, and supported.
At Amazon, growth means squeezing every last bit of value from its customer base, often at the cost of the customer experience. At ICAR-US and the Kalos Eidos Foundation, growth means something very different: using every interaction to deepen relationships, create impact, and sustain connection.
Because in the end, it’s still about seeing each other—eyes to eyes and soul to soul.
A Call to Join the Next Chapter
The journey with ICAR-US has always been one of community, and this next chapter will be no different. Whether you’ve been with us from the start or are joining us for the first time, we invite you to walk with us as we expand our Web of Support. Together, let’s build something beautiful—something that lasts.
Kalos Eidos means “beautiful form,” and with your support, we’re about to shape the next 40 years into something truly extraordinary.
Appendix J: Sample Fiscal Sponsorship Agreement
FISCAL SPONSORSHIP AGREEMENT
This Fiscal Sponsorship Agreement (“Agreement”) is made on _______________ (date), by and between:
Organization Name (Fiscal Sponsor) Address
City, State, ZIP and
Organization/Group/Collective/Individual Name
(Sponsored Organization) Address
City, State, Zip
Purpose of Agreement
The Sponsored Organization has proposed that the Fiscal Sponsor sponsor a project (the “Project”) to _________________________________ (describe the project including charitable purpose):
The Fiscal Sponsor has determined that sponsorship of the Project would be consistent with its goals, and wishes to make arrangements with the Sponsored Organization for the implementation and operation of the Project.
1. The Fiscal Sponsor hereby agrees to sponsor the Project and to assume administrative, programmatic, financial, and legal responsibility for purposes of the requirements of funding organizations. The Sponsored Organization agrees to implement and operate the Project, in accordance with the terms of this Agreement and with any requirements imposed by funding organizations.
2. The Project shall be operated in a manner consistent with the Fiscal Sponsor’s tax-exempt status and as described in this Agreement. No material changes in the purposes or activities of the Project shall be made without prior written permission of the Fiscal Sponsor and in accordance with any requirements imposed by funding organizations, nor shall the Sponsored Organization carry on activities or use funds in any way that jeopardizes the Fiscal Sponsor’s tax-exempt status.
3. The Fiscal Sponsor also authorizes the Sponsored Organization to make expenditures, which do not exceed total contributions for the Project, on its behalf for use in the Project. The Sponsored Organization agrees to use any and all funds received from the Fiscal Sponsor solely for legitimate expenses of the Project and to account fully to the Fiscal Sponsor for the disbursement of these funds. Any expenditures beyond the amount authorized by the Fiscal Sponsor are the sole responsibility of the Project and cannot be considered funds under the
control and discretion of the Fiscal Sponsor nor can they be reported in anyway associated with the Fiscal Sponsor’s tax-exempt status.
4. The Fiscal Sponsor will maintain books and financial records for the Project in accordance with generally accepted accounting principles. The Project’s revenue and expenses shall be separately recorded in the books of the Fiscal Sponsor. All amounts deposited into the Sponsored Organization’s account will be used in its support, less administrative charges, if any, and subject to the conditions set forth below. The Sponsored Organization will provide the Fiscal Sponsor with reports reflecting revenue and expenses to the Project on a (monthly/bimonthly/quarterly) basis. It is the responsibility of the Fiscal Sponsor to fully account for the Project’s income on the annual Form 990.
5. The Fiscal Sponsor and Sponsored Organization will maintain all financial records relating to the Project according to generally accepted accounting principles, retain records as long as required by law, and make records available to auditors as required by law.
6. The Sponsored Organization shall not, and shall not permit the Sponsored Organization to, attempt to influence legislation or participate or intervene in any political campaign on behalf of (or in opposition to) any candidate for public office or otherwise engage in the carrying on of propaganda (within the meaning of section 501(c)(3) of the Internal Revenue Code of 1986).
7. The Sponsored Organization designates ______________________ (name) to act as authorizing official. The authorizing official shall act as principal coordinator of the Project’s daily business with the Fiscal Sponsor and shall have authority to sign disbursement requests. The Sponsoring Organization’s authorizing official should have decision-making authority for the project and must be approved in advance by the Fiscal Sponsor.
