Grantmaking with The Norman Raab Foundation
Eligibility & Alignment
In addition to alignment with our programmatic criteria and geographic focus areas, the Norman Raab Foundation also seeks grantees who:
- Identify important issues or problems in our communities
- Employ clear strategies to achieve goals
- Balance short-term and long-term objectives
- Demonstrate innovative thinking
- Manage resources effectively and efficiently
- Demonstrate diversified funding strategies
- Engage their community via partnerships and collaborations
The Foundation does not accept grant requests for the following:
- Organizations that are not tax-exempt charitable organizations under Section 501(c)(3) of the IRS Code
- Political campaigns and lobbying efforts
- Direct donations to individuals
- Organizations based outside the U.S.
- Scholarship Programs
- General Operating Grants made directly to schools or houses of worship
- Endowment Funds or Capital Campaigns
GRANT TYPES AND AWARD AMOUNTS
The majority of our grants are project specific. Our typical grant size is between $10,000 and $25,000 is a conducted as one year grant. Occasionally multi-year grants are awarded at the discretion of our Board. Applicants are encouraged to apply for the funds needed for the project, though if approved, the grant amount may differ from the request amount.
The Norman Raab Foundation encourages our grantees to secure funding from diverse sources. Applicants should be aware that our Foundation has a policy that limits grant sizes to no more than 10% of an organization’s fundraising revenue, based on data from the most recently completed fiscal year.
We award a limited number of grants through our Legacy Grant Program, which has a streamlined application process. This grant program is by invitation only and has a distinct process. If your organization has been invited to apply for a Legacy Grant please look for the specific deadlines on our Grantmaking Calendar.
Prior year grantees may be invited to reapply if the reporting requirements of their prior year grant are met, if all funds are spent, and if the work of the organization continues to fit within the granting priorities of the Foundation. Repeat applicants are required to complete a comprehensive application similar to that for new applicants. In 2017 we are introducing a Legacy Grant Program which has a more streamlined application process.
While we appreciate the long term relationships we have with many of our grantees, we deliberately make room in our budget for new grantees each year. We also continue to refine our funding focus areas. This means that receipt of a grant one year does not guarantee future funding or an invitation to reapply.
Invitation to Apply
Grant awards by the Norman Raab Foundation are made through an invitation only application process. Prospective applicants will be contacted by the Foundation by email in early December 2016.
Our 2017 Grant Application program will be focused on projects within our Education program area. Only organizations providing Education programming will be invited to apply to our Grant Application program.
Applicants invited to apply to our Legacy Grant program may provide services within any of our program areas.
Before beginning the online application, please review the What we Fund and Eligibility & Alignment pages of our website. Allow plenty of time to complete the application as we may not be available to respond to questions immediately prior to a deadline.
Step 1. Letter of Inquiry
The first step of the application process is to complete a Letter of Inquiry (LOI) form using our online grant management system. The LOI is meant to provide a concise summary of the proposed project to the Foundation. Our Legacy Grant Program includes an application form only, and does not include an LOI form.
The majority of our awarded grants are project specific. Applicants who would like feedback on project selection as they develop their LOI may email us at email@example.com at least four weeks before the submittal deadline. This may be helpful in cases where the organization may have multiple programs that fit our focus areas. Each organization may submit one LOI per grant cycle. Organizations with active multiyear grants are not eligible to apply for repeat funding until their current grant period is complete.
Applicants will be contacted by the date shown in the Grantmaking Calendar with a Board decision regarding their LOI. Depending on the decision, the applicant will either be invited to submit a full application, will be asked for additional information, or will be declined.
Step 2. Grant Application
Organizations that are invited to move forward in the application process will have approximately six weeks after LOI decision notification to submit a full application, as shown on the Grantmaking Calendar. The Grant Application allows applicants to provide more detail and supporting documentation in order for our Board of Trustees to make a granting decision.
Applicants will be contacted by email with a Board decision by the date on the Grantmaking Calendar.
Successful applicants will receive a digital award letter and Grant Agreement to be completed and signed by the grantee. The Grant Agreement defines the mutual responsibilities of the grantor and grantee including required Grant Report(s) and must be returned to the Foundation before the grant check is awarded.
