The Written Grant Proposal

Your proposal should tell us as directly as possible about your organization, what you want to do, how you want to do it, how much you think it will cost, who is served by your project, and what segment of the population is principally served by your project.

The Foundation staff does not provide preliminary advice on a proposal, indicate preliminary interest in a proposal, opine on the appropriateness of a proposal, offer advice on which of several proposals to choose, nor opine on the dollar amount appropriate for a given proposal. Letters of interest should not be sent. Other than a call to the Foundation's Wellesley office with procedural questions regarding the filing process itself, your first contact with the Foundation should be the completed grant application.

We ask you to use the Grant Proposal Form available on this web site. There all the following items will be fully explained. The Foundation requires a total of four (4) sets of hard documents and one email submission for a complete application: three sets of responses to elements of the Written Grant Proposal Form, an email submission of those responses and one set of Additional Documents.

The master application includes the Written Grant Proposal Form responses in: the Cover Summary, the Organization Profile which includes the Organization Budget and the Year to Date Financials, and the Proposal Narrative which includes the Project Budget and the List of Anticipated Funding Sources.

The master application also includes the following Additional Documents: the IRS letter confirming tax-exempt status under section 501(c)(3) of the Internal Revenue Code, or, if a fiscal sponsor is used, a copy of their 501(c)(3) exemption along with a statement from them of accepting fiscal responsibility (the Fiscal Sponsor Contract which will be required by the Foundation is downloadable here); a current Board listing with relevant background information on the members including city or town of residence, positions held and other affiliations; a listing of principal staff people including relevant background information; and finally, the most recent independent audit, or if none is available, the most recent tax filing.

A completed filing requires three (3) hard copies and an email submission of just the following elements of the Written Grant Proposal Form responses: the Cover Summary, the Organization Profile which includes the Organization Budget and the Year to Date Financials, and the Proposal Narrative which includes the Project Budget and the List of Anticipated Funding Sources.  Also, one (1) hard copy of the Additional Documents enumerated above must be submitted.

For the email submission Microsoft Word and Excel documents are greatly preferred although compatible formats are acceptable. Your organization's name should appear in the subject line as well as in all attachment titles. One emailed submission should be sent to Ms. Smith at: jsmith@ameliapeabody.org.

Your 4 hard document submission (3 copies of the detailed Written Grant Proposal Form responses and 1 group of Additional Documents) should be sent to:

Margaret St.Clair, Executive Director
The Amelia Peabody Foundation
One Hollis Street, Suite 215
Wellesley, MA 02482-4677

*Please note that if you are unable to send the email copy you must submit seven (7) hard copies of the detailed Written Grant Proposal Form responses, instead of three, as well as the enumerated Additional Documents.

We prefer that the Written Grant Proposal Form responses hard copy sets be stapled once with the Cover Summary on top, not otherwise bound or in a ring binder, slip cover or folder. Please do not include additional background information, such as lengthy program and facility descriptions, extensive organizational histories, publicity materials, newspaper clippings, brochures, flyers, and organizational videos, etc. If we need additional materials in order to fairly process your proposal we will ask you for them.

Finally, please be advised that there are four filing deadlines during the year. The remaining submission deadline for 2009 is October 13. The deadlines for submissions for 2010 are January 26, April 20, July 27, and October 12. Although we would prefer to have the application in hand on the due date, a postmark by that date is also acceptable. Please check the FAQ page for current information as filing deadlines are subject to change.

 

Master application (1 copy) contains:

Cover Summary
Organization Profile
Organization Budget
Proposal Narrative
Project Budget
Listing of anticipated funding sources

Current Board Members
Principal Staff Members
Year-to-date Financial Statement
Independent Audit or Tax Filing
IRS Tax-Exempt Letter
If applicable, a Fiscal Sponsor acceptance of fiscal responsibility statement and their IRS tax-exempt status letter

 

More limited hard copy (3 copies when also filing by email) and email attachments contain:

Cover Summary
Organization Profile
Organization Budget
Year-to-date Financial Statement

Proposal Narrative
Project Budget
Listing of anticipated funding sources