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Application
Requirements
A completed cover sheet with the following information:
Name of the organization
One paragraph summary of the purpose and activities of the organization
or group submitting the funding application
Executive Director
Contact person
Street address
Mailing address
Telephone number
Fax number
E-mail address
Project Information
Total project budget
Requested amount
One paragraph summary of the project to be funded
The Proposal
Give a one page description of the project, including activities, structure,
personnel, and a timeline.
Answer the following questions using two pages or less:
How the principles of financial literacy are utilized and promoted
in the project.
What community or population will be served and how
will community members benefit?
How many people/children are in the population to be served and
what are the ages of the individuals served?
How will the community/population served be involved with the design
and implementation of the project?
Identify outcomes that can be used to measure the success of the
project.
What evaluation process is used to measure the success of the project?
What follow-up procedure is used to continually monitor outcomes?
What qualifications or experience makes your group capable of successfully
doing this project?
Indicate
tax status 501(c)(3) or grassroots.
Attachments
Names, addresses, and telephone numbers of the members of the Board
of Directors or the group responsible for your organization.
Names, addresses, and telephone numbers of two business references
and two personal references.
Completed budget sheet.
Application
Checklist
Cover sheet
Proposal
Project budget sheet
Agency/organization budget
List of Advisory Board or governing body for the project
IRS Determination Letter for 501(c)(3), if appropriate
Letters of agreement from collaborating agencies/organizations
Signature of Executive Director or Board Chair/President and date
of signature
Board of Directors list with names, addresses, and telephone numbers
List of business and personal references with names, addresses
and telephone numbers
The Foundation generally
does NOT fund:
Loans
Grants to individuals
Scholarships
Please complete all information requested in the Online
Application. If you submit an application with any portion of the
information that is incomplete, your proposal will not be considered for
funding. The Grant Committees decision is final and cannot be arbitrated.
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