Organizational Grant Proposal

Before submitting your request, please visit What We Fund (Pacific or Chesapeake) to review the specific funding priorities in the region where you wish to apply. You may also find it helpful to visit Our Grantees to review funding from previous years. Please forward the completed Cover Letter and Proposal via email only to Julie Hester, for Chesapeake and Atlantic Coastal Bay organizations or Anna Lindgren, for Pacific Region organizations.

Applicant Information

Organization Name / Date
Street
City, State Zip
Proposal Contact / Email
Telephone / Fax
Website
Tax ID Number
Funds Requested / $
Organizational Budget / $

Organization

Please use the below questions to tell us more about your organization. Answers should focus on your organization as a whole, not just the project.

Year Founded / Number of Staff

Background

Please provide a brief paragraph of your organization’s history, mission and goals

Conservation Target/Scope (5-6 sentences maximum, map or sketch also welcome)

What does your organization propose to conserve or protect, and what is the geographic scope?

Target examples: wetlands, menhaden, water quality

Scope examples: Bay, city, coast, national

Threats/Opportunities (5-10 sentences maximum)

Which threats (factors with a negative affect) are you trying to address, in order of importance? Are there opportunities (factors with a positive effect) that can be taken advantage of?

Threat examples: Fishing, development nutrients, invasive species

Opportunity examples: Conservation plan is in place, consumer awareness has increased

Stresses (5-10 sentences maximum)

What do the threats named above do to the target?

Examples: Reduce population, degrade habitat, create unfavorable conditions

Contributing Factors (5-10 sentences maximum)

What are the social, economic, or political factors that enable or add to the persistence of the threats you have identified? In other words, what are you up against?

Examples: Demand for a product, unregulated development, a powerful lobbying organization

Objectives (5-10 sentences maximum)

What conservation objectives is the organization trying to achieve in the next 1-3 years?

Examples: Increased water flows, budget for enforcement was increased, a bill is endorsed by x# of senators

Goals (5-10 sentences maximum)

What conservation goals is the organization trying to achieve in the next 3-5 years?

Examples: X level of water quality, z amount of habitat protection, a bill is passed by voters

Strategies (5-10 sentences maximum)

What strategies do you use to achieve your objectives/goals for the organization?

Examples: Education, convening, research, litigation

Assumptions (5-10 sentences maximum)

How do you assume that your strategies and actions will influence and achieve your objectives, and in turn, your goals? You are welcome to include a results chain or other diagram.

Examples:

Because our policy expertise is backed by a unique scientific understanding, both the Control Boards and the dischargers on the opposite side of the table respect and heed our advocacy and input. This is why we assume our advocacy will be successful in improving water quality.

Public education and advocacy efforts will succeed in bringing about a reduction in disposable bag use because City officials and businesses have already expressed their commitment to implementing measures to do so and because polling conducted a year ago indicates that citizens are ready and willing to make the effort to shift to reusables.

Actions/Timeline

What are the actions you plan to take to implement those strategies, and what is the timeline to initiate the actions? Please note any important dates or events.

Actions examples: Create tools, provide policy review, attend hearings

Timeline examples: Within the Next 3-6 months we will…; January 15 – Meeting where committee votes to approve or deny request;

Evaluation

You are welcome to include as an attachment any diagrams or tables you have developed that address the below questions, rather than providing a narrative.

Indicators

What are the specific indicators you will use to show that your organization is making progress? What are the current levels of those indicators?

Examples: x% reduction in pollution, adoption of specific policies, square miles of protected area

Methods

How will information be collected to measure indicators, and who will collect it?

Examples: Government reports, scientific testing, surveys

Audiences

Who will you provide the information to, and what actions do you anticipate they will take as a result? Please be specific.

Examples: California state officials will hold a hearing, recreational fishermen will support the management plan, mom bloggers will boycott the product

People

Team

Who are the people involved in designing, implementing, managing, and monitoring the organization? Please describe their roles and skills.

Board Members (Provide a list below, or include as an attachment)

Include affiliations and length of service

Partners

What organizations do you collaborate with, and how do you work together?

Examples: Organization X provides scientific expertise, organization Y disseminates information to decision-makers

Leadership Relationships

What relationships do you have with leaders, such as business executives and policymakers, and how might you work with them to achieve your goals?

Organizational Planning

Challenges/Opportunities (5-10 sentences maximum per question)

Describe the challenges/opportunities facing the organization in the immediate future, and both the negative and positive repercussions.

Examples: We finished last year in a deficit, so we had to cut a program, but this allowed us to focus more on our mission

And in the next 3-5 years?

Examples: Executive Director is retiring; a merger is being considered

Planning (5-10 sentences maximum)

How is the organization addressing those challenges and opportunities?

Examples: Board engagement strategy, executive transition plan, partnering with non-traditional allies

Annual Report

Do you have an electronic copy of your annual report?

Yes, and I have attached it

No, we don’t have an annual report

No, we only have a hard copy report

Strategic Plan

Do you have an electronic copy of your strategic plan?

Yes, and I have attached it

No, we don’t have a strategic plan

No, we only have a hard copy report

Green Certification/Environmental Policy

Is your organization green certified, or do you have an environmental policy in place that details your internal efforts to reduce, reuse, recycle or otherwise lessen your impact on the environment?

Yes

No

Financials

Fiscal Year

What fiscal year does the organization operate on?

Financial Statements and Budgets

·  For the previous fiscal year:

o  Statement of Activities/ Profit & Loss

o  Organizational budget[1] and actuals

o  Funding sources[2]

o  Percentage of Board members making contributions, and total $ amount of contributions

·  For the current or upcoming fiscal year:

o  Organizational budget

o  Organizational funding sources[3]

Letters of Support

Please include two letters of support from either partners or funders. We welcome letters of support in e-mail form.

Partner Letter Support

Please include as an attachment a recent letter of support from a partner that you collaborate with.

Funder Letter of Support

Please include as an attachment a recent letter of support from a funder.

Signature

I certify that the above information is true and accurate.

Signature of Authorized Board Member,
Executive Director or Project Officer / Date
Print Name and Title

Grant Proposal – General Support—The Campbell Foundation

Page 1 of 8

[1] Each budget should include both revenue and expense. We welcome you to submit documents in any format, but at a minimum, revenue should include a breakdown by funding type (in-kind, corporate, grants, etc), and the expense should include salaries, taxes, benefits, travel, supplies, contractor/professional fees, insurance, occupancy, printing/marketing/website

[2] Include name and amount for all gifts greater than $10,000

[3] Please indicate the name of the funder, the amount of funding requested, and whether it is applied for, in hand, or pledged