Warren County Philanthropic Partnership

Grant Application

Fall 2010

Dear Nonprofit Colleague,

We are pleased to announce the availability of the Warren County Philanthropic Partnership Grant Application. This form was developed to make the grant seeking process simpler and more efficient for nonprofits.

~ The Grant Committee

The Warren County Philanthropic Partnership was formed in 2005 to coordinate and provide philanthropic support for community betterment projects in Warren County. The mission of the Warren County Philanthropic Partnership is to promote philanthropy throughout Warren County. The foundation is made up of community minded individuals who have the ability to assess community needs, implement asset development, evaluate area grant applications, encourage partnerships and initiate activities to enhance Warren County. Each year the foundation makes grant awards to worthwhile projects located in the county that are identified through a community grants application process. Our foundation’s areas of emphasis include:

§  Arts, Culture & Humanities § Education § Environment & Animals

§  Health § Human Services § Public & Society Benefit

The Warren County Philanthropic Partnership makes grants to I.R.S. 501(c)(3) ‘tax exempt’ organizations and 170(b) ‘unit of government’ organizations to assist in fulfilling the Foundation’s mission to foster private giving, strengthen service providers and improve the conditions of the communities in Warren County. Our Partnership promotes endowment building, community grantmaking, organizational collaboration, and public leadership for the benefit of the Warren County area.

Grant amounts are dependent upon the allocation of funds available to the Community Foundation each fiscal year and are limited to non-profits located in and projects serving the county. Award amounts will range from $500-$5,000. Awards will not be made for debt relief and ongoing operation subsidies, fund raising expenses, endowments, and politically sensitive or religious purposes.

Hand written forms will not be accepted. All information requested must be provided on the application or will be disqualified. Please submit a signed original and 6 copies of the application by mail or hand delivered to:

Warren County Philanthropic Partnership Any Questions?

515 North Jefferson Way, Suite C Call/Email Denise Kalbus

Indianola, Iowa 50125 515-961-1067


Location directions: The Warren County Economic Development Corporation (WCEDC) office is accepting the grant applications. The office is located at the north end of the Wells Fargo bank at the intersection of 65/69 and Euclid. WCEDC is on the first floor of the building.

Application deadline: Thursday, October 21, 2010 (Received, not postmarked), 5:00 PM

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Cover Sheet Follow Grant Instructions (page 7)

Organization Information

1.

/

Name of organization

/

Legal name (as listed with IRS)

2. / 3.

Organization Address

/

City, State, Zip

/

Employer Identification Number (EIN)

4.

Phone

/ Fax / Web site
5.

Name of contact person regarding this application

/

Phone

/

E-mail

/

6. Type of funding support (circle one):

/

Capital Based

/

Program Based

/

7. Project focus area that primarily applies

(circle one):

/

Arts, Culture & Humanities

/

Education

/

Environment & Animals

/

Health

/

Human Services

/

Public & Society Benefit

8. Is your organization an IRS 501(c)(3) not-for-profit?

/ Yes / No

If no, is your organization a 170b unit of government?

/ Yes / No
If no, you must have a fiscal sponsor. Please list name, address, phone and fiscal sponsor contact person:
/

Fiscal Sponsor’s EIN number

9. Has your organization received WCPP grant funds in the past?

/

______Yes ______No

If yes; which grants cycle/s ______

/

Amount Awarded ______

Have you met all your conditions of the previous grant agreement

/

____ Yes ____ No

If no, please explain: ______

______

10. Describe your organization’s charitable purpose, program activities, and population demographics (age groups served, primary area served) (4-5 sentences)

Application

Request Summary

Name of the Project: ______
11. Describe the proposed project, including the goals and objectives. Discuss the community need for the project, the benefits for the community as a result of the project and the community support for the project.
Summary of Project (3-5 Sentences): ______
______
______
12.
Population served
(estimated #):
Total project cost: / $ / Total requested from the Community Foundation: / $
Amount of matching funds: / $ / What percentage of total funds is matching dollars?
(Matching $ ÷ Total Project $ x 100 = % of funds match) / %
13. Outline how grant funds will be used and identify other resources or partners identified to assist with the project; other funding secured, applied for and proposed for the project. Include how volunteers will be utilized and the number of volunteers expected to participate:
14. Indicate desired impact and how you will measure and evaluate the results of the project. Be specific regarding community needs/issues your project will address. How will contributions from the Warren County Philanthropic Partnership be recognized?
15. What is the timeline for this project? Projects must be complete within one year.

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Project Budget

Budget Form

16. Attachments are required: Letter(s) of commitment for in-kind contributions and other funding sources matching your request, estimates or bids, and an organizational budget. Please note: Section A=Sections B+C+D.

