Procedures for Renewal Requests

The Foundation is striving to limit reporting requirements and would prefer information that is readily available.

1. Please provide Readily Available Materials* or Links* to information that include:
   • Update of Progress on your organization and projects
   • Goals for the current or upcoming year
   • Leadership and total number of staff and demographics
   • Brief fundraising update and goals

   * Readily available materials can be but are not limited to: generic boilerplate proposal or one sent to another funder, links to annual reports, newsletters or research reports. Links can just be listed on a separate document. Please provide only a limited number of referenced links that are noteworthy.

2. In addition to the narrative materials, please provide the following:
   • Financial Report for previous fiscal year that provides budget (condensed) to actuals with income and expenses and includes a brief financial narrative.
     (Download format directions and examples)
   • Current Organizational Condensed Budget
   • Project Budget - if applicable
   • List of Board Members with Affiliations and Board Demographics
   • Audited Financial Statement - if available
3. When you have assembled the above materials, submit them using the form on the right. Note: items will need to be uploaded to individual fields.

Attachments for Renewal Requests

Attach materials as requested. File formats must be .DOC, .DOCX .PDF, .XLS, or .XLSX unless otherwise noted. File size may not exceed 4MB.

• Readily Available Materials* - up to 4 documents that include:
  • Update of Progress on your organization and projects
  • Goals for the current or upcoming year
  • Leadership and total number of staff and demographics
  • Brief fundraising update and goals

  * Readily available materials can be but are not limited to: generic boilerplate proposal or one sent to another funder, links to annual reports, newsletters or research reports. Links can just be listed on a separate document. Please provide only a limited number of referenced links that are noteworthy.

• Financial Report for previous fiscal year that provides budget (condensed) to actuals with income and expenses and includes a brief financial narrative.
  (Download format directions and examples)
• Current Organizational Condensed Budget
• Project Budget - if applicable
• List of Board Members with Affiliations and Board Demographics
• Audited Financial Statement - if available

When you have attached the required materials, please submit your renewal request.