James H. Napier Foundation

Grant Application

Thank you for contacting the James H. Napier Foundation regarding a possible grant for your program and/or organization. Before you prepare the application, please review the attached Grantmaking Priorities. If you have any questions after reviewing the priorities or want to discuss your project’s specifics, please contact the Foundation Administrator directly. Contact information is below.

Grant Application Instructions:

  1. Please use either the CT Council for Philanthropy Common Grant Application Form, available at: the attachedFoundation application which consists of a cover page (Parts A and B) and a grant application outline. The proposal should be brief but complete.
  1. Application deadlines are: JANUARY 10, APRIL 10, JULY 10 AND SEPTEMBER 30.
  1. Limit application to five (5) pages. If longer than five (5) pages, the additional pages will not be reviewed. Please use these headings, subheadings and numbers. If a question does not apply to your organization, please indicate that with “NA”.
  1. Please email an electronic version of the application to , in addition to submitting hard copies: an original and five (5) copies. Do not use covers or binders because additional copies must be made for our Trustees review.
  1. The range of grants made from unrestricted funds is normally between $1,000 and $10,000. The requested amount should fall within that range. Any variations should be discussed with Foundation staff prior to submission.
  1. If you have received a previous Foundation grant, please note that a final report MUST be submitted to the funder ninety days (90) after the project’s completion before another application is submitted. Please access the CT Council for Philanthropy Common Report Form available on the Napier Foundation website,
  1. If you have never received a Foundation grant and are applying for $2,500 or greater, a site visit will be conducted prior to a final award is determined.
  1. Applications must be complete as of the deadline date. It’s strongly recommended that you submit your application a few days before the deadline so the Foundation Administrator can review it and advise you if additional information is needed.
  1. In some cases, a phone call will be scheduled to discuss the application. This gives the Foundation Trustees and staff an opportunity to learn more about your proposed project and the applicant organization. Also, we may discuss concepts presented in the application with other individuals and/or organizations as the project is evaluated for funding.

All applications must be received no later than 4:00 p.m. on the deadline at the following address. If the application is received after the deadline, it will NOT be reviewed. Please hand-deliver or mail applications to:

Daria Smith

Foundation Administrator

The James H. Napier Foundation

c/o United Way of Meriden and Wallingford

35 Pleasant Street, Suite 1E

Meriden, CT 06450

Grant Application Cover Sheet

(PART A)

Please complete Cover Sheet Parts A & B and then prepare a proposal using the enclosed outline:

Application Date: ______

Amount Requested: $ ______

Applicant Organization:

______

Phone: ______

Applicant Address:

______

______

Website Address: ______

Chairperson of Governing Body:

______

Total Project Budget: $ ______

Name and Title of Contact Person:

______

Phone: ______Email:______

Project Title:

______

Duration of Project: From ______to ______

When are funds needed? ______

Date Established: ______

Number of Employees: ______Full Time: ______Part Time: ______

Total Operating Expenses: Past Fiscal Year: $ ______Current Year:$ ______

Percentage of past fiscal year operating budget used for fund raising: ______%

Percentage of past fiscal year operating budget used for administration: ______%

Does the governing board have a policy which states that the organization does not discriminate as to age, race, religion, sex or national origin? Yes ______No ______

Does the organization have FEDERAL tax exempt status? YES_____ If no, please explain:

Has this request been authorized by the organization’s governing body?

Yes ______No ______When? ______

This application must be signed by the chief executive officer, president or another officer of the organization’s governing body:

______

SignatureTitleDate

Grant Application Cover Sheet

(PART B)

Please choose one of the following program areas which apply to your program or project:

Education______

Youth Services______

Health and Human Services______

Organizational Capacity-Building______

Have you received a grant from the James H. Napier Foundation in the past? If so, please state the grant amount(s) and year(s):

We ask that you identify the funders that you have approached for this program or project:

AgencyAmountApproved, Denied or Pending

James H. Napier Foundation$ ______

______$ ______

______$______

______$ ______

GRANT APPLICATION

PROPOSAL OUTLINE

Please provide the following information clearly and concisely with adherence to the recommended space limitations. The format is intended as a guide; not every item will be relevant to every application.If a question does not apply to your organization, please indicate that with “NA”.

INTRODUCTION (do not exceed 1 page)

PROJECT SUMMARY/ABSTRACT: In one paragraph of no more than 100 words, summarize the project including purpose/need, proposed outcomes and strategy for achieving them, estimated costs, and amount requested from funder.

