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CFWI
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The Community Foundation of Whidbey Island

The Application Process

The CFWI supports programs of charitable organizations for the benefit of Island County. Organizations should have a current tax exempt status from the Internal Revenue Code under Section 501(c)(3) to apply. The CFWI Grant Application Deadlines, Grant Application Policy, Grant Application Guidelines, and the Grant Application Form all are important parts of the application process. A Grant Evaluation Survey is required at the termination of an grant awarded.

 The Application Policy

1. Grants are made only to qualified 501(c)3 organizations.

2. Grants are made to provide for the charitable and educational needs of the communities of Whidbey Island, Washington.

3. Grants may be made to governmental units if the purpose of the grant goes beyond normal limits of government service.

4. The likelihood of a grant request being funded is greater when:

  • the project will have a significant and long lasting impact
  • the project promotes volunteer participation and citizen involvement
  • the project could not be accomplished with other sources of support
  • the project tests a new approach to solve a community problem
  • the project requires capital funds to improve the life of the Island County area
  • the organization has demonstrated effectiveness in accomplishing its mission
  • the organization has an effective system of short and long term planning
  • the organization has an effective system of fund development
  • the organization has demonstrated an efficient use of funds
  • the organization uses standard accounting procedures
  • the organization makes available and utilizes board and staff training
  • the project encourages support and cooperation of agencies involved in similar projects, and there is an elimination of duplicated services

5. The Community Foundation of Whidbey Island does not usually make grants:

  • to individuals
  • to support the operating budget of established organizations
  • to organizations located outside of Whidbey Island and its environs
  • to reduce operational deficits or pay off current indebtedness
  • for political or religious activities

The Grant Application Guidelines

1.  Cover letter signed by the Board Chairman and the Executive Director describing the proposal and need for the project in the community.

2.  Completed CFWI Grant Application with the following check list items attached:

  • Project Budget
  • Organizational Budget for the current annual fiscal period
  • Financial Statement or Audit for the fiscal year most recently completed
  • Copy of IRS 501c3 letter of determination
  • List of Board of Directors and Executive Staff
  • Board and Staff Training for previous 12 month period.
  • Letters of support for cooperative projects between organizations.

3. First time applicants should include a one to two-page history of their organization.

4. A plan for the evaluation of the project's results and dissemination of its findings.

5. Provide ten copies of the grant proposal and all attachments. Please do not secure the proposals into individual folders or binders.

6. Be sure to complete the summary section on the grant application form. Please do not state "see attached" in the space provided for the summary.

CFWI Application Form

Please print, fill out and return with the materials named on the checklist below:

Organization Name_______________________________________________________

Address_________________________________________________________________

Contact Person's Name and Title____________________________________________

Telephone________________________ Fax Number____________________________

Amount Requested $___________________ Project's Time Frame________________

Project Total and Percentage Raised-to-date__________________________________

Project Description: Please include in the space provided below a brief summary of your project and the specific use of requested funds. Include on a separate page a detailed project budget and indicate what portion of it is funded, or expected to be funded, by other sources (grants, registration fees, etc.) What percentage of the proposed budget would be spent in Island County? How many people will be served by the project? THIS SECTION MUST BE COMPLETED.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Check List: Please indicate that each of the following is attached with the proposal.

____ Project Budget
____ Organizational Budget for current annual fiscal period
____ List of Board of Directors and Executive Staff
____ Financial Statement or audit for the fiscal year most recently completed
____ IRS Letter of Determination, ____on file?
____ Board and Staff Training for previous 12 month period. (list names, dates and give descriptions)

 

 

 

 

 

 

 

________________________________________________
Signature of Agency Board President
 ______________________
Date
(360) 675-3456 (360) 675-4567 fax P.O. Box ###  Oak Harbor, WA 98277 info@website.net

 

CFWI Grant Evaluation Survey

Grant recipients should fill out this survey no later than 30 days after the project for which the grant was received has been completed. A separate sheet may be used for your answers. Photographs may be attached if appropriate to your project.

How many people were served as a result of this grant? __________________

If this is more or less than the level anticipated at the outset of the project, explain why.

Did the project cost more or less than originally anticipated and if so why?

How did you measure the level of satisfaction achieved by your organization with regard to the project?

If your organization were to start the project over, describe aspects that you would consider approach differently?

If someone else were to take on a similar project share how they could use what you have learned?

If applicable please describe how your organization will continue this project in the future?

Other comments:

 

 

 

 

 




Community Foundation of Whidbey Island PO Box ???? Oak Harbor, WA 98277
phone 360/xxx-xxxx           fax 360/xxx-xxxx