The investment types are described in our Guidelines. You can also find guidance on this in the User Library on the grant portal.
If you are providing technical assistance services to other organizations, they are your clients and you should complete the “direct service” questions. The “capacity building” questions are designed for organizations seeking to build their own internal capacity.
Guidance about what we are looking for in results statements can be found in the User Library section of the grant portal. We would also suggest that you review our Approach. If your proposal proceeds to the due-diligence process, you will have conversations with your program officer that will address the results statement as well.
If we are reviewing a full proposal, we routinely make site visits, which are arranged by the program staff person working on your proposal.
Financial review is an essential part of our process. We require up-to-date audited financial statements and other materials, as listed on our application form (see Application Checklist). These will be reviewed in depth and we will follow up with you about any concerns that we might have.
Board governance is another area of interest for the Foundation. There is a question about this on the application form, and we will explore this with you as part of our due diligence.
Our Trustees review grant recommendations at five regularly scheduled meetings spread out over the year. We will notify you by mail of the Board’s decision within two weeks of the meeting at which your request was presented.
You have probably had several discussions with your program officer by this point. S/he is the best source of information about future prospects and timing of any future requests.
You will receive a transmittal letter that outlines the expectations for your grant in terms of the results you have set out for yourself, our reporting requirements, and any special restrictions on your grant. In most cases this letter is accompanied by a check.
You will be asked to send a letter, required for our records, that:
acknowledges receipt of your grant and your grant check;
states the purpose and amount of the grant; and
states your understanding and acceptance of any particular restrictions on your award noted in our grant transmittal letter.
Your program officer will be able to help you with any other questions you may have.