NEIGHBORHOOD PLANNING GRANT APPLICATION
Preview Form
This is an example of the application questions with which you will be presented. It is recommended that you compose the answers to the paragraph questions in a word processing program and then cut and paste that text into the online application.
Contact Information
*Salutation
(Text)(100 character maximum)
Instructions:
  • Enter the contact person's salutation (Mr., Ms., Mrs., Dr., etc.)
  • *First Name
    (Text)(40 character maximum)
    Instructions:
    *Last Name
    (Text)(40 character maximum)
    Instructions:
    *Title
    (Text)(50 character maximum)
    Instructions:
    *Address
    (Text)(100 character maximum)
    Instructions:
    *City
    (Text)(50 character maximum)
    Instructions:
    *State
    (Single-Select List)
    • (Not Applicable)
    • Alabama
    • Alaska
    • American Samoa
    • Arizona
    • Arkansas
    • Armed Forces Africa/Canada/Europe/Middle East
    • Armed Forces Americas (except Canada)
    • Armed Forces Pacific
    • California
    • Colorado
    • Connecticut
    • Delaware
    • District of Columbia
    • Federated States of Micronesia
    • Florida
    • Georgia
    • Guam
    • Hawaii
    • Idaho
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Kentucky
    • Louisiana
    • Maine
    • Marshall Islands
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Mississippi
    • Missouri
    • Montana
    • Nebraska
    • Nevada
    • New Hampshire
    • New Jersey
    • New Mexico
    • New York
    • North Carolina
    • North Dakota
    • Northern Mariana Islands
    • Ohio
    • Oklahoma
    • Oregon
    • Palau
    • Pennsylvania
    • Puerto Rico
    • Rhode Island
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Vermont
    • Virgin Islands
    • Virginia
    • Washington
    • West Virginia
    • Wisconsin
    • Wyoming
    Instructions:
    *ZIP Code
    (Text)(20 character maximum)
    Instructions:
    *E-mail Address
    (Text)(100 character maximum)
    Instructions:
    *Telephone
    (Text)(30 character maximum)
    Instructions:
    Extension
    (Text)(500 character maximum)
    Instructions:
  • If Applicable
  • Cell Phone
    (Text)(500 character maximum)
    Instructions:
  • Not Required
  • Organization Information
    Official Name
    (Text)(100 character maximum)
    Instructions:
  • Name associated with specific tax ID in the IRS business master file
  • *Legal Name
    (Text)(100 character maximum)
    Instructions:
  • What is the legal name of your organization?
  • AKA Name
    (Text)(100 character maximum)
    Instructions:
  • If your organization is known by another name please enter the name here.
  • *Address
    (Text)(100 character maximum)
    Instructions:
    *City
    (Text)(50 character maximum)
    Instructions:
    *State
    (Single-Select List)
    • (Not Applicable)
    • Alabama
    • Alaska
    • American Samoa
    • Arizona
    • Arkansas
    • Armed Forces Africa/Canada/Europe/Middle East
    • Armed Forces Americas (except Canada)
    • Armed Forces Pacific
    • California
    • Colorado
    • Connecticut
    • Delaware
    • District of Columbia
    • Federated States of Micronesia
    • Florida
    • Georgia
    • Guam
    • Hawaii
    • Idaho
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Kentucky
    • Louisiana
    • Maine
    • Marshall Islands
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Mississippi
    • Missouri
    • Montana
    • Nebraska
    • Nevada
    • New Hampshire
    • New Jersey
    • New Mexico
    • New York
    • North Carolina
    • North Dakota
    • Northern Mariana Islands
    • Ohio
    • Oklahoma
    • Oregon
    • Palau
    • Pennsylvania
    • Puerto Rico
    • Rhode Island
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Vermont
    • Virgin Islands
    • Virginia
    • Washington
    • West Virginia
    • Wisconsin
    • Wyoming
    Instructions:
    *ZIP Code
    (Text)(20 character maximum)
    Instructions:
    *Organization’s Main Phone Number
    (Text)(30 character maximum)
    Instructions:
    *Organization’s Website Address
    (Text)(100 character maximum)
    Instructions:
    *Year Organization was Established
    (Number)(4 character maximum)
    Instructions:
    *Mission Statement
    (Paragraph)(500 character maximum)
    Instructions:
  • Provide a very brief mission statement for your organization.
  • *Executive Director/Lead Officer
    (Text)(100 character maximum)
    Instructions:
  • Enter the name and title of the organization’s executive director or lead officer.