A / TOTAL PROJECT COSTS FOR THE GRANT
(Itemize specific expenses below and provide dollar amount.)
# / Item / Amount ($)
1
2
3
4
5
6
8 / Total Cost of Project
B / IN-KIND CONTRIBUTIONS
(Itemize below and estimate dollar amount. Please attach letter(s) of commitment.
Volunteer hours must not be included as an in-kind contribution.)
# / Item / Amount ($)
1
2
3
4
5
6 / Total In-Kind Contributions
C / FUNDING FROM SOURCES OTHER THAN THIS GRANT
(Itemize below and estimate dollar amount. Please attach letter(s) of commitment.)
# / Item / Amount ($)
1
2
3
5
6 / Total from sources other than this grant
D / TOTAL COST OF GRANT EXPENDITURES (TOTAL REQUESTED FROM WCPP)
(Itemize specific expenses below and provide dollar amount.)
# /

Item

/ Amount ($)
1
2
4
5
6 / Total Amount Requested From WCPP

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Attachments and Check List

In order to be considered for funding, your application MUST include the following items:

Copy of latest Federal IRS Tax-exempt status letter
List of Board of Directors and their affiliations
Organizational Budget
Signed ‘Letter of Intent’ to act as a fiscal sponsor if applicable – only if you are not 501(c)(3) or 170b status
Signed Applicant Board Approval Agreement (see below)
Estimate(s)/Quote(s) for materials or services
All additional documentation should be placed behind page 6 of the grant application
Original signed application plus 6 copies

Board Approval from Applicant Organization:

______approve submission of this grant request and certify that the purpose of this

(Name of Organization)

request is charitable and that monies received from the Warren County Philanthropic Partnership will be used solely for the project stated in this application.

Authorized agent/ title / Date

For WCPP use only:

Grant Committee Determination: / Amount
Approved / Denied / Date
Board of Directors Determination: / Amount
Approved / Denied / Date

This application has been approved in the amount of $ ______on (date) ______.


Grant Application Instructions

Grants will be deemed ineligible for the following reasons, and will not be scored:

·  Proof of nonprofit status is not provided

·  If using a fiscal sponsor, a letter of support is not provided

·  Required Information is not provided

·  Incorrect number of copies of grant provided - a signed original plus 6 copies is required

·  Application is hand written

·  If project or program is politically sensitive

·  If monies are requested for religious programs

·  Do not use binder, plastic covers or folders

·  Do not insert supporting documentation into the grant application; All documentation should be placed after page 6.

·  You are encouraged to buy grant supplies locally, when possible

·  Grant awards are intended to be finishing dollars rather than seed money.

Organization Information

1.  Use legal organizational name as filed with the IRS.

2.  Organization address.

3.  EIN numbers must be provided by all organizations (if a fiscal sponsor is being used provide the sponsor’s EIN).

4.  Organization phone number if one is available.

5.  Contact person and daytime contact information.

6.  Capital Based refers to the building of or the physical improvement of something.

Program Based refers to operational, activity, or general programmatic support.

7.  Select the focus area that has direct impact from the project.

Arts/Culture/Humanities – Museums, Historic Preservation, Exhibits, etc.

Education – Schools (all ages), Adult Learning Programs, etc.

Environment/Animals – Environmental Protection, Beautification, Animal Related Issues

Health – General, Rehabilitative, Mental, etc.

Human Services – Public Protection/Safety, Recreation, Youth Development, Social Support, General Human Services

Public/Society Benefit – Community Improvement/Development, Philanthropy/Volunteerism, Capacity Building, Civil Rights, etc.

8.  Your organization must be a 501(c) (3) or a unit of government 170(b). Agencies that qualify as a 170(b) include counties, cities, and schools. If the applicant is not a 501(c)(3) or 170(b) organization, a fiscal sponsor is required. The fiscal sponsor will be responsible for grant funds. Provide the name, address, phone, and EIN number of the fiscal sponsor, as well as a letter of support from the fiscal sponsor.

9.  WCPP Funding – Provide information about any grants received from WCPP in the past.
If previous grant funds have been received by the organization applying, please provide the date the funds were received and the amount received. If all conditions of agreement have not been met, explain why.

10. Clearly describe the charitable purpose, program activities related to this request, and the population that will be directly impacted by activities related to this request.

Request Summary -

11. Provide name of project. Information provided in the request summary should pertain only to the project for which grant funds are being requested. ***After providing detailed description provide a 3-5 sentence summary of the project.

12. Population served directly. The total project cost needs to pertain to this grant project only, not an organizational budget. Matching funds are funds being raised by the organization. Do not include in-kind contributions. In-kind contributions should be indicated on the budget page. Other grant funds can be used as matching funds.

13. Identify specifically how grant funds being requested will be utilized. Identify partners; a letter of support is required if funding is secured from a partner. Specify how partners will be contributing to the project or program. Explain how volunteers will be utilized and the number of volunteers you anticipate.

