APPLICATION OVERVIEW

The Foundation strives to treat its grantees, investees, and applicants — our "customers" — with courtesy and respect. To ensure that our communications are clear and timely, specific timelines for responses are provided below.

We prefer that all first-time applicants submit a one- or two-page letter of inquiry by mail or fax rather than calling. Current grantees or investees should contact their program officer prior to submitting a proposal for renewed support.

Please do not send videotapes, CDs or DVDs.

It will be helpful if your letter of inquiry includes the following information:

• Basic organizational information—a brief statement of your organization’s mission, leadership, contact information, and a copy of your tax determination letter;
• Program information—a brief description of the population and the community served, major program emphases and accomplishments, summary data that demonstrate program impact, and future objectives;
• Funding information—the total dollar amount, duration, and type of support (i.e. grant and/or investment) requested; your total organization budget; and other major funding sources, including amounts of approved grants from private (philanthropic and corporate) sources.

ADDITIONAL REQUIREMENTS FOR
MISSION-RELATED INVESTMENT APPLICATIONS

The process for mission-related investment applications is similar in many respects.

An initial request for a mission-related investment may be in the form of a letter of inquiry with a proposed term sheet or private offering memorandum.