2014 Combined Grant Application Process and Instructions

2014 Combined Grant Application Process and Instructions

The 2014 combined grant application of the Atlanta Bar Foundation (“Foundation”) and Atlanta Bar Association Lawyer Referral and Information Service (“LRIS”) is attached. Interested organizations that meet the eligibility requirements set out in the applicable Appendix A or B may apply for grants from the Foundation and/or LRIS using a single application. If you wish to apply to both organizations for separate grants for different programs, please submit two separate applications and one set of supporting documents. All information and documents requested in these materials must be provided for an application to be considered.

A review committee comprised of representatives of the Foundation, LRIS, and Atlanta Bar Association Board of Directors will review all grant applications and make recommendations to the appropriate boards for their consideration and approval. The Foundation board will make a final determination as to recipients of Foundation grants. Recipients of LRIS grants will be determined by the LRIS board, with final approval of the Atlanta bar board. Recipients of grants in 2014 will be notified by December 20, 2014.

In this packet you will find the following information:  The 2014 Combined Grant Application

 Foundation Grant Conditions Agreement  LRIS Grant Conditions Agreement

 Financial Budget Form (LRIS Grant Applicants only)

All applicants should complete the Combined Grant Application and the Grant Conditions Agreement applicable to the grant being applied for and submit them with all requested attachments, no later than 5 p.m., Friday, October 31, 2014 to:

Terri Beck

Executive Director, Atlanta Bar Association Suite 400, International Tower 229 Peachtree Street, N.E. Atlanta, GA 30303 404-537-4949

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2014 Combined Grant Application

Please indicate to which organization(s) you are applying and in what amount. I am applying to the:

Atlanta Bar Foundation for a grant in the amount of $

Atlanta Bar Association Lawyer Referral & Information Service for a grant in the amount of $

Organization Name: Address:

Website Address: Executive Director:

Name:

Telephone No.: Email:

Contact Person (if other than Executive Director): Name:

Telephone No.: Email:

Organization’s Total Annual Budget: $

Program Budget (if applicable, for Program for which grant funds are being sought): $

Please indicate which category best describes the nature of your work: Pro bono legal services

Public service

Promote public understanding of the law Higher education scholarship

Other law-related program (please explain) Other (please explain)

1. Briefly describe your organization, including its organizational structure, current major initiatives and target audience. Please describe, giving specific examples, the scope of services that your organization has provided in the past and what services you continue to provide.

2. Describe your past and/or current relationship, if any, with the Atlanta Bar Association and/or its Sections or members, the Foundation and/or LRIS.

3. Describe the specific project, if any, for which you seek funds from the Foundation and/or LRIS.

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4. Explain how a grant from the Foundation and/or LRIS will help your organization fulfill your organization’s mission.

5. If you are applying for a grant from the Foundation, please explain how the work you would do with those funds would be consistent with the Foundation’s mission, which is “to support Atlanta-area pro bono legal service providers and Atlanta Bar Association and other pro bono and community service projects that assist youth, provide pro bono legal services, promote higher education through scholarships and promote public understanding of the law.”

6. If you are applying for a grant from LRIS, please explain how the work you would do with those funds would promote access to justice.

8. Explain, in detail, the proposed use of grant funds, and whether and how this funding fits within your organization’s total budget.

9. Describe the impact, if any, on your ongoing or anticipated services if the grant award is less than the amount requested.

10. List other sources of funding available for or being sought for the same/related purpose.

11. Please identify any funding sources previously available to your organization that are no longer available and explain why such funds are no longer available to you.

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12. Describe your client population demographically and geographically.

13. Has your organization received any funding from the Foundation in the past? If so, please provide the date, amount, and purpose of the funding. Please also describe the benefits and results the funding allowed you to achieve.

14. Has your organization received any funding from LRIS in the past? If so, please provide the date, amount, and purpose of the funding. Please also describe the benefits and results the funding allowed you to achieve.

15. Identify other organizations and/or partners participating in the project for which you seek funding, including their roles and financial support for the project.

16. List the number of staff in your organization, including the names of any staff that will have direct control over expenditure of grant monies.

17. Describe your plan for evaluation of the project.

18. Is your organization audited by an outside accounting firm?

19. What is the tax status of your organization?

In addition to the information and documentation requested above, please provide the following documents with your application:

1. List of the organization’s board of directors and officers, including affiliates, if any. 2. Audited financial statements for the past two fiscal years, including specific funding

sources, and any management letters received from your auditors related thereto. 3. Organization’s current fiscal year operating budget as well as your most recent

year-to-date operating statement.

4. Evidence of tax exempt status, if any, including a copy of the IRS determination letter confirming this status and a copy of your most recent IRS Form 990.

Submitted by: Title:

The applicant states that the answers and statements made on this application are true to the best of the applicant’s knowledge.

