·
·
·

Fiscal Sponsorship

We provide operational experience and administrative infrastructure, so your project can focus on co-creating a more equitable knowledge landscape.

Fiscal sponsorship allows mission-aligned projects to operate under Educopia’s legal and tax-exempt status — reducing administrative costs, risks, and complexity without sacrificing organizational independence.

Besides finance, human resources, and administrative platforms and services, we offer hands-on capacity support (from financial management and governance templates to monthly sessions with our Co-Executive Director of Finance and an Organizational Development Advisor) so you have the guidance and resources to operate with confidence. 

We specialize in participatory governance, community-centered decision-making, and collaborative grant development. We have deep experience in supporting organizations navigating transitions between institutional structures.

Beyond one-on-one support, you’ll join a rich network of mission-aligned, knowledge-focused organizations, and tap into Educopia’s deep staff expertise in open access, publishing, digital infrastructure, and organizational governance through monthly and quarterly peer learning opportunities and convenings. We look for sponsees who are values-aligned and growth-oriented, because the best partnerships are ones where we learn from each other.

Management Commons

Joining Educopia’s fiscal sponsorship program is also joining a commons: a network of projects and people who share not just administrative infrastructure, but knowledge, relationships, and ways of working.

We steward that commons through two ongoing spaces for connection: the quarterly Educopiaverse, which brings together participants from all of our fiscally sponsored projects and Educopia staff to build intentional community around emergent themes; and the monthly Directors Circle, a dedicated space for peer leadership among project directors.

The commons grows richer with every project that joins it. The collective expertise of our sponsees — across education, open access, digital infrastructure, community organizing, and beyond — is itself a shared resource, and we work actively to make it available across the network.

Our Fiscal Sponsees

Browse our sponsee community: active partners building toward a more equitable knowledge landscape, and past collaborators whose archived work continues to shape the field. We’ve carefully stewarded our sponsees through every growth stage, including sunsets and thoughtful transitions to new models and structures.

Cita Press
Current Sponsee
Library Publishing Coalition
Current Sponsee
Software Preservation Network
Current Sponsee
Sustainable Libraries Initiative
Current Sponsee
Wintergreen Women Writers Collective
Current Sponsee
BitCurator Consortium
Past Sponsee
MetaArchive Cooperative
Past Sponsee, Sunset
The Maintainers
Past Sponsee

Our Fiscal Sponsorship Models

Educopia currently provides support for two different models of fiscal sponsorship:

Model A

Comprehensive Fiscal Sponsorship

In this model a group / initiative / collective/ program of work / project does not have a separate legal entity and is looking for administrative infrastructure and operational capacity that Educopia can provide.

In this model, Educopia maintains all legal responsibility for the sponsored project, its employees, and activities. 

Model C

Pre Approved Grant
Relationship

In this model, Educopia receives grants and donations earmarked for a group/project, and re-grants those funds in furtherance of the group/project’s goals.

Educopia's fiscal hosting fee for new projects joining after June 2026 is 15% of revenue for Model A projects, and 10% of revenue for Model C projects. We are currently accepting projects with $150K or more in annual revenue

Educopia promises clarity and transparency regarding fees. We dedicate time and attention to recurring, annual assessment of costs associated with our Fiscal Sponsorship services.

Our Fiscal Sponsorship Services

Decorative image of a man working on a laptop

Working with Educopia unlocks a comprehensive suite of services and resources that provide operational efficiencies, compliance support, and opportunities for connections and peer-to-peer learning across our network of sponsees.

