Financial Literacy Programs Funding Application

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Project Name(Required)

Contact Information

Submitted by(Required)

First Name Last Name

Contact Email(Required)

Contact Phone(Required)

Name of Credit Union(Required)

Address of Credit Union(Required)

Street Address Address Line 2 City State ZIP Code

Project Information

Total Project Cost(Required)

Grant Request Amount(Required)

Is this funding request for a new or existing project?(Required)

New project

Existing project

Does the project require approval from your credit union's board?(Required)

Yes

On what date was approval received?(Required)

Month

Day

Year

What is the desired time schedule for the project to begin?(Required)

Will any other credit unions, institutions, or agencies be involved in this project?(Required)

Yes

Please list the organizations and their involvement(Required)

Project Considerations

Will your project be financially self-sustaining at the end of the grant period?(Required)

Yes

Please provide a brief explaination(Required)

Will your project have a positive impact on the financial self-sufficiency of your members and/or the target population for your project?(Required)

Yes

Please briefly describe how the project will have a positive impact(Required)

Does the project support the mission of the Credit Union Foundation?(Required)

Yes

How does the project support the Foundation's mission?(Required)

Can the project be performed if the Foundation is only able to provide partial funding?(Required)

Yes

Please briefly explain why(Required)

Are you willing to share the project, its materials, successes, and challenges?(Required)

Yes

Have you received financial literacy support from the Foundation this year?(Required)

Yes

How does your credit union support the Credit Union Foundation of MD|DC?(Required)

Check all that apply

Annual appeal donor

Scholarship program

We display the Foundation logo/link on our website

Other

Please provide a brief explanation(Required)

iGive™ is the easiest way for credit unions to support the Foundation at no cost to themselves. For more information, go to our iGive link. After the short registration process, be sure to download the iGive Toolbar and you’ll start supporting the CU Foundation automatically.

Background, Objectives, and Evaluation

Background(Required)

What is the financial literacy problem you will solve? Describe the problem and how it affects your members and/or communities. What or who is the target population or service area affected? How will your approach solve the problem? Why is your approach the most appropriate to take?

Objectives(Required)

Describe your proposed project objectives.

Procedure(Required)

How will you initiate and perform your program? Your proposed tasks should have a logical progression about them so a reviewer may see their relationship to your goals. Well-described project tasks will also be helpful in identifying and justifying budget items. List any specific scheduling for various phases or action items of the project.

Evaluation(Required)

How will you know your project works? All projects should include a component to evaluate their effectiveness and to identify program elements requiring further change. This component should describe how the evaluation will be conducted, when it will occur during the project period, who will carry out the evaluation, and what the criteria for the evaluation will be. The evaluation should probably not be conducted by persons connected with the performance or administration of the project.

Future Funding(Required)

Will continued funding be required to sustain this project? What source(s) of future funding have you identified?

Budget Information

Itemize below the proposed budget for your project. Include all costs, even if you are not asking for Foundation support for them. This sheet should reflect the entire cost of performing the project as noted on page 2.

If exact cost is not known, list estimated cost. These figures should relate directly to the various tasks involved in the project. If other sources of funding are being used for the project, list the amount and source.

Human Resource Costs(Required)

List payroll/benefit costs relating to project

Position Title

Payroll Expense ($)

Human Resources Subtotal(Required)

Equipment(Required)

Identify each item

Item

Expense ($)

Equipment Subtotal(Required)

Supplies & Refreshments(Required)

Identify each item

Item

Expense ($)

Supplies Subtotal(Required)

Facilities(Required)

Rent; costs involved preparing facilities

Item

Expense ($)

Facilities Subtotal(Required)

Other Expenses(Required)

Itemize travel, telephone, printing, etc.

Item

Expense ($)

Other Expenses Subtotal(Required)

Total Project Budget(Required)

Grant Request Amount

Max. $1,000

Your Financial Commitment to the Project(Required)

Total project budget minus grant request amount

Signatures

Fully complete this application. Type out names to secure electronic signatures.

Applicant(Required)

Credit Union/Organization CEO/President

If different than applicant

Credit Union/Organization Board Chair

Additional comments regarding project from management or governing board

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Max. file size: 256 MB.

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Grant Application Process

Financial Literacy Proposal Information Form

Contact Information

Project Information

Project Considerations

Background, Objectives, and Evaluation

Budget Information

Signatures