Criteria, Instructions and Conditions for Annual Grants
California Bar Foundation’s Annual Grants Program funds projects furthering its
mission of championing full and equal access to the justice system, investing
in the next generation of California's lawyers, educating Californians about
their rights and responsibilities under the law and promoting philanthropy in
the legal community.
Grant Cycle Grant Applications should be submitted for projects taking place in 2014. The Application Deadline for all applications for the 2013-2014 grant cycle is October 9, 2013, at 4:30 p.m. Applicants will be notified in writing of the grant decision in December 2013. Grant recipients will receive an award letter setting forth grant payment arrangements and a Grants Condition Form setting forth the terms and conditions of the grant.
Program Eligibility The Annual Grants Program is open to nonprofit organizations serving the public of California, local, minority, and specialty bar associations, the State Bar of California and California courts in support of projects that build a better justice system in furtherance of the Foundation’s mission. Grants are not awarded to individuals.
Funding Guidelines & Criteria
Grant Size: The California Bar Foundation will fund most grants at the $15,000-$25,000 level. The Foundation also intends to support a number of smaller projects at the $1,000-$10,000 level of funding.
Grant Duration: Although most grants will be single-year allocations, the Foundation will consider two-year grant proposals.
Priority Areas: For the 2013-2014 funding cycle, the Foundation will exclusively fund projects that fall within one or both of the following priority areas. Projects outside these priorities will not be considered for funding.
Rural --projects that improve or increase the delivery
of legal services and/or legal education to areas outside of the state's major
Diversity --projects that support and promote diversity in
the legal profession, including pre-law diversity pipeline programs targeting
students in elementary school through college.
Particular attention will be paid to:
Projects involving building and improving upon organizational effectiveness, including collaboration with other community organizations, management training and fund development.
The Foundation reserves the right to revise, change and expand its funding guidelines and criteria at any time, without notice, and may adopt additional criteria that it chooses not to publish. Indirect Cost Policy:
With regard to indirect costs*, the Foundation allows each of its grantees to determine the appropriate rate on a case-by-case basis depending on the nature of the project and the amount being requested. As a general rule, we prefer to fund only direct project costs. Institutional overhead subtracts from our ability to support a project, and we do not increase grants to cover indirect costs. We welcome an institution’s willingness to waive or reduce indirect costs, whenever possible, as evidence of its support for the project.
The rates provided below are the maximum rates allowed under the Foundation’s policy. A grantee with an actual indirect cost rate lower than the maximum rate provided above should not increase the funding request to the maximum allowed.
Indirect costs rates** for grants are subject to the following limitations:
0% Rate: Government Agencies, Other Private Foundations and Bar Associations
10% Rate: Universities and Community Colleges
15% Rate: Nonprofit organizations
* The Foundation defines indirect costs as non-program related expenses. If, for example, salary for staff or travel is essential to your project, those costs should be considered a program-related expense.
** The cost rate is calculated from a grant’s total budget, (i.e., 10% of a $10,000 budget is $1,000).
Instructions for Submission
All portions of the Grant Application (Cover Sheet, responses to the Questionnaire, Signature Page, and all supporting documentation) must be received by the Foundation by 4:30 p.m. on October 9, 2013.
* The entire application should be submitted as one pdf. The only exception is that any financial supplemental document that is over 20 pages should be submitted as a separate pdf.
Successful Applicants are required to sign a Grant Conditions Form agreeing to comply with the terms and conditions set forth by the Foundation, including but not limited to the following:
Provide the Foundation a year-end report describing the use of the entire amount funded and results of evaluations of the Project.
Acknowledge the California Bar Foundation on all printed materials and all publicity related to activities supported by Foundation grants.
Obtain approval from the Foundation in advance for material variances from either (a) the use of funds of a grant, or (b) the timeframe of the Project, as described in the Grant Application.
Provide requested documentation, including financials or evidence of tax exempt status, and accommodate reasonable site visits by the Foundation during the year in which grant funds are used by Applicant.
Questions? Program & Policy Director Natalia Merluzzi is available to answer questions or provide additional information. She may be reached at 415-856-0780, ext. 302 or email@example.com.