8. In consideration of the Fiscal Sponsor’s agreement to sponsor the Project, and to cover the Fiscal Sponsor’s expenses in connection with the Project as outlined above, the Sponsored Organization will pay the fees, charges, and expenses as outlined here. _________________________
(x % or flat fee)
9. The Sponsored Organization may also solicit grants on behalf of the Fiscal Sponsor that are earmarked for the activities of the Project. For grants submitted through the Fiscal Sponsor, the Sponsored Organization’s sources of funding and the text of the Sponsored Organization’s grant applications are subject to approval by the Fiscal Sponsor. The Fiscal Sponsor’s (Executive Director/President/CEO/Board Chair) must co-sign all original letters of inquiry to foundations or other grant making entities and all grant applications or proposals. All grant agreements, pledges, or other commitments with funding sources to support the Project shall be executed by the Fiscal Sponsor. Advance approval by the Fiscal Sponsor is required for any application for government or public agency grants. As with other fundraising, the Fiscal Sponsor shall be responsible for the processing and year-end tax acknowledgment of all grant monies received by the Fiscal Sponsor on behalf of the Project, which shall be reported as the income of the Fiscal Sponsor for both tax purposes and for purposes of the Fiscal Sponsor’s financial statements.
10. The Sponsored Organization will provide the Fiscal Sponsor with copies of all grant applications submitted on behalf of the Project, recommendations regarding grant awards and other documentation reasonably required by the Fiscal Sponsor to enable it to fulfill its obligations as a fiscal sponsor.
11. The Sponsored Organization will provide all information and prepare all reports, including interim and final reports, required by funding organizations, with the Fiscal Sponsor’s final approval.
12. The Fiscal Sponsor and Sponsored Organization may solicit contributions that are earmarked for the activities of the Project. The Fiscal Sponsor shall be responsible for the processing and yearend tax acknowledgment of all monies received by the Fiscal Sponsor on behalf of the Project, which shall be reported as the income of the Fiscal Sponsor for both tax purposes and for purposes of the Fiscal Sponsor’s financial statements. For contributions solicited by the Sponsored Organization, the Sponsored Orga-
nization must provide to the Fiscal Sponsor a name and address of all individual donors who have contributed through the fiscal sponsorship.
13. Any tangible or intangible property, including copyrights, obtained or created by the Sponsored Organization shall remain the property of the Sponsored Organization. The Fiscal Sponsor will retain access to the work product including deliverables and other materials, during and upon conclusion or termination of the Project at no cost to the Fiscal Sponsor. When part or all of the product is confidential, the Fiscal Sponsor will work with the Sponsored Organization to maintain confidentiality.
14. This Agreement will remain in force until ___________ (date) or it is terminated with 30 days’ written notice by either the Fiscal Sponsor or the Sponsored Organization, whichever date is sooner.
15. Either party may terminate this Agreement by giving 30 days’ written notice to the other party. The foregoing notwithstanding, if the Fiscal Sponsor reasonably determines that its continued fiscal sponsorship of the Project may jeopardize the Fiscal Sponsor’s tax-exempt status through misuse of funds, mission misalignment, or project dormancy defined as 2 years of inactivity of the Project, the Fiscal Sponsor may terminate this Agreement immediately upon notice to the Sponsored Organization. Upon termination, the unused funds shall be returned to the Fiscal Sponsor, who will return the funds to their original donors minus any administrative fee(s).
16. If the Project will continue to exist but the Fiscal Sponsor terminates the Fiscal Sponsor’s fiscal sponsorship of the Project, the Sponsored Organization may identify another nonprofit corporation that is tax-exempt under IRC Section 501(c)(3), is not classified as a private foundation under Section 509(a), and that is willing and able to sponsor the Project (the “Successor”). If a Successor is found, the balance of assets held by the Fiscal Sponsor for the Sponsored Organization, together with any other assets held or liabilities incurred by the Fiscal Sponsor in connection with the Sponsored Organization, shall be transferred to the Successor as soon as administratively practicable,
subject to the approval of any third parties (including funding sources) that may be required. If the Sponsored Organization has formed a new organization qualified to be a Successor as set forth in this Paragraph, such organization shall be eligible to receive all such assets and liabilities so long as such organization as received a determination letter from the Internal Revenue Service which states the new organization is exempt from federal tax under section 501(c)(3) of the Internal Revenue Code. If no Successor is found, the Fiscal Sponsor may allocate the Sponsored Organization’s assets and liabilities in any manner consistent with applicable tax and charitable trust laws and other obligations.
17. Unless otherwise agreed, and subject to the terms and conditions of any Employment Agreement, all personnel working or volunteering for the Sponsored Organization shall not be considered employees of the Fiscal Sponsor and are not subject to the same personnel policies and benefits that apply to all employees of the Fiscal Sponsor.
18. Each provision of this Agreement shall be separately enforceable, and the invalidity of one provision shall not affect the validity or enforceability of any other provision.
19. This Agreement constitutes the only agreement, and supersedes all prior agreements and understandings, both written and oral, among the parties with respect to the subject matter hereof. This Agreement may not be amended or modified, except in a writing signed by all parties to this Agreement.
By signing below, both parties agree to execute this Agreement on the day and year first written above.
FISCAL SPONSOR:
SPONSORED ORGANIZATION:
Signature Printed Name