Financial Literacy

*Required
Submitted By (Name)*
First Last
Job Title*
Credit Union*
Address*
Street Address Address Line 2 City State ZIP Code
Email*
Phone*
Project Name*
Total Program Costs*
Grant Request*
Does project require your credit union's Board approval?*
- Yes
- No
If "yes", approval was received on (date)
MM slash DD slash YYYY

Important Considerations:
1. Will your project be financially self-sustaining at end of the grant period?*
- Yes
- No
Notes:
2. Will your project have a positive impact on the financial self-sufficiency of your members and/or the target population for your project?*
- Yes
- No
If yes, how?
3. Does the project support the Credit Union Foundation's mission?*
- Yes
- No
If yes, how?
4. What is the desired time schedule? (When would you begin the project?)*
MM slash DD slash YYYY
5. Will other credit unions, institutions, or agencies be involved in this project?*
- Yes
- No
If yes, please list the organizations and describe their participation in the project.
Organization
Role
Organization
Role
Organization
Role
Organization
Role
Organization
Role
Background: What is the financial literacy problem you will solve? (Describe the problem and how it affects Maryland and District of Columbia Credit Union members and/or communities). What or who is the target population or service area affected? How will your approach solve the problem? What is your approach the most appropriate to take?*
Objectives: Describe your proposed project:*
Procedure: How will you initiate and perform your program? (Your proposed tasks should have a logical progression about them so a reviewer may see their relationship to your goals. Well-described project tasks will also be helpful in identifying and justifying budget items. List any specific scheduling for various phases or action items of the project.)*
Evaluation: How will you know your project works? (All projects should include a component to evaluate their effectiveness and to identify program elements requiring further change. This component should describe how the evaluation would be conducted, when it will occur during the project period, who will carry out the evaluation, and what the criteria for the evaluation will be. The evaluation should probably not be conducted by persons connected with the performance or administration of the project.)*
Future Funding: Will continued funding be required to sustain this project? What source(s) of future funding have you identified?*

Itemize below the proposed budget for your project. Include all costs, even if you are not asking for Foundation support for them. This sheet should reflect the entire cost of performing the project. If exact cost is not known, list estimated cost. These figures should relate directly to the various tasks involved in the project. If other sources of funding are being used for the project, list the amount and source.
A: Human Resource Costs
List all payroll/benefit costs relating to project
A: Description
A: Cost (1)
A: Description
A: Cost (2)*
A: Description
A: Cost (3)*
A: Description
A: Cost (4)*
Subtotal (A) - Human Resource Costs
B: Equipment
List all items relating to this project
B: Item Source (1)
B: Cost (1)
B: Item Source (2)
B: Cost (2)*
B: Item Source (3)
B: Cost (3)*
B: Item Source (4)
B: Cost (4)*
Subtotal (B) - Equipment
C: Supplies & Refreshments
List all items involved in supplies and refreshments
C: Item Source (1)
C: Cost (1)
C: Item Source (2)
C: Cost (2)*
C: Item Source (3)
C: Cost (3)*
C: Item Source (4)
C: Cost (4)*
Subtotal (C) - Supplies & Refreshments
D: Facilities
List all items involved in rent, preparing facilities, etc.
D: Item Source (1)
D: Cost (1)
D: Item Source (2)
D: Cost (2)*
D: Item Source (3)
D: Cost (3)*
D: Item Source (4)
D: Cost (4)*
Subtotal (D) - Facilities
E: Other Expenses
List all other expenses. Itemize travel, telephone, printing, etc.
E: Item Source (1)
E: Cost (1)
E: Item Source (2)
E: Cost (2)*
E: Item Source (3)
E: Cost (3)*
E: Item Source (4)
E: Cost (4)*
Subtotal (E) - Other
Total Project Budget
Minus Grant Request (Max $1,000)
Minus Grant Request (Max $1,000)
Your Financial Commitment To The Project
Your Financial Commitment To The Project

Step 1 of 4

Important Considerations:

A: Human Resource Costs

B: Equipment

C: Supplies & Refreshments

D: Facilities

E: Other Expenses