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GUIDELINES FOR
GRANT PROPOSALS
To assist you
through the process of applying for a grant, when application
is made to the Foundation, all required documentation (Items
1-19 attached) must be submitted in the quantities indicated.
This information will not be returned to the applicant.
Please
be sure to show the Foundation's name at the top of your
application.
Foundation funding
should be considered part of the strategic plan of your
organization. Advanced planning on any request is
beneficial because you can then contact the Foundation office
with any clarifying questions well ahead of the deadline.
Generally the
Foundation will not
provide grants
for:
- Endowments,
deficit financing, debt reduction, or ordinary operating
expenses
- Conferences, seminars, workshops, travel, surveys, advertising,
fund-raising costs or research
- Annual giving
campaigns
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Individuals
- Projects that
have already been completed
- Public or private schools
- Child care facilities
Organizations are encouraged to compile a list of their future
needs and meet with Foundation staff to explore possible fits. There is no need to
have an appointment to discuss your grant prior to
application, but you are encouraged to contact the Foundation
office if you have any questions. After your application is
received, you will be contacted for a site visit. It is
requested that the Executive Director of the organization
participate in the scheduled appointment along with any other
appropriate staff or board members.
Any
discussion or indication of interest prior to or after submission of
a written application should not be construed as a commitment from
the Foundation
Personal
conversations about the grant application or process with any
of the members of the grantmaking decision panels or boards
are discouraged.
The Foundation has
a firm deadline date which means that the application must be
in the Foundation Office before 5:00 p.m. EST on that day.
Postmarks and electronic transmittals are not acceptable. If
the deadline falls on a weekend or a holiday, the deadline is
advanced to the next business day. All information required in
an application must be complete at time of submittal.
Applicants are encouraged to submit their completed
applications in advance of the deadline.
When evaluating the
application, the grant-making body attempts to determine the
value of the project, the soundness of the sponsoring
organization and the assurance of future maintenance and
funding of the project.
Applicants will be
notified in writing of the acceptance or rejection of their
request.
After the grant is
made, the organization is required to complete a Final Report
of Grant Expenditure (sample below) with certain financial
and programmatic information. Future grant requests will not
be considered if reports on previous grants are not
completed.
REQUIRED
DOCUMENTATION No more
than five (5) pages - Font size no smaller than
11 Do not
include a cover page.
Please use 8 ½" x
11" paper using the number and letter sequence shown below for
identification purposes. Each copy of Items 1-10 are to be
paper clipped together (no staples). Please do not bind copies
or put into folders. If a question is not applicable to
your grant request, please list the number of the question and
state "NA".
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ITEMS 1-11 (Ten [10] copies)
Items 1 - 9 should be no more than five (5) pages
total. Item 10 may be a separate page. |
ITEMS 12-20 (One [1]
copy) |
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Legal name of
organization (name on IRS exemption
letter)
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Physical
address and mailing address
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Contact person, title
(including e-mail address, if
available)
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Telephone
number
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Fax number and web
site address
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Amount of money requested for this grant application
and total cost of the project
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Using no more
than three (3) sentences, describe how grant funds
will be used
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Mission of
organization, primary goals, and recent major
accomplishments of the organization.
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Project description
(description must, at a minimum, address the
following):
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Number of clients to be
served by this grant
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The community need met by the
proposal
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What other local agencies or
services address the same problem(s) and how they do
so—a statement of how your approach differs from or
augments these services
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Plan for output measurement:
the direct product of program operation (e.g. # of
classes taught, # of participants served)
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Plan for outcomes
measurement: the benefit to participants during or
after participating in the program
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A timetable and/or work plan
for the project
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If your project/program will
cost more than you are requesting from us, indicate
how you will fund the balance. Show any
in-kind support, other grants applied for and/or
funds already received on your project
budget.
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If the program is ongoing,
indicate a plan for continuing to fund the project
after the initial grant period is over.
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A line item budget
for the project in which you are applying.
Include both revenue and expenses (sample format
attached and on website)
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Board members
have a personal responsibility to contribute
financially to the organization. During the
current fiscal year, how many board members have
contributed? What percentage of the board has
contributed? What is the dollar range of gifts
and total amount contributed?
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- If applicable,
letters of
agreement from collaborating organization(s).
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Quotations from three separate sources for any
individual item or system over $1,000 requested in the
grant and outlined in the budget
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Amount of your agency’s endowment, if any; AND amount of
endowment of affiliated organization and/or foundation,
if any
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Where applicable, the percent of your annual budget that
goes to your national affiliate. Will any percent
of THIS grant go to your national affiliate?
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A
copy of your organization’s audit or statement of income
and expenses for the previous two years AND most recent
990 if applicable
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Current annual agency budget with year to date actual
and variances (revenue and expenses). Include next
year’s budget if available.
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A
copy of the organization’s most recent 501(c)(3)
determination letter, which is the IRS letter of
exemption from federal income tax (not state sales tax
exemption certificate) or other proof of federal
tax-exempt status
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A
list of the Board of Directors, their addresses and
occupations
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A
letter signed by the President/ Chairman of the Board
authorizing submission of the proposal.
Note: If applicant is a
foundation supporting a non-profit
organization, Item # 8 should be answered for both
foundation and organization. Items # 15, 16, 17 and
18 should be for both the foundation and the organization.
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For
printable and/or workable budget forms click on the form name below
Sample Capital Budget [Excel]
Sample Program Budget [Excel]
Sample Capital Budget [pdf]
Sample Program Budget [pdf] Final
Report of Grant Expenditure
A final report of
grant expenditure must be completed and returned to the
William G. Selby and Marie Selby Foundation
office as soon as all funds have been
expended or by
<due
date will be inserted
here>, whichever
comes first. If the organization wishes to extend the grant
period, it must secure permissions to do so by
writing to the Foundation at the address below.
Please be
sure to show the Foundation's name at the top of your report.
Include the
following information in the Final Report of Grant
Expenditure:
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Organization
Name, address, email address and website address
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Grant
Number
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Amount of
Grant
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Description of
Grant
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Name and
telephone number of person administering the
grant
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A financial
accounting of how the funds were expended, in addition to
copies of receipts and invoices over $1,000. This should
be presented in the form of your budget as shown in the
original grant request. It should include Income and
Expenses both Projected and Actual.
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Outcomes
Measurement is a tool all agencies should use to ensure
effectiveness of their programs. You must refer to the
outcomes as listed in the grant contract and explain how
this grant did or did not meet the outcomes.
- Program/project
goal: A broad statement that describes what you
accomplished with the funding
- Outputs: Direct
products of program/project operation (e.g. number of
classes taught, number of
participants)
- Outcomes: Benefit
to participants during or after participation in the
program/project.
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Provide an explanation of
changes you are making or considering as a result of
analyzing your outcomes measurement data.
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A
candid assessment of the strengths and weaknesses of the
project. This evaluation will help us as a foundation to
improve our grantmaking.
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If
there was a specific stipulation in the Grant Contract such
as requiring a naming opportunity or requiring a match,
please explain how you have met that stipulation.
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Publicity generated from or for
your organization about this award, if applicable (enclose
newspaper clippings, newsletter articles, photos, etc.)
Completing this
Final Report is a very important responsibility of a grantee.
An incomplete, late, or missing report may delay opportunities
to apply for grants in the future.
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1800
Second Street, Suite 750
Sarasota, Florida 34236
941.957.0442 |