Foundation Member Program

Become a Foundation Member

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Growing Steward & Seed Together

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Every business begins somewhere. The Foundation Member Program was created to recognize the businesses and organizations that choose to partner with Steward & Seed during our founding season.

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Foundation Members are more than early clients—they become part of the foundation upon which Steward & Seed is built. As an expression of appreciation for that early partnership, eligible Foundation Members may receive reimbursement of qualifying one-time fees after completing the program requirements.

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What Is the Foundation Member Program?

The Foundation Member Program is a limited-time opportunity available to a select number of businesses and organizations that establish an ongoing bookkeeping relationship with Steward & Seed during our founding season.

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Foundation Members complete the same professional engagement and pricing process as every other prospective client. Participation in the program does not change Steward & Seed's service standards, Monthly Stewardship pricing, or commitment to providing diligent bookkeeping services.

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Instead, the program provides a way for Steward & Seed to thank those organizations that help establish the firm's foundation through their early partnership.

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Program Benefit

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Eligible Foundation Members receive a 50% reimbursement of qualifying Storehouse Diagnostic Assessment and Client Onboarding fees actually paid after successfully completing the program requirements.

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For a client who pays both the $300 Storehouse Diagnostic Assessment and the $395 Client Onboarding Fee, the qualifying fees total $695, resulting in a potential reimbursement of $347.50.

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For a new business that does not require a Storehouse Diagnostic Assessment and pays only the $395 Client Onboarding Fee, the potential reimbursement is $197.50.

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Storehouse Cleanup project fees and Monthly Stewardship fees are not discounted or reimbursed through the Foundation Member Program.

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The reimbursement is intended as an expression of appreciation for partnering with Steward & Seed during its founding season.

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Program Requirements

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To qualify for the Foundation Member reimbursement, organizations must:

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• Be accepted into the Foundation Member Program.

• Complete the required Storehouse Diagnostic Assessment, when applicable.

• Accept and execute a Steward & Seed Service Agreement.

• Complete any required New Storehouse Setup or Storehouse Cleanup before Monthly Stewardship begins.

• Complete Client Onboarding for Monthly Stewardship.

• Maintain active Monthly Stewardship for three consecutive months.

• Remain in good standing under the terms of the Service Agreement throughout the qualifying period.

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Organizations that discontinue services before satisfying the program requirements are not eligible for reimbursement.

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How the Reimbursement Works

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Foundation Members pay the same applicable fees under the same pricing process as other Steward & Seed clients. Qualifying fees are not discounted at the beginning of the engagement.

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After the Foundation Member successfully completes three consecutive months of Monthly Stewardship in good standing, Steward & Seed reimburses 50% of the qualifying Storehouse Diagnostic Assessment and Client Onboarding fees actually paid.

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This structure allows every engagement to begin under the same service and pricing standards while reserving the Foundation Member benefit as a thank-you for completing the early partnership period.

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Important Notes

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• Participation in the Foundation Member Program is limited and available only to organizations accepted into the program.

• The Storehouse Diagnostic Assessment is required for businesses with existing books before Steward & Seed accepts responsibility for those records. It may not be required for a true first-time bookkeeping setup.

• New Storehouse Setup and Storehouse Cleanup are performed only when applicable and are not qualifying reimbursable fees.

• Storehouse Cleanup project fees and Monthly Stewardship fees are not discounted or reimbursed through the program.

• Only qualifying Storehouse Diagnostic Assessment and Client Onboarding fees actually paid are included when calculating the reimbursement.

• Steward & Seed reserves the right to modify or discontinue the Foundation Member Program for future organizations.

• Organizations accepted into the program retain eligibility under the program terms in effect at the time of their acceptance.

• The Foundation Member Program does not modify or replace any provisions of the Steward & Seed Service Agreement.

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This page provides a summary of the Foundation Member Program. Complete program terms and eligibility requirements are provided during the engagement process. In the event of any inconsistency, the applicable Service Agreement and Foundation Member terms govern.

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Questions?

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If you have questions about the Foundation Member Program, we'd be happy to discuss the program and your eligibility during the Steward & Seed engagement process.

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