Finance

  • Comprehensive financial and accounting services
  • Utilize tax exempt status
  • Tax filing and annual audit review
  • Disbursement: invoices, reimbursements, grant requests
  • Receipt of monthly and quarterly financial reports
  • Monthly 1-hr meeting with Educopia’s Operations team to answer any questions regarding financial goal tracking, assistance with financial projections and tracking encumbrances, advice on nonprofit finance best practices
  • Monthly 1-hr meeting with a member of the Fiscal Sponsorship program team for capacity building support (e.g., tracking on project goals, evaluating governance models, comparing engagement strategies, etc.)
  • Referrals for affordable and effective professional services (e.g., web design and development, video production, illustration and graphic design, public interest technology and intellectual property legal advisors, etc.)
  • Participation in monthly convenings of fiscal sponsee leadership facilitated by a member of the Fiscal Sponsorship program team; a space for peer learning, resource sharing, and catalyzing new collaborations
  • Human resources and payroll services: hiring, training, and monitoring
  • Developing processes for meaningful co-design
  • Audience & market analysis
  • Strategic messaging and design
  • Virtual and in-person facilitation (e.g., retreats, board meetings, summits, annual meetings, work sprints)
  • Supporting strategic partnerships
  • Consulting: Additional consulting hours (beyond the monthly 1-hr meetings with members of the Operations and Fiscal Sponsorship program team). Educopia provides Consulting services in the following areas:
    1. Organizational Development & Strategic Planning
    2. Governance Modeling & Sustainability Planning
    3. Designing, Building, and Maintaining Knowledge Infrastructure
    4. Community Engagement
  • Legal Counsel: Special project requiring substantial time from legal counsel (beyond standard review)
  • Accounting Projects: Special projects requiring substantial time from accounting (beyond standard review)

Finance

  • Comprehensive financial and accounting services
  • Utilize tax exempt status
  • Tax filing and annual audit review
  • Disbursement: invoices, reimbursements, grant requests
  • Receipt of monthly and quarterly financial reports
  • Monthly 1-hr meeting with Educopia’s Operations team to answer any questions regarding financial goal tracking, assistance with financial projections and tracking encumbrances, advice on nonprofit finance best practices
  • Monthly 1-hr meeting with a member of the Fiscal Sponsorship program team for capacity building support (e.g., tracking on project goals, evaluating governance models, comparing engagement strategies, etc.)
  • Referrals for affordable and effective professional services (e.g., web design and development, video production, illustration and graphic design, public interest technology and intellectual property legal advisors, etc.)
  • Participation in monthly convenings of fiscal sponsee leadership facilitated by a member of the Fiscal Sponsorship program team; a space for peer learning, resource sharing, and catalyzing new collaborations
  • Human resources and payroll services: hiring, training, and monitoring
  • Developing processes for meaningful co-design
  • Audience & market analysis
  • Strategic messaging and design
  • Virtual and in-person facilitation (e.g., retreats, board meetings, summits, annual meetings, work sprints)
  • Supporting strategic partnerships
  • Consulting: Additional consulting hours (beyond the monthly 1-hr meetings with members of the Operations and Fiscal Sponsorship program team). Educopia provides Consulting services in the following areas:
    1. Organizational Development & Strategic Planning
    2. Governance Modeling & Sustainability Planning
    3. Designing, Building, and Maintaining Knowledge Infrastructure
    4. Community Engagement
  • Legal Counsel: Special project requiring substantial time from legal counsel (beyond standard review)
  • Accounting Projects: Special projects requiring substantial time from accounting (beyond standard review)
How We Work

Our mission is rooted in connecting diverse and historically marginalized groups with resources, power, and each another. Prospective sponsees must have a focus that aligns with Educopia’s mission and vision. Through our fiscal sponsorship portfolio, we equip sponsees with the tools and capacity-building support needed to tackle new challenges or enhance their current impact, all while centering their leadership.

Prospective sponsees must have designated leadership (a Project Director, Board Chair, Community Manager, or Co-Directors) who will serve as the responsible party and primary point of contact, and a viable strategy or project plan. Organizations must be noncommercial in nature, function within 501(c)(3) regulations, and have funds already committed to the project, including the ability to pay the fiscal hosting fee.

Prospective sponsees complete a Fiscal Sponsorship application, and upon acceptance, sign a Fiscal Sponsorship Agreement that outlines the roles and responsibilities of both parties. All sponsees agree to adhere to the policies and workflows described in the Educopia Fiscal Sponsorship Guidebook, the shared infrastructure that keeps our partnership transparent, accountable, and mutually supportive from day one.

Sponsee Updates

Sustainable Libraries Initiative Awarded $175,000 for Operationalizing Community Resilience: Creating a Training and Partnership Model for Libraries

Wintergreen Women Writers Collective Receives $750,000 Award from Mellon Foundation

Wintergreen Women Writers Collective Receives $150,000 Award from Mellon Foundation

Questions about Fiscal Sponsorship?