Appendix A Page 1 of 2

APPENDIX A

Atlanta Bar Foundation

The Atlanta Bar Foundation (“Foundation”) is a Section 501(c) (3) organization and the charitable arm of the Atlanta Bar Association. The Foundation’s mission is to support Atlanta-area pro bono legal service providers and Atlanta Bar Association and other pro bono and community service projects that assist youth, provide pro bono legal services, promote higher education through scholarships and promote public understanding of the law. All grants must be consistent with this mission.

Grants will not be made in support of the following:

 Organizations whose primary function is to allocate funds to other charitable organizations or projects

 Religious, political or lobbying purposes  Projects outside the Atlanta metropolitan area  Loans

Applicants should be aware that the Foundation will give priority in its grant making to charitable projects of the Atlanta Bar Association and its affiliated or related organizations.

By signing this agreement as part of the application requirement to be considered for a grant award from the Foundation, the grantee agrees to comply with the following provisions: 1. Applicant affirms that it will restrict the use of Foundation awarded funds to activities that are charitable within in the meaning of Section 501(c)(3) of the Internal Revenue Code. Applicant further agrees that all Foundation awarded funds will be used for and only for, the public, charitable purpose set forth in the grantee’s application and as described in the grant award letter. Upon making application for a grant, the applicant understands that the Foundation may award greater or lesser amounts of money than requested by the applicant. Any grantee that fails to comply with the conditions of this agreement will be required to return all grant funds awarded for the current grant year. 2. The Foundation grant application deadline is October 31, 2014. All grant recipients will

be notified by December 20, 2014.

3. For grantee’s application in successive years, the grantee will be expected to provide information about the prior grant, as may be requested.

4. A grantee that ceases to exist or operate, or does not carry out the purpose for which the grant was made shall immediately return all unused grant funds to the Foundation. 5. The grantee understands that a Foundation award of one grant does not obligate the

Foundation to make any additional awards to the grantee in subsequent years.

Grantee Name/Organization: Signed By:

Title: Date:

Appendix B Page 1 of 3

APPENDIX B

Atlanta Bar Association

Lawyer Referral & Information Service (LRIS)

By signing this agreement as part of the application requirement to be considered for a grant award from the Atlanta Bar Association Lawyer Referral & Information Service (LRIS), the grantee agrees to comply with the following provisions:

1. Applicant affirms that it will restrict the use of the Atlanta Bar Association’s Lawyer Referral & Information Service (LRIS) awarded funds to law-related activities that are charitable within in the meaning of Section 501(c)(3) of the Internal Revenue Code. Applicant further agrees that all received grant funds will be used for and only for, the public, charitable purpose set forth in the grantee’s application and as delimited in the grant award letter. Upon making application for a grant, the applicant understands that the Atlanta Bar Association’s LRIS may award greater or lesser amounts of money than requested by the applicant. Any grantee which fails to comply with the conditions of this agreement will be required to return all grant funds awarded for the current grant year. 2. The grant application deadline is October 31, 2014. All grants recipients will be notified

by December 20, 2014.

3. For grantee’s applying in successive years, the grantee shall furnish a report to the Atlanta Bar Association’s LRIS, comparing their prior year’s anticipated expenditures against actual expenditures.

4. The grantee agrees to provide Atlanta Bar Association’s LRIS, upon request, with a detailed report to account for the use of grant funds and, if asked, to make available for inspection financial records pertaining to the grant award.

5. A grantee which ceases to exist or operate, or which abandons any program or fails to complete such a program funded by an Atlanta Bar Association LRIS grant award shall immediately return all unused grant funds to the Atlanta Bar Association’s LRIS.

6. The grantee understands that the Atlanta Bar Association’s LRIS award of one grant does not obligate the Atlanta Bar Association’s LRIS to make any additional awards to the grantee in subsequent years.

7. The grantee agrees to acknowledge the Atlanta Bar Association’s LRIS as a grantor in its written materials and internet websites. Grantee further agrees to furnish the Atlanta Bar Association’s LRIS with copies of all such materials upon publication.

Grantee Name/Organization: Signed By:

Title: Date:

The mission of the Atlanta Bar Association Lawyer Referral and Information Service is to provide and promote access to the legal system through an organized referral service and grant program.

Appendix B Page 3 of 3

Please indicate how the funds you are requesting will be allocated to any of the catergories below

Financial Budget Form Organization Name: Budget Category Funds Requested Total Project Budget Total Org.

Budget Explanation

Personnel

Lawyers Both full & part time

Paralegals Both full & part time

Other Staff Non-Legal program staff

Benefits Retirement, insurance, etc.

Personnel Total $ - $ - $ -

Non-Personnel Cost

Space Rent, Utilities, Janitorial Exp

Equipment Rental Lease/rent funiture, fixtures, machines Supplies Paper, pens, other office materials Telephone Includes rental and long distance

Travel Directly related to program

implementation

Training Educational programs for staff Insurance Professional liability & property

Audit Expenses of annual audit

Litigation Court costs, witness fees, copies, etc Capital additions Equipment purchases & renovations Contract Services Payments to lawyers & consultants Other/please list below All expenses not included above Non-Personnel Total $ - $ - $ -