Our Process

Letter Of Inquiry Invited Proposal Grant Reporting

Letter Of Inquiry

Please review these instructions for setting up an account in Fluxx

NEW IN 2023: Please review these instructions for setting up Multi-factor Authorization

Please review these instructions for submitting an LOI in Fluxx.

All requests begin with a Letter of Inquiry (LOI) submitted via Fluxx that provides an overview of your organization and the concept for which you seek funding. The LOI must be submitted via the form in Fluxx. You will be able to save your progress in Fluxx and return to it later, if needed. Before submitting an LOI, please check that you meet the preliminary eligibility requirements.

If your LOI and organization meet the eligibility requirements, a program officer will contact you to discuss the concept you have presented. They may work with you to refine your idea.

If the initial concept is determined to be a good fit with Coleman’s funding priorities, the program officer will invite you to submit a full proposal. This will require more details about your organization, request, budget, and anticipated outcomes. (Again, you will be able to save your form in Fluxx and return to it later. But once you click “Submit,” you will not be able to view or edit your proposal unless the program officer invites you to make updates.)

You will receive an email confirmation when your proposal is submitted. The program officer will continue to discuss the project with you to prepare it for final presentation to the Coleman Board of Directors.

Your program officer will notify you if your proposal is approved. A grant agreement which includes the reporting and payment schedule will be sent to you and executed using Docusign. Reports will be submitted online, and payments are made using ACH transfers.

Invited Proposal

If the Foundation has invited you to submit a proposal, please download and follow these instructions to submit your proposal in Fluxx.

Proposal Component Checklist:

An abstract of the program or project
Statement of organization’s history and accomplishments
Description of program or project
Statement of goals and how they will be evaluated
Program finance narrative to clarify budget
Budget for proposed program or project (using Budget Template)
Proof of non-profit tax status- 509(a)(1) or 501(c)(3)
List of organization’s Board of Directors
Current organization budget
Most recent audited financial statement

Downloads

How to submit a proposal in Fluxx

Proposal Budget

Grant Reporting

Approved grants are documented in an agreement executed by both the Foundation and the Grantee to confirm the terms of the grant. The grant agreement includes the schedule of payments and reporting requirements. The primary contact for the grant is responsible for submitting reports by the due date. Any request for extensions must be submitted in writing prior to the due date.

Reporting requirements include interim and/or final reports which describe the funded activity, the status of the project budget and budget expenditures are to be submitted in Fluxx. Grants are considered closed by The Foundation only after final reporting requirements have been submitted and approved.

Please follow these instructions to submit grant reports in Fluxx.

Downloads

Submitting a report in Fluxx

Budget Report (MS Excel)

Our Process

Downloads

Downloads

Sign Up For Our Newsletter