CHARITIES & DEVELOPMENT GRANTING PROGRAM 2017 FUNDING GUIDELINES

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Blessed are the merciful, for they shall obtain MERCY. (Matthew 5:7) CHARITIES & DEVELOPMENT GRANTING PROGRAM 2017 FUNDING GUIDELINES Funding provided by Together in Action Roman Catholic Diocese of Calgary 120 17 Ave SW, Calgary AB T2S 2T2 tia.calgarydiocese.ca Charitable Registration No. 107909939 RR0076

TABLE OF CONTENTS GUIDELINE PAGE Mission Statement 1 Mandate & Objectives 1 Allocations Program 1 Who is Eligible for Funding 2 Who is NOT Eligible for Funding 2 The Application Process 3 Application for Funding Timetable 4 Privacy 5 2017 FUNDING GUIDELINES i

Serving the terminally ill, the elderly and homebound, the abused, the refugee and the hungry, the discriminated and the exploited, the addicted and the homeless, the unborn and the unwanted, the lonely and the bereaved. I. MISSION The Mission of the Charities & Development Granting Program (the Program) is to care for and assist in the care of those in need within the Diocese of Calgary. The Mission, therefore, is concerned with justice which focuses above all in the protection of the weak (Tertio Millennio Adveniente, Apostolic Letter of Pope John Paul II - November 10, 1994 page 20). In acting out our Mission, we fulfill our obligation to support the poor and the oppressed as they struggle to preserve their worth and dignity as human beings. The poor are the primary and particular concern of the Program. The poor are described as people who are socially, financially, physically, emotionally and spiritually weak and / or threatened. II. MANDATE & OBJECTIVES MANDATE Identify social service needs of the poor and marginalized throughout the Diocese of Calgary which are not being fully met and assist in addressing such needs Co-ordinate, plan, develop and support the delivery of social services throughout the Diocese of Calgary Distribute funds on an equitable and periodic basis to eligible charitable agencies OBJECTIVES The Program endeavours to: raise the consciousness of and encourage the education of parishioners throughout the Diocese of Calgary concerning their responsibility for the care of those in need; raise the consciousness of and educate the public with respect to the activities of the Program so as to encourage support for the Program in the community at large; communicate on a regular basis with those supporting the Program and with the public in general to ensure that it is clearly understood where the funds allocated to the Program are spent; and keep general and administrative expenses to a minimum through efficient organization and cost controls and by working with existing organizations to ensure that those in need benefit to the maximum extent possible from the funds allocated to the Program. 2017 FUNDING GUIDELINES Page 1

III. GRANT ALLOCATIONS & TOGETHER IN ACTION CAMPAIGN Grants are made possible through funds the Charities & Development Office receive from the Together in Action Annual Campaign. This fundraising campaign is conducted in parishes throughout Southern Alberta. Funds raised through Together in Action are distributed to a variety of programs, projects and ministries of the Diocese of Calgary. Application deadline is March 31 of each year. Grant recipients are invited to participate in the Together in Action Campaign by providing brief presentations to parish congregations. This is organized through the Charities & Development office (Doreen Thibeault, Grant Program Coordinator (403) 218-5522 charities@calgarydiocese.ca). IV. WHO IS ELIGIBLE FOR FUNDING The Program funds charitable agencies that address poverty in Southern Alberta and meet ALL the following criteria: 1. REGISTERED CHARITIES All grant recipients from the Diocese of Calgary must be a Registered Charity In Good Standing with the Charities Division of the Canada Revenue Agency (CRA). www.cra-arc.gc.ca/chrts-gvng/menu-eng.html 2. PROGRAMS SERVING PEOPLE STRUGGLING WITH POVERTY IN SOUTHERN ALBERTA One of the goals of the Program is to touch the lives of as many people as possible in the Diocese of Calgary. Grant funds are made available to a variety of agencies that collectively provide a wide range of services along the poverty spectrum in Southern Alberta. This includes: people in need of these services are socially, financially, physically, emotionally and / or spiritually vulnerable; funding consideration will be given to programs rather than capital projects; and the agency must be located in and serve its clients in the Diocese of Calgary. 3. AGENCIES OPERATING IN A MANNER CONSISTENT WITH THE MISSION AND MANDATE OF THE DIOCESE It is expected that: the program offerings are non-denominational and non-discriminatory; funded agencies operate and engage in activities in a manner that is in harmony with the teachings of the Catholic Church, particularly around the value of the sanctity of human life; and i. Refer to the Catechism of the Catholic Church www.vatican.va/archive/eng0015/_index.htm and Pope Benedict XVI s Encyclical Letter Caritas in Veritate www.vatican.va/holy_father/benedict_xvi/encyclicals/documents/hf_benxvi_enc_20090629_caritas-in-veritate_en.html that the funded agency have a screening and training program for staff and volunteers that addresses the safety of vulnerable populations i. Refer to the Diocese of Calgary Standards: www.calgarydiocese.ca/resources/volunteers-manual.pdf and www.calgarydiocese.ca/resources/10-steps-of-volunteer-screening.pdf 2017 FUNDING GUIDELINES Page 2