14. How will your project impact the community or county? How will the impact be evaluated or measured? One of the goals of the WCPP grant process is to create an awareness of the partnership throughout the county. How do you plan to disseminate information about your project and recognize the WCPP contribution?

15. Outline the time line for your project. Projects need to be completed within one year of

grant award date.

The application can exceed the space given.

Project Budget -

16. The project budget should only include information that pertains to the project funds that are being requested. Budgets must be itemized with calculations. Also indicate if the expense is an estimation or actual. Additional documentation of expenditures must be provided (work estimates, quotes, catalog prices, etc.). In-kind contributions can consist of material donations, equipment, building space, etc., but cannot include volunteer hours. Complete budget information is required. Grant applications with incomplete budgets will not be scored. Attach an organizational budget. If the organization serves more than Warren County, a breakdown budget for Warren County is required. If a grant is awarded, receipts for all expenditures will be required. Grant funds cannot be used for items or services purchased before the grant was awarded. Grant funds can ONLY be used for items listed in the budget.

Attachments & Checklist –

Please place all documents following the grant application.

Complete the checklist to ensure you have all the documentation required. See below for additional information regarding attachments.

Additional Attachments - Include copies of the attachments with both the original application and the additional 6 copies.

§  Latest Federal IRS Tax-exempt Status Letter – Simply a copy of the requested information is needed. Government entities do not need to provide a Federal IRS Tax-exempt Status Letter.

§  List of Board of Directors and their affiliations – The list should include any positions currently held in the organization by a director and what his/her expertise is, this is usually the person’s job title or where he/she works.

§  Organizational Budget – An organizational budget is the budget for the whole organization or department within the organization. A project budget is the budget for the project for which funding is requested that the organization or department is doing. Include a project budget in the body of the application. See line 16 of the application. Include the organizational budget with additional attachments.

§  Signed ‘Letter of Intent’ to act as a fiscal sponsor – A fiscal sponsor is an organization or party who is receiving the money on behalf of the grant applicant and is responsible for disbursing the money for the project and maintaining appropriate documentation (receipts, etc.). The entity has to be a 501(c)(3) or 170b unit of government. A fiscal sponsor is required if the organization does not have tax exempt status. If using a fiscal sponsor, a letter of intent is required from the organization serving as the fiscal sponsor.

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Warren County Philanthropic Partnership

Grant Scoring Matrix

Excellent, Outstanding or Very Good
(8-10 points per box) / Good, Strong, or Adequate
(6-7 points per box) / Poor, Weak, or Inadequate
(1-5 points per box)
Project Description / Project Description / Project Description
A. Need for Project:
·  Strong evidence of community support.
·  Goals are clearly stated.
·  Very evident how this project will enhance the community. / A. Need for Project:
·  Some evidence of community support.
·  Goals are adequately stated.
·  Some evidence of how this project will enhance the community. / A. Need for Project:
·  Little evidence of community support.
·  Goals poorly stated.
·  Little evidence of how this project will enhance the community.
B. Population Served:
·  Project serves a broad based population.
·  Project impacts a large population and sector of the county. / B. Population Served:
·  Project serves a small sector of population.
·  Project impacts a small population and sector of the county. / B. Population Served:
·  Project serves a very limited sector of population.
·  Project impacts a very limited population and sector of the county.
C. Partnerships and Visibility
·  Strong evidence of community partners.
·  Project provides high visibility to the WCPP. / C. Partnerships and Visibility
·  Some evidence of community partners.
·  Project provides some visibility to the WCPP. / C. Partnerships and Visibility
·  No evidence of community partners.
·  Project provides minimal/no visibility to the WCPP.
D. Impact Indicators:
·  Desired impact is clearly stated.
·  Impact measures are clearly stated.
·  A method to evaluate the results of the project is clearly stated. / D. Impact Indicators:
·  Desired impact is adequately stated.
·  Impact measures are adequately stated.
·  A method to evaluate the results of the project is adequately stated. / D. Impact Indicators:
·  Desired impact is poorly stated.
·  Impact measures are poorly stated.
·  There is no method to evaluate the results of the project.
Budget / Budget / Budget
A. Project is highly leveraged with matching funds. Greater than 50% / A. Project is moderately leveraged with matching funds. Up to 50% / A. Project is not leveraged with matching funds.
B. Other resources and partners are committed to the project. / B. Some resources and partners identified for the project. / B. Very limited/no resources and partners have not been identified for the project.
C. Complete organizational and project budget information is provided. / C. Partially completed organizational and project budget information is provided. / C. Unsatisfactory organizational and project budget information is provided.
D. Strong evidence project cannot continue or take place without our funding. / D. Some evidence project cannot continue or would be difficult to take place without grant. / D. Grant funding has little to no impact on the organization or project.

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