Unsuccessful applicants will receive a digital decision letter with some feedback about why their application was not approved.
Step 3. Reporting
Starting in our 2016 grant application cycle, successful applicants are required to complete one grant report during the standard one year grant cycle. This report allows the Foundation to understand the impact and effectiveness of its grantmaking. For one year grants, a Final Report is due approximately 2 months prior to the conclusion of the grant period. Grantees must be current on their required grant reports in order to be considered for the following year’s grant cycle. The report forms are accessible through the Grant Management System and available approximately six weeks before the due date.
Grant recipients who are invited to reapply the following year will be asked for a status update on their current grant in their Application form.
Multiyear grantees are required to submit an Annual Report one year from the award date and an additional Annual Report for each subsequent year of the grant. A Final Report is due one year after receipt of the final grant installment.
Prior year grantees should consult their Grant Agreement for the specific reporting requirements of their grant.
Review the detailed Application Instructions before applying.
The Norman Raab Foundation has one annual grantmaking cycle per fiscal year. Our 2017 Grant Cycle opens in December 2016 and concludes with grants being issued in summer 2017.
The table below highlights important dates associated with our 2017 grant cycle. Please note the calendar is subject to change.
Applicants should be aware that cutoff dates that fall on a non-business day will be extended to the next business day. For purposes of meeting the cutoff deadline, all forms must be submitted in the grant management system by 4:00 PM Pacific Time. Submittals received up to two weeks before each deadline are welcome but do not receive priority review.
2017 Grant Cycle
Standard Grant Program
Legacy Grant Program
|Online Application Process Opens||December 2, 2016||December 2, 2016|
|Letter of Inquiry (LOI) Due Date||January 27, 2017||n/a|
|LOI Decision Notifications||by March 17, 2017||n/a|
|Grant Application Due Date||April 28, 2017||January 27, 2017|
|Grant Decision Notifications*||by July 15, 2017||by April 1, 2017|
|Grant Distribution*||by July 30, 2017||by May 1, 2017|
* Grant Decision Notification and Grant Distribution Dates: Please note that the dates listed here are subject to change. The Grant Distribution Date is dependent on the Foundation’s receipt of the signed Grant Agreement. Most grants will be distributed within two weeks of the date listed here.
Prior year grantees should refer to their Grant Agreement for specific reporting requirements.
Grant requests to the Norman Raab Foundation are by invitation only. Once you have logged into the grant management system, use the access code provided by the Foundation to access the required forms.
The Norman Raab Foundation uses a secure online grant management system for grant applications and managing awarded grants. Application materials and grantee reports must be submitted using the online system. We appreciate your patience as we continue our transition to this new system.
If you are new to using this online system, review the following guidelines and tips:
Returning users log on to the system using your e-mail address and the password. Please do not create a second, new user account. There is a system prompt to assist if you need a password reminder.
The Registration Process
The registration process has four sections: (1) organization information, (2) your individual user information, (3) executive officer information, and (4) choosing your individual user password. The registration process is straightforward; however, its important to understand that each individual user is linked to a single organization. We prefer that the application is completed by an employee of the grantseeking organization. If you are submitting applications for more than one organization, you will need to register separately using a different email address for each organization.
Information that is required for registration is noted in the Applicant Registration Video Tutorial. During the registration process, you cannot save partial information; therefore, you should gather all required information before beginning the registration process.
Your user account ID is your e-mail address.
Updating Your Registration Information
To update your user information click on your name at the top right corner of the screen and select “Edit Profile” from the drop-down menu.
To update your organization’s or chief executive officer’s information contact us at firstname.lastname@example.org.
The Application Page
After you have registered you will be directed to the Application Page. On the left side of the screen you will see “requests” and two options underneath:
- Dashboard – (Application Status Page) This screen is your homepage where you can check the status of your grants. This page will display the form you just completed, the status of the form, and the next form in the process.
- Apply – (Application Page) This screen lists the available grants and is the portal to apply. You may choose to bookmark the login website address.
