Referral Agency Handbook...one business day, and if approved, funds can be mailed within three to five business days in most cases. We rely on a network of referral agencies to identify

For use by Colorado Referral Agencies only

Daniels Rapid Response Fund

Referral Agency Handbook

®

i Daniels Rapid Response Fund | Referral Agency Handbook ii

Contents

Overview ....................................................................................................................1

Funding categories .............................................................................................. 2

Program confidentiality ...................................................................................... 3

General referral agency requirements ........................................................... 4

Determining a fit for funding ........................................................................... 5

Elements of a successful request .................................................................... 7

Notification and payment ................................................................................. 8

Disbursement of funds ....................................................................................... 9

Record keeping and reporting ........................................................................10

How to submit an online request ...................................................................11

How to return to an in-progress request ................................................... 14

If you encounter an error when submitting a request ............................. 14

How to view a submitted request .................................................................. 15

How to submit a final report ............................................................................ 16

Sample: Referral Agency Receipt Acknowledgement ............................ 19

Sample: Recipient Gift Acceptance Letter ................................................... 20

i Daniels Rapid Response Fund | Referral Agency Handbook ii

Contact information

Chen-Pin Hu DRRF Coordinator

303.393.7220 [email protected]

Overview

The Daniels Rapid Response Fund (DRRF) is a confidential financial assistance program created to provide one-time assistance to individuals — or families in some cases — whose stability is threatened or has been disrupted by an unforeseen emergency/crisis situation.

While the Daniels Fund determines qualifying situations on a case-by-case basis, it is important to understand this program is not designed to assist people demonstrating a pattern of instability, nor is it intended for those who did not act to prevent an avoidable emergency or crisis. The ultimate goal is to help people blindsided by an unforeseen crisis to regain stability, or assist those impacted by unfortunate circumstances — such as the death of a family member or certain health issues — but who lack adequate financial resources to properly respond.

The Daniels Fund can generally provide a decision within one business day, and if approved, funds can be mailed within three to five business days in most cases. We rely on a network of referral agencies to identify candidates and verify their circumstances to determine alignment with the program’s funding categories and other criteria. Also, it is essential to assess whether the candidate is likely to move past their current situation through DRRF assistance, and remain on a stable path for the foreseeable future.

The DRRF process is described in full in this handbook, including record keeping and reporting requirements. Visit DanielsFund.org/DRRF to download the handbook.

Our network of select referral agencies plays a critical role in assisting people facing emergency situations. Thank you for helping us make a difference for deserving members of the community.

The Daniels Rapid

Response Fund

reflects Bill Daniels’

lifetime of compassion

and his reputation for

spontaneous acts of

generosity.

1 Daniels Rapid Response Fund | Referral Agency Handbook 2

funding category category description eligible expenses *

Loss of home

For an individual or family suffering the loss of their home due to a disaster. DRRF assists with the costs of settling into a new location (rental) and/or replacing essential items that were lost.

¾ Relocation/moving ¾ Rent and/or initial deposit

(up to 3 months; deposit counts as 1 month)

¾ Utilities ¾ Replacement of essential household

items (towels, bedding, etc.)

Domestic abuse

For individuals or families leaving an environment of domestic abuse, DRRF assists with the costs of establishing a new household (rental) and replacing essential household items.

¾ Relocation/moving ¾ Rent and/or initial deposit

(up to 3 months; deposit counts as 1 month)

¾ Utilities ¾ Replacement of essential household

items (towels, bedding, etc.)

Avoiding homelessness

For individuals (especially seniors) or families facing homelessness, DRRF provides assistance to prevent eviction or assists with the costs of moving to more affordable housing.

please note: Events such as sudden loss of income, death of a spouse, or loss of child support are examples of good DRRF fits. Loss of government benefits/assistance or seasonal employment income fluctuation are not good fits.

¾ Rent to avoid eviction ¾ Rent and/or rental deposit in more

affordable housing ¾ Childcare (for families unable to

afford childcare during this time due to sudden loss of income)

Elderly, disabled, or

disadvantaged health

For seniors, individuals with disabilities, or those working in low-income employment, DRRF assists with the costs of medical emergencies, minor medical issues, and certain dental issues.

please note: Dental requests up to $2,500 are considered. Extensive and/or high cost dental needs are often better served by nonprofits that specialize in these areas. Requests must include two estimates (for Denver Metro area requests, one from Comfort Dental is strongly encouraged).