4. AGENCIES WHICH HAVE A DEMONSTRATED FINANCIAL NEED Priority will be given to those agencies who demonstrate a need for financial support. It is expected that agencies pursue other sources of funding. V. WHO IS NOT ELIGIBLE TO APPLY FOR FUNDING The Program does NOT fund: individuals profit-based organizations or projects not-for-profit organizations not registered as a charity in good standing with the CRA parish projects The program does not routinely fund: deficit or emergency funding capital expenditures development of materials, films or videos 100% of a project budget VI. APPLICATION PROCESS 1. THE APPLICATION FORM AND DEADLINE Applications are available by contacting the Charities & Development Office at (403) 218-5522, charities@calgarydiocese.ca or www.calgarydiocese.ca/resources/2017-application-forfunding.html The application form is to be submitted electronically to charities@calgarydiocese.ca If you require assistance, contact Doreen at (403) 218-5522 or charities@calgarydiocese.ca The completed application form and attachments must be submitted by March 31, 4:00 PM. It is the agency s responsibility to confirm the application is received by the Charities & Development office. 2. PRELIMINARY REVIEW Charities & Development administration will review all applications received by the March 31 deadline. Only complete applications are considered by the Charities & Development Granting Committee. 3. ADMINISTRATION REVIEW In conducting its review of funding applications, Charities & Development Administration and/or a member of the Charities & Development Granting Committee shall have the discretion to avail itself of the expertise of any person or persons who could effectively contribute to the review. In reviewing the applications, Administration and/or a member of the Charities & Development Granting Committee shall have the right, but shall not be obligated, to take any of the following actions: 2017 FUNDING GUIDELINES Page 3

make enquiries of any source with respect to the project or activities in respect of which the Applicant seeks funding or with respect to the Applicant itself; meet with the Applicant or with any representatives of the Applicant, including, without limitation, the chairperson and members of the Board of Directors, the chief financial officer, the chief administrator or any employee or volunteer of the Applicant to gain further insight into the agency and its programs. Funding recommendations will take into account the amount of funds available for distribution, the criteria and priorities set forth in this document and any other pertinent criteria considered useful in the equitable distribution of diocesan funds. 4. CHARITIES & DEVELOPMENT GRANTING COMMITTEE S DECISION Charities & Development Administration will present the Granting Committee`s funding recommendations to the RC Bishop of the Diocese of Calgary for final approval. Each Applicant shall be notified in writing of the funding decision by June 30. 5. REVIEW OF FUNDING DECISIONS Should an Applicant wish to contest a funding decision, please forward a letter requesting a review to Director of Charities & Development within thirty (30) days of receipt of notification of the funding decision. The request for review letter shall be reviewed and any further decisions will be provided to the agency at the earliest possible opportunity. 6. FUNDING AGREEMENT Prior to release of any funds, the successful Applicant will be required to sign a Funding Agreement. Charities & Development reserves the right to use this Funding Agreement or a condensed version of it where applicable. If the Applicant has questions or requires clarification regarding the Funding Agreement, its purpose or its contents, please contact the Charities & Development office. VII. APPLICATION FOR FUNDING TIMELINE February 1 March 31 March 31 April June June 30 Applications accepted Application Deadline Application review and funding recommendations to Granting Committee & funding recommendations presented to the RC Bishop of the Diocese of Calgary Applicants notified in writing of funding decision 2017 FUNDING GUIDELINES Page 4

VIII. PRIVACY The information collected from applications for funding becomes the property of Charities & Development and is used: to determine funding decisions which may include activities as outlined in the Application Process. to account for and promote the effectiveness of Charities & Development to the Diocese, its community of donors, volunteers, and stakeholders as outlined in Sections I. Mission and II. Mandate and Objectives. in support of the Together in Action Campaign as described in Section III. Grant Allocations & Together in Action Campaign. 2017 FUNDING GUIDELINES Page 5