Fiscal Sponsorship at PHI
The Public Health Institute (PHI) supports programs at all stages to launch, scale, and achieve greater impact faster than they can alone. For more than 60 years, PHI has been a home for innovative programs, providing infrastructure, stewardship, and strategic support so that public health leaders can focus on what matters most: improving health.
Whether launching a new initiative, scaling an established program, or expanding geographically, PHI increases operational capacity and delivers the stability funders expect, multiplying public health impact.
Why Programs Choose PHI
Fiscal Sponsorship & Tax-Exempt Status
PHI enables programs to operate immediately under its nonprofit, tax-exempt status—eliminating the time, cost, and complexity of forming a new organization or running the full operations of an existing non-profit. This status allows programs to receive grants and philanthropic funding from a variety of sources including federal, state and county governments, foundations, corporations, and individual donors while relying on PHI’s proven awards management, financial systems, human resources, legal and compliance.
PHI has a strong dedication to the communities its programs serve. This includes an ongoing commitment to building relationships, understanding the dynamics of the community, and adapting services to align with the evolving needs of the community and its individuals.Mohammad Sediq Hazratzai, MD, MPH
Director, PHI’s Center for Immigrant and Refugee Health
Trusted Partner for Funders
Funders trust PHI. For more than 60 years, PHI has advanced public health, earning the trust of government agencies, foundations, corporations, and individual donors. PHI has a proven track record of managing federal, philanthropic, and research funding and meeting the compliance and reporting requirements that come with it. Funders rely on PHI to align the right partners, advise on public health solutions and strategies, and provide operational rigor to meet their public health goals and maximize impact. Today, PHI programs are supported by more than 180 funding sources.
Network That Expands Opportunity
When programs join PHI, they become part of a vibrant community of leaders working across the public health landscape with a shared purpose of improving the health of all people and communities. This network provides a forum for collaboration, shared learning, strategic partnerships, and joint funding.
PHI provided us with the infrastructure and support necessary to implement expansion, especially as we replicated programming outside of California for the first time.Tomás Magaña, MD, MA
Director, FACES for the Future Coalition
End-to-End Operational Support
PHI offers integrated, full-service infrastructure that goes well beyond traditional fiscal sponsorship, supporting multiple aspects of program success.
Our Services
PHI provides high quality technical, administrative and management services to our many programs—all for a very low, very competitive Indirect Cost (IDC)/ Facilities and Administrative cost (F&A) rate. PHI central administration is staffed by qualified, experienced, and dedicated personnel with a depth of public health and non-profit business experience.
Grants & Financial Mgmt
Financial Management and Grants Administration
- Budget Monitoring & Financial Reporting: Ongoing support to track program budgets, ensure alignment with funder expectations, and produce accurate financial reports.
- Accounts Payable/Receivable and Invoicing: Processing of reimbursements, vendor payments, billing, and incoming funds via approved systems.
- Cash Management: Oversight of fund drawdowns and cash flow coordination.
- Proposal/Application Submission: Full-cycle coordination of proposal packaging, internal review, and submission to funders.
- Award Management: Pre- and post-award support including negotiation, execution, and compliance with funder terms. Drafting, negotiating, and execution of outgoing subawards, consultant agreements, and other business contracts. For Federal Awards: Ensures timely and accurate reporting under the Federal Funding Accountability and Transparency Act (FFATA) and Subrecipient Monitoring (risk assessments and annual reviews.
- General Ledger Management: Journal entries, reconciliations, and financial reporting.
- Program Reports & Records Management: Support for maintaining financial documentation and submitting funder-required reports.
Research Administration
Research Administration
- Research Portfolio Stewardship: Support for clinical and public health research activities, including compliance, regulation, and reporting requirements required for federal funding.
- IRB Coordination: Guidance on Institutional Review Board processes and compliance.
- Collaboration Tools: Manage the Research Hub and Research Community of Practice for knowledge sharing and potential project partnership and collaboration.
Legal & Compliance
Legal, Compliance, and Ethics
- Contract and Legal Counsel: Review of contracts and legal guidance on governance, intellectual property, and risk.
- Litigation Support: Coordination and advice on legal matters involving PHI.
- Conflict of Interest Management: Oversight and resolution of potential conflicts.
- Ethics and Conduct: Enforcement of anti-trafficking policies and ethics hotline management.
- Procurement Compliance: Ensuring adherence to procurement policies and funder requirements.
- Foreign Operations and Security Protocols: Guidance on international hiring, payments, and safety procedures for staff abroad.
Human Resources
Human Resources and Personnel Support
- Recruitment and Onboarding: Coordination of hiring processes, including interview scheduling, background checks (as requested), and new hire orientation.
- Payroll and Benefits Administration: Management of compensation, benefits negotiation, wellness resources, and leave coordination.
- Performance Management: Support for annual review processes, handling of employee complaints, and conducting investigations as needed.
- Professional Development and Training: Access to PHI’s Learning & Development library, routine employee training courses, and skill-building resources.
- Compliance Oversight: Ensuring adherence to EEOC standards, employment law, and DOJ requirements. Conducting compensation equity reviews.
Policy & Program Support
Policy and Advocacy
- Strategic guidance and support: Resources and guidance to support program-level policy, advocacy and government affairs.
Program Support
- Strategic Guidance: Program leadership and mentoring, programmatic and content expertise, and staff development.
- New Program Onboarding: Cultivation, transition management, compliance requirements and training.
- Program Engagement: Facilitation of engagement across programs through meetings, forums, collaboration and shared learning.
IT & Operations
Information Technology
- IT Technical Support: Technical setup for new staff, incident response, and software and licensing troubleshooting.
Operations and Risk Management
- Insurance and Risk Mitigation: Coordination of comprehensive insurance coverage and risk reduction strategies.
Communications & Development
Communications
- Consultation: Provides guidance and advice on communications strategy and messaging and collaboration opportunities to raise program profiles.
- Amplification: Supports amplification of program news and events through the PHI website, social media platforms and newsletter.
- Media Relations: Develops news products (news release, media advisories) for significant program news items such as publications in scientific journals.
Development
- Consultation: Provides guidance and advice on fundraising and development strategy, funder identification, cultivation and stewardship
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