¾ Emergency medical care ¾ Minor medical care (case-by-case)

¾ Hearing aids ¾ Eyeglasses ¾ Non-maintenance prescriptions

(seniors only)

¾ Certain non-cosmetic, non-routine dental work or dentures (case-by-case)

Disabled or elderly home

repair or basic needs

For people with disabilities and seniors, DRRF assists with home repairs or modifications needed for accessibility or to ensure safe living conditions.

¾ Home modification required for accessibility (wheelchair ramp, etc.)

¾ Home repairs needed for safe conditions (furnace, plumbing, etc.)

Funeral expenses

For the grieving immediate family, DRRF assists with funeral expenses and/or travel costs to attend the funeral.

¾ Burial or cremation ¾ Travel to attend funeral

(immediate family only)

Funding categories


* listed items are examples of common expenses, but other expenses may be allowable

Program confidentiality

Referral agencies are asked to neither promote nor spread awareness of the Daniels Rapid Response Fund program. When working with candidates to verify and document their emergency/crisis situation, use general terms when speaking to the candidate about the existence of a potential source of help. A recipient should not know who is providing the funds unless and until the Daniels Fund has given you confirmation that the request has been approved.

In addition, we ask referral agencies to be certain recipients understand that they should not share information about the assistance they received, and they should not inform others about the program. We request that recipients do not contact the Daniels Fund about the help we provide to them, nor make future requests or inquiries regarding any aspect of the program, either on their behalf or on behalf of someone else.

We consider it an honor to be able to help good people in times of challenge. We believe in them, and our insistence on confidentiality is in no way an attempt to distance ourselves from recipients.

The Daniels Fund maintains absolute compliance with regulations that restrict how and to whom a private foundation may provide grant funding. This is critical to the existence of the program. The referral agency model we use is necessary for several reasons, and compliance with the law is chief among them. We are unable to accept inquiries from individuals, and broader public awareness of the program would generate a large number of requests that could not be considered.

We consider it an honor

to be able to help good

people in times of

challenge. We believe in

them, and our insistence

on confidentiality is in

no way an attempt to

distance ourselves from

the recipient.


General referral agency expectations

We rely on our referral agency partners to fulfill the responsibilities described in this handbook, including these general expectations.

Maintain program confidentialityIn addition to following the program confidentiality guidelines covered in the previous section, please do not share information about the Daniels Rapid Response Fund with other nonprofit organizations.

TrainingInitial training for referral agency staff is scheduled once the Daniels Fund has received the signed DRRF Memorandum of Understanding. Training should be completed prior to any referral agency activity related to the program. Refresher training can be provided upon referral agency request. Please send training requests to [email protected].

Staffing changesIf there are changes to staff responsible for administering or providing executive oversight of your organization’s DRRF activities, please update us at [email protected]. Anyone new to working with the program should receive training before working on related activities, such as preparing or submitting a request or disbursing funds on behalf of a recipient.

Term of participationFrom time to time, the Daniels Fund may strategically rotate referral agencies in and out of active participation in the DRRF program.


Determining a fit for funding

Eligible candidatesIndividuals, or families where specified, should match one of these definitions:

¾ SeniorsIndividuals age 65 and older, living on a fixed income with no other means of financial support.

¾ Individuals with disabilitiesThose whose mobility and/or ability to care for themselves is inhibited by a severe physical disability such as a spinal cord injury, cerebral palsy, muscular dystrophy, etc. In addition, people with hearing impairments will be considered.

¾ Individuals or families leaving an environment of domestic abuseIndividuals or individuals with children establishing a new household away from domestic abuse.

¾ Economically disadvantaged individualsThose without the financial resources to adequately respond in an emergency/crisis situation. This could either be someone in low-income employment or someone financially overwhelmed from the sudden loss of their home or the death of a family member.

