Making a Grant Request

FIRST STEP: Before You Make a Request

Before you begin the request process, review these items and the following sections on The Jewish Fund’s priorities and grant terms to ensure that your organization and proposed project are a good fit with our requirements and funding goals.

Tax Exempt Status
To qualify for a grant the organization must be recognized as tax exempt under section 501(c)(3) of the Internal Revenue Code.

Geographic Concentration
The Jewish Fund’s grantmaking is solely focused on programs and services that impact the lives of residents in the metropolitan Detroit area of Wayne, Oakland and Macomb counties.

Priority Areas

To encourage the best possible alignment between our interests and those of potential applicants, we have identified broad program outcomes for each of our focus areas. Only those requests that align with the following three areas will be reviewed and considered:

Health and Welfare of the Jewish Community

The quality of life of vulnerable Jewish residents of metropolitan Detroit will be improved as a result of the program’s impact in areas of health and social welfare.

Health of the Metropolitan Detroit Community

• Vulnerable residents of metropolitan Detroit will experience improved health outcomes as a result of increased access to quality health care.  Priority may be given to urban communities.
• Vulnerable children will experience improved health outcomes as a result of participation in early childhood health intervention programs. Such programs may include pre-natal services and/or those targeting children up to kindergarten age. A primary outcome must focus on improved health.

Enhancing the Historic Bond between the Jewish Community and Detroit

We are interested in supporting efforts among collaborating organizations that will serve to promote the quality of life in Detroit.  Grants should involve collaborations that include at least one Jewish organization and at least one Detroit-based organization and should engage Jewish individuals with the broader community.  Grants may support new initiatives and/or capacity building strategies.

Additional Funding Priorities to Consider

With so many vital and deserving organizations and programs in Metro Detroit, determining which grants will receive funding can be a challenging task. Here is a list of guiding principles The Jewish Fund board considers, to help make those difficult decisions.

Our board gives the highest priority to requests for:

• New programs with a defined period that address a critical need
• Evidence-based programs that are new or expanded offerings in a specific community
• Development and implementation of capacity building strategies that will result in the organization’s strengthened operations and/or overall service delivery. These may include strategic planning, board and staff development, infrastructure enhancement, and transition planning, among others
• Initiatives that address transformative change, which may include capital projects
• Responding to urgent community needs.

Our board also prefers programs that:

• Have a defined plan for sustaining the program beyond the grant period
• Include a financial or in-kind contribution from the organization
• Involve collaboration with others, when appropriate
• Leverage financial support through multiple funding sources
• Have an outcomes-based and measurable evaluation plan
• Can be funded and replicated by others

Lowest priority is given to request for:

• Grants made directly to individuals
• Loans
• Grants to support religious activities or sectarian education
• Overseas projects
• Endowments, annual fund drives, fundraising events
• Past operating deficits

Robert Sosnick Award of Excellence

In addition, organizations may want to consider the criteria used to select the recipient of The Jewish Fund’s Robert Sosnick Award of Excellence when creating their programs.   This $25,000 grant is awarded annually to a current or recent grant partner of The Jewish Fund.

Programs are evaluated for the award using eight criteria, highly valued by The Fund in its overall assessment of a project’s success. These criteria attempt to measure the short-term impact of a program and to predict its long-term success. Criteria numbers 3 through 5 are weighted double in recognition that the Sosnick Award emphasizes innovation, collaboration, and impact.

Grant Terms

The Jewish Fund will generally provide funding for a new program for a limited, defined term of:

• Up to three years for proposals submitted under the Health and Welfare of the Jewish Community and Enhancing the Historic Bond priority areas.
• Up to one year for proposals submitted under the Health of the Metropolitan Detroit priority area, with a possibility for renewal.

This term should provide for start-up as well as securing of support for the program following completion of the grant. Exceptions may be made at the discretion of The Fund. All multi-year grants are subject to annual review by the board and are contingent upon satisfactory progress and grant compliance.

Grants for capacity building initiatives, equipment, and other projects that are not new program developments will typically be considered for one year of funding support, regardless of focus area.

SECOND STEP: Pre-Request

In the first stage of our application process, you will provide a brief description of your proposed request, outlining in a few sentences the problem you are trying to address, how you plan to address it, outcomes you hope to achieve, and plans for evaluation and sustainability (if applicable). We will also collect a few pieces of documentation, including organizational and project budgets (see the Project Budgets section at the bottom of the page for helpful details on completing our budget form) and confirmation of your organization’s status as a 501(c)3 tax exempt entity.