PROJECT NARRATIVE (do not exceed 5 pages)

1.)PURPOSE STATEMENT/NEEDS ASSESSMENT

  • Describe the purpose of the proposed project, issue(s) which it addresses, and the significance of the issue(s).
  • Document the size and characteristics of the population to be served. How will you reach this population? How will the population be involved in the design and implementation of the project?
  • Describe the geographic area targeted by this project.
  • Will the proposal expand or complement existing community services? Describe any collaborations or partnerships with other organizations.
  • Address the relationship between the proposed project and the agency’s mission. Describe the organization’s capacity to undertake the proposed project by documenting past accomplishments and providing evidence of participant and community support.

2.)PROJECT OUTCOMES

  • Describe the intended outcomes of the project in measurable terms. At the end of the grant period, who will be better off and how? What changes in people or institutions are expected to occur?

3.)METHODS

  • Describe the action steps needed to accomplish the project outcomes. Include a project timeline with specific action steps.
  • Describe the responsibilities of staff and volunteers and their qualifications to perform those tasks. Describe any trainings, participant selection procedures, or policies, if applicable.

4.)DATA COLLECTION AND EVALUATION

  • Describe what information will be collected to measure the progress and ultimate success of the proposed project. How will you evaluate the proposed project? What data collection methods will be used?
  • How will you know if you have achieved the outcomes proposed?
  • How will the results be used and/or disseminated?
  • Please note that a final report MUST be submitted to the funder ninety days (90) after the project’s completion. Please access the CT Council for Philanthropy Common Report Form available at:

5.)FUNDING PLAN

  • Current and Future Funding: Describe the financial plan for current and support of the proposed project. What is the rationale for the amount being requested? If other funding is necessary to complete the project budget, where will it come from? Please describe the long-term strategies for funding this project beyond the grant period.
  • Project Budget: Present a line-item budget including all project expenses and income sources. See sample project budget form. Please follow this format.

Please submit an electronic version of the application to nd five (5) hard copiesof the following with the completed narrative:

  1. Common Grant Application Cover Sheet (Part A)
  2. Common Grant Application Cover Sheet (Part B)
  3. Complete list of the organization’s officers and directors.
  4. The organization’s proposed income and expense budget for the current fiscal year, identifying the projected revenue sources.
  5. Resume(s) of the person(s) most directly involved with the project.

Please submit one copy of each of the following attachments with the original completed narrative:

  1. Common Grant Application Cover Sheet (Part A)
  2. Common Grant Application Cover Sheet (Part B)
  3. Complete list of the organization’s officers and directors.
  4. The organization’s proposed income and expense budget for the current fiscal year, identifying the projected revenue sources.
  5. The organization’s actual income and expense statement for the past fiscal year, identifying the organization’s principal sources of support.
  6. Resume(s) of the person(s) most directly involved with the project.
  7. The organization’s most recent audited financial statement.
  8. The most recent annual report, if applicable.
  9. Copy of the IRS 501 c 3 federal tax exemption determination letter(s).
  10. A copy of the governing body minutes authorizing submittal of this grant application.

SAMPLE PROJECT BUDGET FORM

Organization:______Project Title:______

REVENUE

APPROVED/RECEIVED PROPOSED/PENDING

1. Contributions (list):
2. Other Foundations (list):
3. United Ways
4. Fees for Service from Government
5. Government Grants
6. Membership Dues
7. Service Fees
8. Other (list):
9. In-Kind Contributions

TOTAL REVENUE

EXPENSES

1. Salaries

2. Benefits
3. Payroll Taxes
4. Supplies
5. Telephone
6. Postage & Shipping
7. Occupancy (Rent & Utilities)
8. Rental & Maintenance of Equipment
9. Printing
10. Travel
11. Other (list):

TOTAL EXPENSES

OUTCOMES BASICS

The following basic information about outcomes is intended to help you when completing the application sections titled “Project Outcomes”, “Methods” and “Data Collection and Evaluation”. If you have questions or would like further assistance, please call Daria Smith, Foundation Administrator.

How have participants benefited from involvement with your project? What are the effects on the participant’s knowledge, skills, attitudes, behavior or condition? Limit the number of outcomes for a project by focusing on the one, two or three most important results.

Outcomes are:

  • Benefits/changes for participants during or after the program;
  • Usually expressed in terms of knowledge and skills (short-term outcomes);
  • Behaviors (intermediate-term outcomes);
  • Values, conditions and status (long-term outcomes).

Outcomes should be:

  • Measurable;
  • Realistic;
  • Clearly related to the problem or issue being addressed.

When identifying expected outcomes, consider:

  • Who or what will be changed?
  • What is the nature of the change?
  • How much change can reasonably be expected to occur?
  • When will the change take place?

DATA COLLECTION AND EVALUATION

Data collection and evaluation are necessary for a project to know whether it was successful or not. Although the amount of effort put into evaluation is determined by the size and complexity of a project, some form evaluation is necessary for any project. Every project should identify observable and measurable indicators of success and procedures to collect data on those indicators.

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