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Formal Proposal

If a letter of inquiry receives a favorable response, the organization will be invited to submit a formal proposal through our online system.  Proposals should include the following information:

Organization Background: A concise summary of the organization’s purpose and history.

Project Information:

  • Problem Statement
  • Project Description
  • Goals and Objectives
  • Project’s Relevance to the Organization and Community
  • Intended Outcomes, Impacts, and Evaluation Methodology
  • Project Activities and Timeline

Project Staff: Names and qualifications of project staff.

References: List five references who are familiar with the organization’s work and the project (e.g., partners or peer organizations, participants, policymakers, public agency representatives, funders, academics, or experts in the field).  Do not include references who are directly affiliated with the organization (e.g., Board members, paid consultants). Include for each:

  • Name
  • Title
  • Affiliation
  • Direct telephone number (including extension)
  • Email address

Please attach the following information:

Fiscal Sponsor Commitment Form (if applicable): Your fiscal sponsor must sign the Fiscal Sponsor Commitment Form and upload the document to the application.  Fiscal Sponsor Commitment Form

Cover Letter: A one-page cover letter on your organization’s letterhead.

Project Budget:  An itemized project budget (not just the portion for which funding is requested from the Goldman Fund).  Sample Project Budget

  • Include dates covered, committed and anticipated revenue, and expenses.
  • Separate salaries from benefits.
  • Footnote acronyms, abbreviations, travel, overhead, line items labeled “other” or “miscellaneous”, and any other line items that require explanation.

Project Funding: A list of committed and pending grants for the project.  Sample Project Funding

  • Include foundation name, amount granted, and date funding was secured.
  • For multi-year grants, indicate the time span for the grant and the amount awarded for each year.

Organization Annual Budget:  The organization’s current annual budget.

  • Include fiscal year dates, revenue, and expenses.
  • Separate salaries from benefits.
  • Footnote acronyms, abbreviations, travel, overhead, line items labeled “other” or “miscellaneous”, and any other line items that require explanation.

Staff and Salary Information: Number of full-time equivalent staff, and highest, lowest, mean, and median salaries. Indicate the title associated with the highest salary.

**Please use:  Sample Staff and Salary Information

Organization Funding: A list of grants received by the organization within the past year (include grants listed in the Project Funding document).

  • Include foundation name, amount granted, and date funding was secured.
  • For multi-year grants, indicate the time span for the grant and the amount awarded for each year.

Board of Directors: A list of current Board members and officers. Only include name, professional or related affiliation, title, and city and state of residence.  Sample Board List

Balance Sheet: The most recent month-end balance sheet. Please footnote: deferred revenue, loans, negative net income, endowment and/or reserve fund, and any line items that require explanation.

Profit and Loss Statement: A profit and loss statement with a date that corresponds to the balance sheet submitted.

Audited Financial Statement: The most recent audited financial statement.

Supporting Documents: Other materials directly relevant to the project, such as media coverage, photos, architectural renderings, reports, or evaluations.

Requests for Capital Funding

To be eligible for capital campaign support, an organization must have personal financial contributions to the capital campaign from 100% of its Board of Directors. Attach a list that includes each Board member and his/her contribution. Board members who wish to remain anonymous publicly must still be named on the list and should be written as: John Smith (Anonymous). All information will be kept confidential within the foundation.

Sign In to Your Account

Access the account sign-in page to:

  1. Return to finish an application that you have saved, but not submitted.
  2. View your previous submissions.
  3. Access the Formal Proposal application if you have been invited.

*Note: Our online system works best when using Internet Explorer as your web browser.