Your request will be reviewed by the Jewish Fund’s staff to start the process of confirming that your program and goals fall within the parameters of The Jewish Fund’s priorities, and a staff member will reach out to you within 5 business days to discuss next steps.

Pre-Requests will be accepted for 2 periods per calendar year, in late fall/early winter for our May grant cycle, and early-mid summer for our November grant cycle.

Upcoming Pre-Request Acceptance Periods:
November 15, 2022 – January 12, 2023 (May 2023 cycle)
June 1, 2023 – July 14, 2023 (November 2023 cycle)

Click here to complete a Pre-Request.

THIRD STEP: Meet with Our Staff

If your request appears to be a good fit with TJF’s mission and funding priorities, you will be invited to meet with staff for an open discussion. This is an important opportunity for you and TJF to ask questions, brainstorm and explore the various aspects of the program and request to ensure you have the best possible foundation to start from while writing your Grant Request. Meetings will be scheduled with the intention of providing organizations at least 30 days to complete their request.

FOURTH STEP: Making a Request

Following the meeting, you will be notified whether you are invited to continue the application process and complete a Grant Request in our grant partner portal. Your request is an opportunity to describe to your understanding of your target population and their needs, the abilities and strengths your organization has to meet those needs, the plans and strategies you have formulated in your current endeavor, and your longer-term plans to evaluate progress and sustain the project following the grant term (if applicable).

In addition to questions posed on the request, you will be asked to provide several attachments within the portal:

Required
Organization Budget
Most Recent Complete Audited Financial Statement (including Management Letter)*
Board of Directors List
Updated Project Budget (form provided in the Grant Partner Portal)
Logic Model (template provided in the Grant Partner Portal)

Recommended
Non-Discrimination Policy
Letters of Support
Resumes of Key Staff (if experience will be essential to the success of the proposed program)

*Contact the Grants Management Coordinator if your organization is not required to complete an audited financial statement.

FIFTH STEP: Site Visits & Supplemental Information

Following the board’s initial review of the grant request, organizations are scheduled for a site visit with a small delegation of TJF board members and staff.

Organizations are strongly encouraged NOT to create presentations for these visits. Rather, we find informal discussion to be the most valuable format. Relevant information about the organization and program should be included in the written request, making an organized presentation at the site visit unnecessary.

The site visit offers an opportunity for board members to get a first-hand view of the organization and for board members to ask any follow-up questions they have after reading through the application materials.

During this stage, you may also be asked to provide supplemental documentation if there are items the board would like additional clarification on, such as plans for partnerships, fundraising details, design plans, etc. If supplemental information is required, the request will be made in writing by TJF staff.

Project Budgets

A Project Budget is completed during the Pre-Request process and will be resubmitted during the Request process with any suggested updates or corrections.

This step of the process generates the most questions. Here are a few things to assist you with creating your budgets, and hopefully simplify the process.

Expenses vs. Revenue and Resources
The budget form is broken down into (1) Expenses and (2) Revenue and Resources.

In the Expenses section you will provide an itemization of all anticipated project costs and expenses, and identify those expenses for which you are requesting support from The Jewish Fund.

In the Revenue and Resources section you will provide a breakdown of all the resources you expect to utilize to finance the total project cost. The goal is to demonstrate that you have a plan to cover any expenses not paid for through The Jewish Fund grant and ensure the program can be successful. Accordingly, the total of the Revenue & Resources section should be equal to the total of the Expenses section.

Multi-Year Grants
Multi-year grant requests require an individual budget form for each year of funding being requested.

Providing Additional Information
To explain or clarify any line item from the budget form, feel free to attach a budget narrative.

Indirect Expenses
The Jewish Fund allows for up to 20% of the total request to be applied toward Indirect Costs, also referred to as overhead or administrative costs, and include the non-direct expenses utilized to manage a project. These may include grant management, accounting, rent, maintenance, telephone, copying, receptionist, insurance, technology updates, supervisory, and executive staff oversight, among others.

Any indirect costs included in the request should be noted on the appropriate budget form line. In addition, an explanation should be provided (generally on a separate tab or attachment) to help us understand how and why indirect costs are associated with the project and can be attached as a budget narrative.

Grant awards may include full or partial support of indirect costs.  Very involved projects typically will receive higher percentage and more basic projects typically will receive lesser percentages.

Project Evaluation Expenses
In order for you and The Jewish Fund to clearly understand the overall impact of the project for your organization, an objective evaluation method is required. If you determine that an outside evaluator is needed, please include the expense related to this evaluation on the budget form.

Signature
The budget form requires the signature of the CEO/Executive Director.