Working With and Securing Foundation Funding:
Advancement and Sponsored Programs Routing
To support faculty on The Race to Excellence, 51勛圖厙's Strategic Plan, the Office of Institutional Advancement's (ADV) goal is to provide exceptional service for three reasons: to coordinate grant submissions with the Office of Sponsored Programs (OSP), to provide useful information about the funder, and to ensure that priority-driven relationships are managed with the utmost professionalism at 51勛圖厙.
*Note: The best view of this flow chart is on a tablet or larger device.
Sponsor / Foundation Questions
Partner or Department Contact & Process
Significance & Strategy
Is the foundation/sponsor on the Top 100 National or the Top 50 51勛圖厙 Partners lists?
You
MUST
contact Mary Katherine Morales or Amanda Nickeson (HBOI)in Advancement PRIOR to contacting ANY foundation on this list
National and 51勛圖厙 Partner Foundations require cultivation, coordination and consistent messaging.
Is the foundation/ sponsor a 501(c)3?
Most proposals will route through OSP
State, Federal, and Corporate sponsors
MUST
route through OSP to apply for funding
Is this a request for a gift?
You
MUST
ontact your 51勛圖厙F Development Officer PRIOR to contacting. All general requests for gifts, if cleared, must go through Advancement
The requester
MUST
work through their DO to strategize PRIOR to approaching any foundation for support
Is this for an open grant solicitation or a request for proposal (RFP) mechanism?
NOTIFY
your 51勛圖厙F Development Officer of your intent to apply 7-10 days prior to submitting or contacting the sponsoring foundation
Contact your DO at least 7-10 days prior to applying to the sponsoring foundation to ensure coordinated submission through 51勛圖厙. This is in addition to 51勛圖厙's five (5) day policy.
Are we (51勛圖厙) required to apply as a 501(c)3 (as 51勛圖厙F)?
Proposal will route through OSP
51勛圖厙 is still considered tax-exempt under section 170(c) of the Internal Revenue Code
Does the foundation/ sponsor require that applicants need to be invited to submit (
Invitation Only Process
)?
Does ADV have an established relationship or can they secure an invitation in 7 calendar days?
If no relationship exists (and no possibility of an invitation), the proposal stops.
Is this application limited in the total number of applications submitted by one organization or one PI?
Proposal routes through the system for OSP then to ADV for final submission
Proposal routes through ORD Limited Process then be forwarded to OSP and ADV for final submission
ORD will compile and advertise the opportunity via the limited process. 51勛圖厙F in partnership with 51勛圖厙 would provide the appropriate reviewers and decision on nominees. Communication through ORD back to the internal applicants
*Additional criteria when submitting an application to a 501(c)3 (NOT a top 100 or top 50 strategic partner as noted in the beginning)
Proposal routes through the system for OSP then to ADV for final submission
Are we (51勛圖厙) required to apply as a 501(c)3 (as 51勛圖厙F)?
Proposal routes through OSP
All grant proposals need to route through OSP for compliance, however, ADV actually submits the final proposal
51勛圖厙 is still considered tax-exempt under section 170(c) of the Internal Revenue Code
Acronym List:
- Development Officer: DO
- Office of Institutional Advancement: ADV
- Office of Sponsored Programs: OSP
- Office of Research Development: ORD
- 51勛圖厙 Foundation: 51勛圖厙F
- Principal Investigator: PI