Candidate considerations *We use the following criteria when evaluating candidates:

¾ Candidates should have been financially self-sufficient prior to their emergency/ crisis situation.

¾ Candidates should be doing everything possible to provide for themselves (and immediate family, if applicable), but are financially unable to respond to the emergency or crisis effectively.

¾ Able-bodied candidates (as well as able- bodied members of their immediate household age 16 and older, if applicable) should be employed.

¾ Candidates must not have any type of financial resource (bank accounts, investments, etc.) beyond income from employment. Further, candidates must be precluded from the possibility of obtaining a bank loan.

¾ Candidates should have a history of maintaining stable/regular employment (those with inconsistent employment histories or those with a history of homelessness are not a good fit).

* evaluation of these considerations will vary as appropriate for seniors or people with disabilities


Emergency/crisis situationThe following criteria apply specifically to the candidate’s emergency/crisis situation:

¾ The situation should be unexpected, or if the situation was anticipated, not the result of the candidate’s own avoidable actions.

¾ The situation cannot be long-term or chronic, and should not have been progressing for more than three months, or in unusual circumstances, more than six months.

¾ The candidate must be able to demonstrate that the situation is causing, or will cause, harm to them (pain, imminent eviction, loss of utilities, loss of employment, loss of stability, etc.)

Documentation

¾ Candidates must verify their situation and their immediate need, either through related documentation or external sources the referral agency considers to be sufficiently credible.

¾ Referral agencies are responsible for reviewing documentation provided, contacting third parties as appropriate to confirm details of the situation, and verifying the current or potential negative impact to the candidate.

Funding exclusionsDRRF funds may only be used to pay for those expenses included in the DRRF funding request that have been approved by the Daniels Fund. When evaluating a candidate and their situation, please keep in mind that DRRF funding cannot be used for the following:

¾ Non-emergency/non-crisis situations

¾ Long-term situations persisting three to six months or more

¾ Ongoing support, or situations where the need for support is projected to extend beyond 90 days

¾ Preexisting medical bills

¾ Health insurance premiums

¾ Cosmetic surgery

¾ Outstanding debt (mortgage payments, car payments or insurance, credit card debt, payday loans, rent-to-own contracts, etc.)

¾ Legal expenses (attorney fees, court costs or fines)

¾ Education expenses (tuition, books, supplies, fees, room and board)

¾ Business expenses (any expense associated with a new or existing business venture)

¾ Disbursements to parties with conflicts of interest (employees or board members of the referral agency or the Daniels Fund,* vendors owned by or that employ a member of the recipient’s immediate family)

* currently or within the past 12 months


Elements of a successful request

Please confirm that your request for Daniels Rapid Response Fund assistance meets all of the following necessary criteria:

¾ The candidate has not previously received assistance through the program.

¾ The emergency/crisis situation is a match with one of the defined funding categories supported by the program.

¾ The emergency/crisis situation is detailed in full and articulates the current and/or expected harm the candidate is facing.

¾ Information about the candidate is complete, accurate, and has been verified by the referral agency.

¾ The needs of the candidate are addressed by the allowable use of funds within the applicable funding category.

¾ There is sufficient demonstration of how one-time, short-term DRRF assistance will address the situation and return the individual or family to stability.

¾ There is complete and sufficient documentation supporting the request (eviction notice, bills, medical evaluation, work estimates from vendors, etc.)

¾ Generally, approved requests provide support for one month; in exceptional situations, requests that provide support for up to three months are considered.

Determining the amount of the requestAs you determine the total amount requested, consider the following:

¾ The average amount for approved requests is approximately $1,900.

¾ DRRF funding is intended to be supplemental to assistance that has already been provided by the referral agency and/or other sources.

The steps for submitting a request are detailed on page 11 of this handbook.

Evaluating potential DRRF requests

When evaluating an individual or family and their emergency/crisis situation, referral agencies should ensure there is a fit with a Daniels Rapid Response Fund funding category. All potential requests should then be reviewed against the criteria detailed in this section to assess eligibility.

CandidatesIndividuals or families (when applicable), should match one of the following definitions:

¾ Seniors — Individuals age 65 and older, living on a fixed income with no other means of financial support.