Learn How the System Works
Watch the Applicant Workflow Tutorial before using the online grant management system.
The online grant management system host company is planning a significant revision to the user interface of our system which will affect navigation and appearance. This revision is planned for release in early 2017. We plan to update these instructions and links to online tutorials when the new interface is released. We apologize in advance if you encounter outdated instructions posted here.
- Apply for a grant. The first step in the application process is to complete a Letter of Inquiry (LOI). To access the Letter of Inquiry, click "Apply" on the left side of the screen. Next, enter the access code provided by the Foundation into the box at the top right side of the screen to access the LOI form. If your LOI is approved, you will receive access to the Application.
- Manage your grant application by clicking “Dashboard” in the menu at the left side of the screen. The Application Status Page provides information regarding the status of open LOIs and grant applications. From this page, you can download completed application forms and see the status of an application form you have submitted. If you have saved but not submitted an application form, you must access the form on this page to complete and submit the form.
- Manage your awarded grants by clicking “Dashboard” in the menu at the left side of the screen. The Application Status Page provides information regarding awarded grants. From this page, you can see whether or not a grant has been awarded and complete required follow-up forms (grant reports) for awarded grants.
- View Agreement Letters and Other Correspondence on the Dashboard. Decision letters, grant agreements, and other documents are posted with the relevant grant record and accessible from the Dashboard.
Guidelines for Attachments
All file uploads must be Adobe PDF unless otherwise noted on the form. Only one file can be uploaded per question. Multiple documents must be combined into one file and then uploaded. If the document(s) that need to be attached to your form are not electronic or you need to combine multiple documents into a single file, our online system gives you the option to "Fax to File". This tool will convert documents from hard copy to digital format as a PDF file using a fax machine.
- Click “Fax to File” in the menu at the left side of the screen and read the instructions.
- Select “Request a Fax #”; a toll-free number will appear on the page.
- Load a document, or multiple documents that need to be consolidated into one file, into your fax machine.
- Dial the toll-free number. Send a separate fax for each individual file you wish to create.
- Select “Finished Faxing” when you are done and to see your list of files.
Save As You Go. Please remember to regularly save your work. The system will auto save every 20 minutes. You will automatically be logged out after 90 minutes of inactivity. We recommend that you save your forms frequently to decrease the chances of lost information. Please note that the “Save” button is located at the bottom of the form. We also recommend that you save your forms every time you upload a document.
Character Counts. The character counter at the bottom of narrative questions includes spaces as well as characters. Approximately one page of text is equivalent to 3400 characters. Please do not feel compelled to use up every character allotted to each question. Concise responses are appreciated.
Prepare Your Response Outside of the System. Applicants may choose to prepare your response in a document outside of the online system (e.g. Microsoft Word) and then copy and paste the text into the online form. If you prepare your application in this way, be sure to keep track of character limits. As noted above, character limits include spaces and characters. We recommend that you do not use formatting tools, as available in Microsoft Word, because the formatting will likely not transfer to the response area when pasted into the online system.
Answer All Required Fields. Required fields are marked with an asterisk(*). If you do not provide an answer for one of the required questions, you will not be able to submit your form. When a question is not applicable, respond with “N/A”.
File sizes. If your PDF upload file exceeds the maximum file size, consider using Adobe Acrobat to reduce the file size.
Print Before Submitting Forms. To print a draft of your form prior to or after submission, click “Print Packet” at the top of the form.
Submitting Forms. When you are ready to submit a form, select “Submit Form” at the bottom of the page. After the form is submitted, you will see a “Confirmation Page” indicating that the form has been submitted. Once the form is submitted, the responses entered into the form can no longer be edited. Be sure to make all necessary edits prior to the final submission.
Download Submitted Forms. Once you submit a form, you may download a PDF of that form to your computer for your records.
Pre-filled Responses. After the LOI stage, some questions are programmed so that the responses will populate from previously submitted forms to save you time. Contact the Foundation with any changes or updates to the information from your previous submittal.
System Generated Emails. You will receive periodic email notifications through the grant application process, including when forms are submitted, Board review decisions, and grant report reminders. Please add email@example.com to your safe email list.