Individual Account Forms
These are specific Accounts that are set up on behalf of an individual.
01
The request is made to Bridge to Healing to establish an Account on behalf of an individual.
02
The request to establish an Account is to include:
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Name of the Individual to whom the Account is for.
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Description of the Special Needs of the Individual for whom the Account is being established.
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Uses for which the Account may be used, such as:
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Attend Therapy Conferences not covered by Insurance,
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Therapy Expenses not covered by Insurance.
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03
All requests to be an Individual Account must support the Mission Statement of Bridge to Healing. requests are subject to approval by the Board of Directors Bridge to Healing or their designees before donations can be accepted.
04
Donations to the Individual Account are eligible for a Matching Gift of up to $750.00 per fiscal year (January 1st thru December 31st of any given year) by Bridge to Healing to the Account.
05
All requests for disbursement from the Individual Account are subject to review by Bridge to Healing to see if they meet the guidelines for suggested uses of donations to the Individual Account.
06
All requests for disbursements must be accompanied by an invoice detailing what the disbursement is for. Dates of service for the invoice must be within 30 days prior to the submission of the Request for Funds from Account form.
07
Disbursements made by Bridge to Healing from an Individual Account will be made payable to the Therapy provider and the check will be mailed to the Individual/Guardian to present to the Therapy provider.
08
Under no circumstances will disbursements from an Individual Account be made directly to the Individual/and or Guardian only.
09
Travel, hotel or meal expenses are not eligible to be disbursed from an Individual Account.
10
25% of all donations made to an Individual Account are to be considered a contribution to Bridge to Healing with the balance of the donation added to the Individual Account balance. If donations are made through PayPal, a 2.5% PayPal fee will also be deducted from the donation.