¾ Individuals with disabilities — Those whose mobility and/or ability to care for themselves is inhibited by a severe physical disability such as a spinal cord injury, cerebral palsy, muscular dystrophy, etc. In addition, people with hearing impairments will be considered.

¾ Victims of domestic abuse — Individuals or individuals with children establishing a new living situation away from domestic violence or sexual abuse.

¾ Economically disadvantaged — Those without the financial resources to properly respond to an emergency/crisis situation. This could either be someone employed in a low income job or suddenly burdened by a sudden loss of a home or family member.

Candidate considerations

¾ Candidates should have been financially self-sufficient prior to their emergency/crisis situation.*

¾ Candidates should be doing everything possible to provide for themselves (and immediate family, if applicable), but are unable to address the situation effectively.

¾ Able-bodied candidates (and able-bodied members of their immediate household ages 16 and older, if applicable) should be employed (unless the situation concerns a candidate’s sudden loss of employment).*

¾ Candidates must not have any form of financial resources beyond income from employment (bank accounts, investments, etc.) Further, candidates must be precluded from the possibility of obtaining a bank loan.

¾ Candidates should have a history of maintaining stable/regular employment (those with inconsistent employment histories or those with a history of homelessness are not a good fit).*

* consideration may be applied differently for candidates who are elderly or disabled



Notification and payment

Referral agency notificationGiven the urgent nature of DRRF requests, the Daniels Fund will generally provide notification of our decision within one business day from the time we receive the request. Notifications, whether approved or declined, will be sent by email to the referral agency’s executive director (or management equivalent) and the staff member managing the request.

Approved requests — Approval notifications are sent by the Daniels Fund via email and will include the approved amount.

Declined requests — If the Daniels Fund is unable to support the request, the referral agency will be notified by email.

Recipient notificationOnce you have received notification of approval from the Daniels Fund, you may then provide details to the recipient, including the total amount provided and what will be covered. Please review the information on program confidentiality on page 3 of this document, and ensure the recipient understands why it’s so important that they do not contact us or inform others about the program.

PaymentThe Daniels Fund payment is made by check, payable to the referral agency. The check is sent to the referral agency via U.S. Mail, generally within three to five business days.

Along with the check, we will provide a packet of additional materials:

¾ Referral Agency Receipt Acknowledgment (to be signed by the referral agency)

¾ Recipient Gift Acceptance Letter (to be signed by the recipient)

¾ Biography of Bill Daniels (for the recipient)

Disbursement of funds

Once the check and additional materials are received by the referral agency, these are the steps for disbursing the funds on the recipient’s behalf:

1. The recipient should read, and the referral agency should confirm the recipient’s full understanding of, the Recipient Gift Acceptance Letter. The recipient should sign the letter, which the referral agency will retain (a copy may be provided to the recipient).

2. The recipient can be given the Bill Daniels Biography.

3. Work with the recipient to disburse funds in accordance with the plan detailed in the approved DRRF request.

¾ Funds may be used only for purposes approved by the Daniels Fund.

¾ Referral agencies may only issue payments directly to the vendor(s) on behalf of the recipient. Funds can not be issued directly to the recipient.

¾ Money orders and cash cannot be used to disburse funds, as they do not provide sufficient payment documentation.

¾ Contractors and other professionals engaged as vendors must be properly licensed and insured.

¾ Companies engaged as vendors may not be owned by, or currently employ, anyone related to an employee of the referral agency.

¾ No portion of the funds may be used for referral agency administrative expenses.

4. Within 90 days from the date of disbursement, the referral agency is expected to submit a DRRF final report using our online system. Instructions for this process are found on page 16.

The final report process includes uploading two additional documents:

¾ Referral Agency Receipt Acknowledgment signed by an authorized referral agency representative. Scan the original that came with the check

¾ Recipient Gift Acceptance Letter signed by the recipient.Scan the original that came with the check

5. Maintain appropriate records, as described in the next section.



Record keeping and reporting

Referral agencies are asked to adhere to these standards for record keeping and auditing.

Record keepingThe referral agency should retain all receipts and records that provide complete, sufficient documentation of disbursements made on the recipient’s behalf, and demonstrate that all funds were used for the approved purposes.

