Please note that letters and emails sent directly to the FT Cares Foundation requesting support will no longer be accepted.

DONATION REQUEST SUBMISSION GUIDELINES

When submitting a request for funding, please note the following:

Organizations seeking support from the FT Cares Foundation must be a tax-exempt entity under Section 501(c)(3) of the Internal Revenue Service Code. Please note that the Foundation does not generally award grants to organizations which have operated at a 501(c)(3) for less than three years.

FT Cares Foundation supports organizations which engage in work that aligns with the Foundation’s mission to transform lives locally, nationally or globally, in one of these categories: Basic Needs; Senior Support; Child Health & Development; Service & Therapy Animals; Mental Health; Military, First Responders and Their Families; Global Action; Trauma Recovery & Support; Health Issues & Cure Research; Gratitude & Thanksgiving; Christmas Traditions & Sharing and Disaster Relief.

Donation requests will be accepted into the category that best fits the specific program for which funds are being requested. Once submitted, funding requests may be moved into a different category at the Foundation’s discretion.

The Foundation accepts donation requests through online submissions on a rolling basis during that calendar year.

December 1st is the final day to submit donation requests for a calendar year. Donation requests submitted after the December 1st submission deadline will not be considered until the following calendar year.

Donation requests may be submitted for existing or new projects, programs, events or operational purposes.

Donation requests that do not contain all the requested information in the specified program format may be denied.

The Foundation receives requests for donations far in excess of the funds available. As a result, it is strongly advised that the amount of a request be thoughtfully considered and accompanied by budgetary rationale to ensure that the amount requested represents the needs of the organization.

Your Information

Organization Name

Contact First Name

Contact Last Name

Contact Email

Contact Phone

How did you hear about the Foundation?

Organization Description and Mission

ORGANIZATION'S PURPOSE

What is the overall purpose of your organization? Please be specific and include how you are serving your participants. (750 characters max)

MISSION

Please describe your mission and how it is carried out into the community. Please include your full mission statement. (750 characters max)

Date 501(C)(3) status was granted

Please upload a copy of organization's IRS determination letter

Upload File

OPERATIONAL CHANGES

Please describe anything significant that occurred within your organization in the past year that has impacted your operations, if any. This may include personnel changes, modification of mission, relocation, etc. (500 characters max)

BOARD, STAFF AND VOLUNTEERS

Please list number of board, staff and volunteers in the organization (150 characters max)

ORGANIZATION GEOGRAPHICAL REACH

Organization's Website

Program/Project Information

PROJECT NAME

Provide a name for your project (50 characters max)

PROJECT DESCRIPTION

Please describe the program/project to be funded. (500 characters max)

PROGRAM/PROJECT CATEGORY

Has the FT Cares Foundation previously funded this program/project?

Yes

PROGRAM/PROJECT DURATION

DONATION AMOUNT REQUESTED

What donation amount is your organization requesting?

DONATION ALLOCATION

Please provide details as to how the donated funds will be used. (250 characters max)

SPONSORSHIP FORM

If your program/project requires a sponsorship form, please upload it here

Upload File

Financial Information

CURRENT FISCAL YEAR OPERATION BUDGET & 990 FORM

Submit a current fiscal year operation budget for your organization

Upload File

Please upload your most recent IRS Form 990 or Form 990 E-Z

Upload File

Please upload your current W-9 form

Upload File

AUDITED FINANCIAL STATEMENT

Please upload your organization’s most recent audited financial statement

Upload File

If you do not have an audited financial statement or operation budget, please provide an explanation as to why. (500 characters max)

ADDITIONAL ATTACHMENTS (OPTIONAL)

If there is information related to your request that you feel is important for the Foundation to know but that you were not able to present in this application, you may describe or upload relevant documents here.

Upload File

(500 characters max)

ELECTRONIC SIGNATURE

Enter your full name, business title and the date of submission (e.g. Erin Smith, Executive Director)

By entering your information above and clicking “I agree” below, you are certifying that:

the information contained in this application is true and correct;
the proposed program/project has been approved by your organization;
you are duly authorized to submit this application.

Signature (100 characters max)

Date

APPLICATION QUESTIONS

Please contact Deb Scherbring, Vice President of Development, at dscherbring@ftportfolios.com with questions concerning the donation program, the application process and any other questions.

Thanks for submitting!