CDF Application. Cooperative Development Foundation. Grant Guidelines and General Information

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CDF Application Cooperative Development Foundation Grant Guidelines and General Information 1. through 3. should be used to determine if your organization or project is eligible for funding. 1. The Cooperative Development Foundation sparks economic development through the cooperative model. Cooperatives, cooperative development organizations, cooperative-related groups, groups forming a cooperative, and members, staff, and board members of cooperatives may apply. (For a definition of and information on cooperatives, see www.ncba.coop and click on About Cooperatives. ) 2. Organizations applying for grants must be a 501(c)(3) or they must have a fiscal agent which is a 501(c)(3). 3. Grants must fund projects. Grants will not fund general operating expenses, endowments, capital improvements, tuition, or salaries and benefits of applicant organization staff. 4. Applications and supporting materials will be reviewed by the Fund s advisory board and the CDF board. All applicants will be notified as to the status of their applications. 5. Grant recipients are required to sign a grant agreement letter before disbursal of funds. 6. Grant recipients must report on the use and results of the project funded, using CDF s report form during and/or at the completion of their grant. 7. Applicants may re-apply to the Fund on condition that CDF has received a final or interim report on all previous grants the applicant has received from the Fund. 8. CDF must receive credit in notices, articles, websites, etc.

Organization Overview and Signature Page CDF Fund Application For which of CDF s funds are you applying? CDF Fund Co-op Emergency Fund Cooperative Innovation Fund Howard Bowers Fund for Consumer Cooperatives Jim Jones Fund Melbah Smith Scholarship Fund Organization Name Type of organization (cooperative, CDO, etc.) Address Telephone Fax Website E-mail Name and title of organization s director Name and title of person completing this application Phone E-mail Organization s annual operating budget Revenues $ Expenses $ Is this organization a 501(c)(3)? Yes No If no, please identify your fiscal agent Tax ID number Profile of your organization Include history, mission, goals, and services provided. CEO or other authorized signature Title Typed or printed name Date

Project Overview Project title Purpose of project (education, training, etc.) Total amount of project (including amount requested from the X Fund) $ Amount requested from the X Fund $ Project start date Project completion date One-time project On-going project Project need Please describe the need your project will address. Project Please describe the project.

Project details Project activities and timeline: Please identify the specific activities you will implement and when they will be started and completed. Project staffing: Please identify the primary staff involved in this project, their titles, and their project roles.

Project results: Describe the results you anticipate achieving through this project. 1. Outputs (e.g. number of people served) 2. Deliverables (e.g. training manuals, co-ops started) 3. Outcomes (changes and benefits that will occur as a result of the project)

Evaluation Please describe how you will evaluate the outputs, deliverables, and outcomes. Collaborating partners Please identify other organizations that will collaborate on this project and the role they will play. Sustainability If this is an ongoing effort, please describe how you will sustain it after CDF s support ends.

Budget Worksheet How would your grant be spent? Professional Fees (Please identify) Travel staff Travel other Meetings room rental Meetings equipment Meetings meals Supplies Telephone Postage Other Other Total requested from CDF If you have other categories of expense, please add. Total amount requested from all sources $ Please identify all sources of funding for this project, either received or pending.

Attachments Please attach the following: 1. Project budget with relevant line items and list of all sources of funding, indicating the amount and whether it is received or pending 2. Organization s current year operating budget 3. Organization s or fiscal agent s IRS determination letter 4. Board of directors list 5. Most recent 990 6. Most recent audit Please send applications and attachments to equinn@cdf.coop or: Cooperative Development Foundation 1401 New York Ave., NW Suite 1100 Washington, DC 20005