The referral agency should maintain the following documentation, and be prepared to provide any of the following if requested by the Daniels Fund, for four (4) years from the date of disbursement:

¾ Name and address of the recipient (or other appropriate method of identification)

¾ Manner in which the recipient was identified as a DRRF candidate

¾ Purpose for the assistance provided

¾ Itemization of all amounts disbursed on the recipient’s behalf

¾ Vendor proposals, invoices, receipts, and other documentation for disbursements

¾ Any other relevant case history/information

¾ Documentation for unused funds returned to the Daniels Fund, if applicable

Unused fundsIt is possible that a portion of the DRRF funds remains unspent for the approved purposes. All unused funds should be returned to the Daniels Fund no later than 90 days from the date of disbursement.

The online final report will ask if there is refund due to the Daniels Fund and the amount of the refund. Instructions for returning this refund to the Daniels Fund are provided.

Annual DRRF AuditThe Daniels Fund conducts an annual audit of the Daniels Rapid Response Fund program to verify payments made on behalf of recipients.

Referral agencies are asked to provide an accounting report of all DRRF grant awards they received from the Daniels Fund during the previous year. In addition, referral agencies will be asked to provide documentation for two randomly-selected DRRF grant awards including canceled checks, receipts, invoices, and other documentation for expenditures made on behalf of the recipients helped through these grants.

Executive Director Designated DRRF Contact(s)

How to submit an online request

https://DanielsFund.fluxx.io

Google Chrome Apple Safari

Logins exist for the following people at your organization:

Before sharing these logins with others you authorize to submit DRRF requests, please be sure they have first received training from the Daniels Fund or have thoroughly reviewed our training materials.

Create a password (required only when logging in for the first time or if you forget or want to change your password)

��

Please do not click the “Create an account now” button, even if there are changes to your Executive Director or DRRF Contact(s).

Instead, email [email protected] with the updated information.

After logging-in you will be on the Grants Portal page:

①

②

③

On the Grants Portal page only, please ignore this area. It’s for use by

standard grant applicants, and is not configured for DRRF requests.

Navigate using the gray navigation panel:

Pending Requests Start a new request or resume a saved in-progress request

Submitted Requests View submitted requests (requests cannot be edited online once submitted)

Active/Closed Grants See your history of current (active) or previous (closed) approved DRRF requests

Requirements Due Submit a final report


Log-in to the secure site using an approved web browser.

To start a new DRRF request select “Pending Requests from the navigation panel.

④

Ⓐ

Ⓑ

Ⓒ

Ⓓ

Ⓔ

ⒻⒼ

Ⓗ

Ⓘ

Ⓙ

Ⓚ

Ⓛ

Ⓜ

Ⓝ

Ⓞ

Ⓟ

Ⓐ Click the first available blank record preview and it will appear to the right. Click the “Edit” button in the upper right corner.

Ⓑ The “Referral Agency” and “Location” fields are pre-populated.

Ⓒ Select the contact for this grant and your Executive Director from the lists. If a name does not appear, please email Rapid [email protected].

Ⓓ Enter the candidate’s name. For a couple or family, enter the primary contact.

Ⓔ Enter the candidate’s address, with street address and apartment on the first line, and the city, state, and zip code on the second line.

Ⓕ Enter the county name (note this is not country).

Ⓖ Enter the amount of the request in whole dollars only (“$” and “,” are added automatically).

Ⓗ Select the DRRF funding category for this request.

Ⓘ Provide a complete list of expenses to be covered by this request, including the total of all expenses.

Ⓙ Detail the candidate’s emergency/crisis situation.

Ⓚ Confirm that you have verified the situation.

Ⓛ Indicate whether the candidate is 65 or older.

Ⓜ Describe the candidate’s prior level of stability.

Ⓝ Describe the candidate’s plan to address the situation and regain future stability.

Ⓞ Detail other sources of financial assistance received for the current situation, including candidate contribution.

Ⓟ In years and months, state how long the candidate has been a client of your organization.


