How to Apply

Application Procedures

Step 1:
Review the section on ´Do We Qualify?´ to determine whether your organization and the particular programs or projects for which you are seeking funding qualify for a grant.
 

Step 2:
Before submitting a full proposal, send a letter of inquiry to Deborah D. Hoover, President, The Burton D. Morgan Foundation, 22 Aurora Street, Hudson, OH 44236. The letter must include a brief description of the project, the amount of the request, and the organization´s Employer Identification Number (EIN).  
 

Step 3:
You must receive approval from the Foundation before you submit a full proposal. There is no application form. Full proposals should be unbound and accompanied by a cover letter which states clearly and concisely the purposes of the grant requested. Only one copy is required. Proposals should include:

1. A description of the projects or programs for which the applicant is seeking funding.
2. An explanation of the need for the programs or projects.
3. A statement of the objectives of the programs or projects.
4. A description of the outcomes expected from the programs or projects.
5. A definition of the groups and numbers served by the programs or projects.
6. The names and qualifications of program or project staff.
7. An explanation of the procedures that will be used to evaluate the success of the programs or projects.
8. A timetable for program or project activities and the period of time during which grant funds will be expended.
9. A brief account of the applicant’s history, mission, and current programs.
10. A brief statement about the applicant’s collaborations with other organizations.
11. A list of the current members of the applicant’s board of trustees.
12. A current year budget for the organization and relevant project or program budgets.
13. A list of (a) actual and (b) potential grants for support of the particular programs or projects for which funding is requested and a list of major grants received from corporations and foundations in Northeast Ohio for any purpose during the previous twelve months.
14. An explanation of long-term strategies for funding the projects or programs.
15. Audited financial statements for the applicant’s two most recently completed fiscal years. (The Foundation may request additional financial information.)
16. The current value of the applicant’s endowment (if applicable), an indication of the percentage of that endowment which is donor-restricted, and an explanation of the spending and investment policies governing that endowment.
17. A copy of the applicant’s most recent annual report (if published).
18. If the organization received recognition as a public charity within the last five years, its Internal Revenue Service Form 1023 must be included.
19. A complete copy of the applicant’s most recent Form 990, including Schedule A.
20. A completed draft of the Grant Applicants´ Objectives Chart. (See link to chart at top of page.)
     

At its discretion, the applicant may supplement the proposal with additional materials.

Any questions about application procedures should be referred to Leslie Nelson, Senior Program Officer, at (330) 655-7929 or lnelson@bdmorganfdn.org.