A unique name of your Initiative for which you want to raise money.
Note: Funds of a different type can use the same name. For example, a Travel Fund and a Project fund can use the same name.
Topic / Category
Topic or category that relates to your Travel Fund. Click after you select category/ categories.
Brief statement of why your Initiative is important to be supported.
A link to website that you want to associate with the fund.
A Symbol or other design adopted by your organization identifies your Initiative. Click Browse to upload a JPG, PNG, or SVG file that should be 2 MB max.
A color that you want use as your initiative brand. Enter a hexadecimal number or click in the field to open the color picker.
Initiative beneficiaries are individuals who can benefit from the funds, or people who you want to sponsor for related activities. They receive invitation from Expensify (an expense management application) to submit reimbursements for their expenses.
Note: You will be automatically added as a beneficiary when you submit a new initiative application. To add more beneficiaries, click + Add beneficiary and complete the fields that appear.
Name of the person who you want to designate as a beneficiary of funds.
Email of the individual.
Click after you enter name and email address of the person you want to add as a beneficiary.
In the Annual Funding Goal filed, provide an initial funding goal estimated for the initiative.
Read and agree to the Terms and Conditions, and Submit the application.