Ⓠ Disclose if there is a conflict of interest. Answer “Yes” if the candidate or a member of their family is a board member or employee of your organization or the Daniels Fund. Answer “Yes” if the candidate or a member of their family is a vendor who would be paid for any approved expense covered by this request. If there is a conflict, please explain why you feel an exemption should be considered.

Ⓡ Upload all supporting documentation as a single combined PDF. Please use the following format when naming the document: “[Client name]_Supporting Documentation.pdf” (for example: Darnell Smith_Supporting Documentation.pdf). Please be sure to black out the candidate’s social security number anywhere may appear, and do not include copies of their drivers license or any other idenfication.

Click “⊕” next to the words “Rapid Response Request Supporting Documentation” and upload the file as indicated by the pop-up box.

Ⓢ When your upload is complete and you have closed the pop-up box, click “Save”.

please note: You can save your request at any point and return to finish it later (see page 14).

Ⓣ Once your information has been saved, the “Submit” button will appear. Please review your request to be sure you have provided all the information requested. When you are ready to send your request, click “Submit”.

please note: You do not have to enter anything in the “Note for Submit” pop-up box that appears, but you do have to click “OK”.

Ⓠ

Ⓡ

Ⓢ

Ⓣ

When you have successfully uploaded your supporting documentation, it will appear in the “Requested Documents” window

�

��

�

�


pop-

up b

oxes

How to return to an in-progress request

Ⓐ In the list of record previews, click the record you want to edit by looking for the client’s name.

Ⓑ Click “Edit” to open the record and continue entering information

Please see Ⓡ, Ⓢ, and Ⓣ on the previous page to upload documentation and to save and submit your request.

To return to a request you have saved, but have not yet submitted, select “Pending Requests”.

If you encounter an error when submitting a request

If you attempt to submit a request without providing all required information or without uploading supporting documentation, you will recieve an error.

Ⓐ You can scroll through your request to find the area(s) highlighted in red, indicating required information has not been entered. Please complete any area with missing information.

Ⓑ Click “Save”.

Ⓒ Once your information has been saved, the “Submit” button will appear. Click “Submit”.


�

Ⓐ

Ⓑ

Ⓒ

�


How to view a submitted request

You are able to see a submitted request by selecting “Submitted Requests” from the navigation panel.

Ⓐ In the list of record previews, click the record you want to edit by looking for the client’s name.

Ⓑ Click the printer icon to generate a print-friendly version of your request.

please note: You are unable to edit a request online once it is submitted, but you can email [email protected] with any changes that need to be made.

Ⓐ

Ⓑ


https://DanielsFund.fluxx.io

Google Chrome Apple Safari

①

How to submit a final report

please note: Final reports are due no later than 90 days from the date our check.

�

Log-in to the secure site using an approved web browser.

② Select “Requirements Due” from the navigation panel.

Ⓐ In the list of record previews, look for the client name related to the final report you are submitting. Click the record preview and the record will be displayed to the right.

Ⓑ Click “Edit” to open the record.

Ⓒ Review the address shown for your organization. If the address is not correct, select “No” and enter your updated address in the box that appears.

Ⓐ

Ⓑ

Ⓒ


Ⓓ Confirm that the individual indicated continues to be the person managing this DRRF request. If this is not the correct person, select “No” and provide the name and email address of the person that should be associated with this DRRF grant.

Ⓔ Enter the date the first payment was made on the recipient’s behalf.

Ⓕ Enter the amount of the payment in whole dollars only (“$” and “,” are added automatically).

Ⓖ Enter the payee/vendor.

Ⓗ Please detail the approved expense(s) this payment covered.

Ⓘ Use “Payment 2” and “Payment 3” for the second and third payments, if applicable.

Ⓙ If you made more then 3 payments, please use “Notes” to detail those payments.

Ⓚ Money remaining after all payments have been made is to be returned to the Daniels Fund as a refund.

Indicate if you are providing a refund, and if so, indicate the amount of the refund.

Submit the refund per the instructions provided.

Ⓓ

ⒺⒻⒼ

Ⓗ

Ⓘ

Ⓙ

Ⓚ

�


�

�Ⓛ Click “⊕” next to the words “Rapid Response Gift Acceptance” and upload a scanned copy of that signed

document as indicated using the pop-up box.