  • *E-mail Address
    (Text)(100 character maximum)
    Instructions:
    Project Overview
    *Project Title
    (Text)(255 character maximum)
    Instructions:
  • Provide the name of your project (e.g., ABC Neighborhood Revitalization Plan)
  • *Target Neighborhood
    (Text)(255 character maximum)
    Instructions:
  • Provide the name of the neighborhood targeted for this project.
  • *Requested Time Frame
    (Number)(15 character maximum)
    Instructions:
  • Requested length of grant period (months). Foundation planning grants are funded over 12-18 months.
  • *Project Description
    (Paragraph)(2000 character maximum)
    Instructions:
  • Please provide a detailed description of the proposed planning process. Please cover each of the following topics: Describe the project, including why this is the right time to plan, and why you have chosen the neighborhood. Describe the organization's history working in the target neighborhood. Please also share information about the partners you have identified as well as what you expect to achieve during the planning process.
  • Detailed Planning Budget
    Instructions:
  • Please complete the following budget information

  • *Requested Grant Amount
    (Currency)(20 character maximum)
    Instructions:
  • Enter (in US dollars) the request to the Wells Fargo Regional Foundation.
  • *Planning Consultant Costs
    (Currency)(20 character maximum)
    Instructions:
  • Enter (in US dollars) the portion of the budget dedicated to planning consultants.
  • *Resident Survey Costs
    (Currency)(20 character maximum)
    Instructions:
  • Enter (in US dollars) the portion of the budget dedicated to conducting the resident survey (e.g. conducting the door-to-door survey and inputting data).
  • *Staff Time Costs
    (Currency)(20 character maximum)
    Instructions:
  • Enter (in US dollars) the portion of the budget allocated to staff time spent overseeing the planning process.
  • *Total Overall Planning Budget
    (Currency)(20 character maximum)
    Instructions:
  • Enter (in US dollars) the total planning budget estimated for the neighborhood planning process, which may include any dollars requested from other funders as well as operating dollars budgeted towards the project.
  • Organization Details
    *Organization Background
    (Paragraph)(2000 character maximum)
    Instructions:
  • Please cover each of the following topics: Summarize how your organization implements its mission, noting your core competencies and identifying signature programs and/or services. Briefly describe your organization’s history, including accomplishments from former planning efforts. Describe why your organization is the right one to lead the planning project.
  • *Full Time Employees
    (Number)(15 character maximum)
    Instructions:
  • Number of Full-Time Employees
  • *Part Time Employees
    (Number)(15 character maximum)
    Instructions:
  • Number of Part-Time Employees
  • *Consultants?
    (Yes/No)
    Instructions:
  • Do you work with consultants?
  • Using Consultants
    (Paragraph)(2000 character maximum)
    Instructions:
  • How do you use these consultants?
  • *Organization's Programs
    (Paragraph)(2000 character maximum)
    Instructions:
  • Provide a brief outline of the organization's programs, and track record of accomplishments and successful projects completed.
  • *Organization's Niche
    (Paragraph)(2000 character maximum)
    Instructions:
  • What is the organization's role or niche in serving its community?
  • *Governance Structure
    (Paragraph)(2000 character maximum)
    Instructions:
  • Briefly describe your governance structure including: the number of directors serving; the composition of your board (e.g., backgrounds, titles, experience); as well as the committee structure for your board (number and types of committees, frequency of meetings, etc.).
  • *Board Relationship
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the Board's working relationship with the staff, its level of engagement and involvement, and its level of advocacy for the organization.
  • *Staff Leadership
    (Paragraph)(2000 character maximum)
    Instructions:
  • List and briefly describe your organization’s top 3 leaders who will be involved in this neighborhood planning project, their titles, brief bios, and their tenure with the organization.
  • *Management Structure
    (Paragraph)(2000 character maximum)
    Instructions:
  • Briefly describe your organization’s management structure and how managers will be involved in this neighborhood planning project.
  • *Management Depth
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the depth of management in your organization.
  • *Succession Planning
    (Paragraph)(2000 character maximum)
    Instructions:
  • What is the status of succession planning for your organization?
  • *Strategic Planning
    (Paragraph)(2000 character maximum)
    Instructions:
  • When was the last time the organization completed a strategic planning process? Where is the organization now in the process? How would a neighborhood plan align with your organization’s strategic plan?
  • *Development Stage
    (Single-Select List)
    • Start-Up
    • Emerging
    • Growing
    • Mature
    Instructions:
  • Please check the category which best describes the development stage of the organization.
  • *Describe Development Stage
    (Paragraph)(2000 character maximum)
    Instructions:
  • Explain why you chose the developmental stage listed in the previous question.
