Guidelines for Giving
The TD Charitable Foundation provides financial support through its grant application process to organizations providing service in the areas of focus outlined in our mission statement: Affordable Housing, Education/Financial Literacy and the Environment.
- Wherever possible, contributions should be programmatic in nature and focus, and add value to the scope of services offered by an organization. The benefits of the program should be detailed, quantifiable and included as part of the grant application process.
- Organizations may apply for full or partial funding of a particular program.
- The TD Charitable Foundation supports organizations and programs that improve the lives of community members within our geographic footprint.
- Special consideration is given to programs which support low- to moderate-income individuals by providing services, training or education which improve the quality of life and provide opportunities for advancement.
- The TD Charitable Foundation has an interest in providing support to fund collaborative programs and programs which bring new dollars into the community.
- Only one grant will be awarded to a non-profit organization per calendar year. If renewed funding is desired, the organization must submit a new request.
- Grants are typically not made for general operating efforts or to create endowments.
- Capital campaigns and multi-year commitments are strongly discouraged.
- The projects, programs, and activities for which you seek funding must comply with the TD Charitable Foundation's anti-discrimination policy.
The TD Charitable Foundation funds only charitable, non-profit organizations as defined by section 501(c)(3) of the IRS tax code, public schools and other qualified state or local governmental entities. The following types of organizations, activities or purposes are not funded:
- Programs serving residents of communities outside our geographic footprint
- Private foundations
- Political candidates, lobbying or advocacy organizations
- Organizations with a limited constituency, such as fraternal, labor or veterans groups
- Religious organizations
- Athletic teams or social groups
- Organizations that discriminate on the basis of race, national or ethnic origin, color, religion, age, sex, sexual orientation, marital status, family status, veteran status, disability or other characteristic protected by law
- Organizations or events which are not open to members of the general public
- Research organizations or projects
- Fundraising events (e.g., golf tournaments, school events)
- Annual appeals
- Travel or conference expense for the organization's employees
- Funds to pay down operating deficits
- Trip and tours by groups or individuals
- Endowment funds
- Capital campaigns and multi-year commitments (some exceptions are made)
- Programs previously funded by the TD Charitable Foundation in the current calendar year
Grant Application Checklist
The TD Charitable Foundation uses an online grant application process. Paper applications will be accepted on an exception-basis only.
The online grant application process begins with the submission of the organization's Tax Identification Number (TIN) followed by an eligibility quiz. If your organization and program are eligible for a grant, you will access the TD Charitable Foundation Grant Application.
Technical assistance during the online application process is available via the "Contact Us" link found at the top of each application page.
The grant application consists of the following seven sections:
- Acceptance of Grant Conditions, should your organization be chosen for funding
- General Organization Information
(e.g., name, address, phone number, website address, etc.)
- Contact Information
(e.g., top executive information and request contact information if different)
- Additional Organization Information
(e.g., year founded, mission, organization type, staff and volunteer information, etc.)
- Organization Financial Information
(e.g., total revenue, total expense, net assets, explanation regarding any significant changes in net assets position, in expense structure or/and in revenue generation, top funders, etc.)
- Request Information
(e.g., program title, requested grant amount, program budget, etc.)
- Required documents
In order for your funding request to be considered, the following four required documents must be attached to the online grant application:
- A detailed program proposal (three pages maximum)
The following should be included in the detailed program proposal:
A list of your organization's Board members including their board position, their employer and their job title
Last available audited financial statement or a copy of filed tax form, if the organization does not have an audit performed
A copy of the 501(c)(3) federal tax exemption letter of determination and, if applicable, evidence of your organization's authority to operate under the 501(c)(3) of another organization; Or, a letter on official letterhead providing the nine-digit tax identification number of the applying government entity or public school and signed by the senior officer
- A brief background of your organization and a history of its programs
- A detailed description of the program for which your organization seeks funding, including the objectives of the program
- A description of the need of the program, including the population and the geographical area served, and identification of any gaps in existing services or programs which would be met through funding this proposal
- A timetable of the program
- A detailed budget for the program
- The other funding sources of your organization which will support this program (please list the top five contributors)
- A description of measurement tools you will use to determine the success of the program
- A detailed communication and public relations plans to publicize this grant and its results
Grant Review Process
The TD Charitable Foundation grants committee meets on a quarterly basis to consider grant application requests. Timing of these meetings is based on county/state. See the calendar
for more information about your county.
Generally these meetings occur during the third week of the month. Prior to these meetings, community relations managers meet with local market teams to determine recommendations to the grants committee.
A notification letter is sent to all applicants no later than two weeks following the grants committee meeting.