Ⓜ Follow the same procedure to upload the Rapid Response Receipt Acknowledgement.

Ⓝ While not required, if you wish to upload any additional documents, use “Other 1” and “Other 2”.

Ⓞ Type your name to sign the report.

Ⓟ Click “Save”.

Ⓠ Once your information has been saved, the “Submit” button will appear. Please review your request to be sure you have provided all the information requested. When you are ready to send your request, click “Submit”.


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ⓁⓂ

Ⓝ

Ⓞ

Ⓟ

Ⓠ


The documents you will be uploading for your final report were included with the check we mailed to you. Pages 19 and 20 show samples of these documents.

pop-up

boxes

Sample | Daniels Rapid Response Fund Referral Agency Receipt Acknowledgement

May 11, 2021

Ms. Jane Williams Vice President, Outreach Programs Assisting Nonprofit, Inc. 1000 Main Street Denver, CO 80000

Dear Ms. Williams,

The Daniels Fund is delighted to provide Assisting Nonprofit, Inc. with the enclosed check for $1,234.00 These funds are being provided through the Daniels Rapid Response Fund to help John Smith through their emergency/crisis situation by paying toward the approved expenses outlined in your request and our approval notification.

Please submit the following documents to the Daniels Fund no later than 90 days from the date on the check:

§ This Referral Agency Receipt Acknowledgement, with authorized signature§ Gift Acceptance Letter, signed by the recipient

Any funds that remain should be returned to the Daniels Fund as described in the Referral Agency Handbook no later than 90 days from the date of disbursement.

If you have questions, please email [email protected] or call 303.393.7220. Your role is essential to the Daniels Rapid Response Fund and the assistance it provides to people facing overwhelming challenges. Thank you for your partnership.

Sincerely,

Chen-Pin Hu Daniels Rapid Response Fund Coordinator

RECEIPT ACKNOWLEDGEMENT REFERRAL AGENCY: A copy of this signed document should be emailed to [email protected] no later than 90 days from the date on the check.

Signature of Authorized Referral Agency Representative

Title Date

Enclosure: Daniels Rapid Response Fund grant check


Sample | Daniels Rapid Response Fund Recipient Gift Acceptance Letter

May 11, 2021

Mr. John Smith 123 State Avenue Denver, CO 80000

Dear Mr. Smith,

The Daniels Fund is pleased to help you during this challenging time. A check in the amount of $1,234.00 has been provided to Assisting Nonprofit, Inc. to assist with your immediate needs and approved expenses.

We ask that you keep this gift confidential. Please understand that we can provide assistance to someone through this program just once, and requests for assistance can be made only by a select group of authorized organizations.

Please sign below to acknowledge that you accept this gift and agree to the terms of the gift. Return this document to Assisting Nonprofit, who will keep it on file and return a copy to the Daniels Fund.

Our founder, Bill Daniels, was known for his compassion and commitment to helping people in a time of need, and his bio is enclosed in case you are interested in learning more about him. We are very happy to help you, and we wish you all the best.

Sincerely,

Chen-Pin Hu Daniels Rapid Response Fund Coordinator

RECIPIENT GIFT ACCEPTANCE REFERRAL AGENCY: Please email a copy of this signed document to [email protected] no later than 90 days from the date on the check.

By signing below, I accept this gift and agree to the terms of t he gift.

Recipient’s Signature

Recipient’s Full Name Date

A s a matter of due diligence, the Daniels Fund complies with all state and federal reporting requirements related to this gift. T he Daniels Fund is not responsible or liable for any action, communication, decision, act or omission in connection with the gr ant funds provided. By accepting the grant, the Recipient agrees with the foregoing, and, furthermore, the Recipient irr evocably and unconditionally agrees to defend, indemnify, and hold harmless the Daniels Fund and each of its officers, di rectors, employees, agents, and funding partners, from and against any and all claims, liabilities, losses, and expenses arising fr om or in connection with the grant.


101 Monroe Street Denver, Colorado 80206

303.393.7220 877.791.4726 toll free

DanielsFund.org

Revised: September 2020