  • *Organizational Challenges
    (Paragraph)(2000 character maximum)
    Instructions:
  • What are the greatest challenges your organization faces in its current stage of development, and how do these challenges affect its ability to deliver services/projects and its ability to raise funds?
  • *Operating Budget
    (Currency)(20 character maximum)
    Instructions:
  • Enter your total operating budget at the end of the most recent fiscal year.
  • *Operating Revenue
    (Currency)(20 character maximum)
    Instructions:
  • Enter your total operating revenue at the end of the most recent fiscal year.
  • *Operating Expenses
    (Currency)(20 character maximum)
    Instructions:
  • Enter your total operating expenses at the end of the most recent fiscal year.
  • *Financial Health
    (Single-Select List)
    • Exceptional
    • Strong
    • Acceptable
    • Weak
    • Insolvent
    Instructions:
  • Select which best describes the financial health of your organization.
  • *Financial Health Detail
    (Paragraph)(2000 character maximum)
    Instructions:
  • Provide a more detailed description explaining the financial health of your organization based on the category you selected in the previous question and per the information provided in your audited statements. What is the average cash on hand for the last three years? Do you have an operating reserve? Discuss any deficits that may have occurred in the past three fiscal years. Explain the strength of your balance sheet. If you did not receive an unqualified opinion in your past three audited reports, please explain the steps you have taken to address any issues. (Note: Three years of financial audited statements must be provided to be eligible for funding).
  • *Funding Sources
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the organization’s primary funding sources and fundraising strategies. If the organization’s funding has declined, explain why. If the organization’s funding has increased, explain why.
  • *Best Practices
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe how your organization stays abreast of best practices in community and economic development. How does your organization use best practices in the field to inform your operations, programs and services?
  • *Prior WFRF funding?
    (Yes/No)
    Instructions:
  • Has your organization been supported in the past by the Wells Fargo Regional Foundation?
  • Prior WFRF Funding
    (Paragraph)(2000 character maximum)
    Instructions:
  • Briefly describe the history of your relationship with the Wells Fargo Regional Foundation, including previous grant support (with dates).
  • *Prior Neighborhood Planning
    (Paragraph)(2000 character maximum)
    Instructions:
  • If your organization has engaged in neighborhood planning in the past, how did you engage residents and neighborhood stakeholders? Please be specific about how your prior experience will inform your resident engagement strategies.
  • *Performance-Based Grants
    (Paragraph)(2000 character maximum)
    Instructions:
  • What is the organization's experience with performance-based grants?
  • *Evaluation Experience
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe your organization's experience in evaluating neighborhood initiatives and projects.
  • Neighborhood Overview
    *Neighborhood Size
    (Number)(15 character maximum)
    Instructions:
  • How many square miles is the target neighborhood?
  • *Neighborhood City/Municipality
    (Text)(255 character maximum)
    Instructions:
  • In what city or municipality does the target neighborhood reside?
  • *Neighborhood County
    (Text)(255 character maximum)
    Instructions:
  • In what county does the target neighborhood reside?
  • *Neighborhood Borders
    (Paragraph)(2000 character maximum)
    Instructions:
  • What are the streets that border the target neighborhood?
  • *Neighborhood Census Tracts
    (Paragraph)(2000 character maximum)
    Instructions:
  • What are the primary census tracts for the target neighborhood?
  • *Neighborhood Population Size
    (Number)(15 character maximum)
    Instructions:
  • How many people live within the target neighborhood?
  • *Neighborhood Setting
    (Single-Select List)
    • Large Urban
    • Small Urban
    • Inner Ring Suburb
    • Outer-Ring Suburb
    • Rural
    Instructions:
  • Select the setting which best describes the neighborhood.
  • *Neighborhood Age Distribution
    (Percentage List)
    • Children (Birth - 17 years)
    • Young Adults (18-24 years)
    • Adults (25-61 years)
    • Senior Citizens (62 years+)
    • All Ages (only use if breakdown is unknown)
    Instructions:
  • What is the neighborhood's age distribution?

    Enter whole numbers only. All values must total 100 percent.
  • *Neighborhood Ethnicity/Race
    (Percentage List)
    • American Indian & Alaska Native
    • Asian
    • Black
    • Hispanic or Latino origin
    • Native Hawaiian & Other Pacific Islander
    • Persons reporting two or more races
    • White
    Instructions:
  • What is the distribution of ethnicity and race in the neighborhood?

    Enter whole numbers only. All values must total 100 percent.
  • *Neighborhood Gender
    (Percentage List)
    • Men
    • Women
    Instructions:
  • What is the neighborhood's gender distribution?

    Enter whole numbers only. All values must total 100 percent.
