Grant Tools

This page is designed to help you apply and/or manage an Endowment Grant. Please note, you will need to download the templates to your computer and use the associated program (Word or Excel) to use the template.

Grantee Portal

Grantee Portal

Use this link to access the Grantee Portal to submit a grant application or grant report.

Grantee Portal Instructions

Instructions for logging into the Grantee Portal and locating grant applications and grant reports.

Tools for Applying for a Targeted Initiative Grant

A project workplan template is provided to assist with applying for a Targeted Initiative Grant application. Grant seekers are not required to use this template.

The sample grant application is for preparing and drafting an application. The information can be copied into the grant application. The application must be submitted using the Endowment for Health’s online grant portal.

Workplan Template

This template will open in Word. Use this template to help you complete a Project Workplan.

Sample Targeted Initiative Grant Application

This template will open Word. Use this template to compile information for the grant application.

Budget Guidelines and Templates

Use this information as you complete the budget table and budget justification as part of your Endowment for Health grant proposal. The purpose of the budget table and budget justification is to show how much your project will cost, where the money will come from, and how the money will be used.

Budget Table Instructions

A budget table is required for all Endowment for Health grant proposals. The Endowment for Health budget table template is provided to demonstrate the Endowment’s preferred format, though the Endowment will accept other budget formats. See the Budget Guidelines for more information.

Budget Justification Instructions

A budget justification is required for all Endowment for Health grant proposals. The budget justification template is provided to demonstrate the Endowment’s preferred format, although the Endowment will accept other formats. The budget justification should explain in detail the line items in the budget table. A narrative justification for revenue sources should be included when the commitment status is not clear and/or there is additional information you want to include for clarity. Expense lines should include a general description of the line item and how the amount was a determined. For example, each employee and contracted service should be listed separately and include the rate and number of hours.

Budget Guidelines

Use this information as you complete the budget table and budget justification as part of your grant application. The purpose of the budget table and budget justification is to show how much your project will cost, where the money will come from, and how the money will be used.

Budget Table

This template will open in Excel. Use this template to create your Budget Table.

Budget Justification

This template will open in Word. Use this template to explain the items requested in the Budget Table.

Managing an Endowment Grant

Sample Terms of Award

A sample Terms of Award is available to review prior to submitting a grant request.

Fiscal Sponsor Agreement

The Endowment for Health recognizes that not every charitable endeavor needs the infrastructure required to become a formal tax exempt organization under Section 501(c)(3) of the Internal Revenue Code. For example, an emerging organization may have the energy and vision to carry out their mission, but not the resources or need, to build an infrastructure to become a public charity with a qualified exemption. Additionally, the Endowment for Health promotes collaboration and often times public charity organizations working together on a common endeavor need to identify a Fiscal Sponsor or lead organization to accept grant funding on behalf of a collaborative model. The Fiscal Sponsor Agreement document is designed to provide grant seekers information for how to successfully enter into a Fiscal Sponsor and Sponsored Organization Agreement that meets requirements for grant funding from the Endowment for Health.

Budget Revisions

It is not unusual for a project and grant budget to change during the course of the project. Grant budget adjustments from one expense line to another of more than $500 require prior approval from the Endowment. Grant budget revisions cannot impact the original grant purpose. To request a budget revision, complete the Budget Revision form, and email your request to SFulton@endowmentforhealth.org

Grant Extensions

It is not unusual for a project to take longer than expected. No cost extensions may be requested by contacting the Endowment staff person managing your grant. Typically, extensions are granted for six months with a final progress report due at the end of the six month extension. Contact your Program Director to discuss grant extensions.

Independent Contractor Agreement Template

This is a sample contractor agreement template. The template is designed for you to add additional elements and delete elements not relevant to your needs.

Terms of Award

A Terms of Award is the agreement between the Endowment and the Grantee.

Fiscal Sponsorship Relationships

The Fiscal Sponsorship Relationships document will open in Word. This documents includes information to review before entering into a Fiscal Sponsorship Relationship. It also provides a sample agreement for the Fiscal Sponsor and Program to be sponsored.

Budget Revision Request Form

This template will open in Excel. The Budget Revision Template is the preferred form to request a budget revision.

Independent Contractor Agreement Template

This template will open in Word. The template is a sample Independent Contract Agreement that may be used by Grantees.