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 The
Grantmaking Calendar
- OCF Fiscal year begins January 1 and ends December 31.
- There are two main opportunities for fund advisors
to recommend grants from a fund:
- Fund Advisors receive a semi-annual packet (see below)
in March and September
- Grant Recommendations may be made in March and April
to be approved at Board meeting in May or September
and October to be approved at the Board meeting in
November
- Advisors receive a semi-annual mailing (see below) that includes
a fund financial statement.
- If there are special needs, grants may be recommended each month.
The Foundation will not contact advisors prior to those dates.
- Staff is available at any time to answer questions and provide
information about your fund, or the nonprofit status of any organization.
Fund Advisor
Packet
In concert with OCF’s two primary grantmaking
cycles in spring and fall, the Foundation sends information packets
to Fund Advisors in March and September to seek grant recommendations.
The Packet includes:
- A fund financial statement that shows the amount
available for grants
- A grant recommendation form (download
.pdf)
- A list of recent grants from the fund
- Grant suggestions based on charitable interests
(unless requested otherwise)
The Grant Recommendation Process
- Advisors submit grant recommendations in writing
prior to grant cycle deadlines via mail, email or fax (download
Grant Recommendation Form)
- OCF staff is available to provide information
and undertake research on organizations and projects
- OCF evaluates organizations recommended to receive
grants—reviewing financial, board and program information,
and confirming non-profit status
- OCF's board of directors reviews all grant recommendations
for approval
- Following approval, grant checks and award letters
are mailed to the recipient organizations
- Grant award letters include the name of your
Advised Fund, how the grant money is to be used, and a fund contact
name and address so that the organization can personally thank
you
- Fund Advisors receive confirmation from OCF
that grant recomendations were approved and paid
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