  • *Neighborhood Education
    (Percentage List)
    • College
    • Some College
    • High School
    • Less than High School
    Instructions:
  • What are the education levels of the residents?

    Enter whole numbers only. Percentages must total 100%.
  • *Neighborhood Crime and Safety
    (Paragraph)(2000 character maximum)
    Instructions:
  • What are the crime and safety issues in the target neighborhood(s)?
  • *Police Department Relationship
    (Paragraph)(2000 character maximum)
    Instructions:
  • Do you have a relationship with the local Police Department? If so, please describe. Do you get any information from the Police Department? If so, what trends are you seeing?
  • *Crime Reduction Strategies
    (Paragraph)(2000 character maximum)
    Instructions:
  • Please describe any current or planned crime reduction strategies or programs.
  • Neighborhood Area Detail
    Instructions:
    *Neighborhood Poverty
    (Number)(15 character maximum)
    Instructions:
  • What percent of residents live in poverty?
  • *Neighborhood Median Income
    (Currency)(20 character maximum)
    Instructions:
  • What is the median household income for the neighborhood?
  • *Neighborhood Unemployment
    (Number)(15 character maximum)
    Instructions:
  • What is the neighborhood's average unemployment rate?
  • *Neighborhood Housing Vacancy Rate
    (Number)(15 character maximum)
    Instructions:
  • What is the neighborhood's housing vacancy rate?
  • *Neighborhood Owner Occupancy Rate
    (Number)(15 character maximum)
    Instructions:
  • What is the neighborhood's owner occupancy rate?
  • *Neighborhood Median Housing Price
    (Currency)(20 character maximum)
    Instructions:
  • What is the neighborhood's median housing price?
  • *Data sources - Neighborhood
    (Paragraph)(2000 character maximum)
    Instructions:
  • Please cite the source(s) for the data you listed above.
  • *Timeframe - Neigborhood
    (Text)(500 character maximum)
    Instructions:
  • Please note the timeframe for the referenced data (e.g., Census 2010, Policy Map 2012, etc).
  • City Area Detail
    Instructions:
    *City Poverty
    (Number)(15 character maximum)
    Instructions:
  • What percent of city residents live in poverty?
  • *City Median Income
    (Currency)(20 character maximum)
    Instructions:
  • What is the median household income for the city?
  • *City Unemployment
    (Number)(15 character maximum)
    Instructions:
  • What is the city's average unemployment rate?
  • *City Housing Vacancy Rate
    (Number)(15 character maximum)
    Instructions:
  • What is the city's housing vacancy rate?
  • *City Owner Occupancy Rate
    (Number)(15 character maximum)
    Instructions:
  • What is the city's owner occupancy rate?
  • *City Median Housing Price
    (Currency)(20 character maximum)
    Instructions:
  • What is the city's median housing price?
  • *Data sources - City
    (Paragraph)(2000 character maximum)
    Instructions:
  • Please cite the source(s) for the data you listed above.
  • *Timeframe - City
    (Text)(500 character maximum)
    Instructions:
  • Please note the timeframe for the referenced data (e.g., Census 2010, Policy Map 2012, etc).
  • County Area Detail
    Instructions:
    *County Poverty
    (Number)(15 character maximum)
    Instructions:
  • What percent of county residents live in poverty?
  • *County Median Income
    (Currency)(20 character maximum)
    Instructions:
  • What is the median household income for the county?
  • *County Unemployment
    (Number)(15 character maximum)
    Instructions:
  • What is the county's average unemployment rate?
  • *County Housing Vacancy Rate
    (Number)(15 character maximum)
    Instructions:
  • What is the county's housing vacancy rate?
  • *County Owner Occupancy Rate
    (Number)(15 character maximum)
    Instructions:
  • What is the county's owner occupancy rate?
  • *County Median Housing Price
    (Currency)(20 character maximum)
    Instructions:
  • What is the county's median housing price?
  • *Data sources - County
    (Paragraph)(2000 character maximum)
    Instructions:
  • Please cite the source(s) for the data you listed above.
  • *Timeframe - County
    (Text)(500 character maximum)
    Instructions:
  • Please note the timeframe for the referenced data (e.g., Census 2010, Policy Map 2012, etc).
  • State Area Detail
    Instructions:
    *State Poverty
    (Number)(15 character maximum)
    Instructions:
  • What percent of state residents live in poverty?
  • *State Unemployment
    (Number)(15 character maximum)
    Instructions:
  • What is the state's average unemployment rate?
  • *State Median Income
    (Currency)(20 character maximum)
    Instructions:
  • What is the median household income for the state?
  • *State Housing Vacancy Rate
    (Number)(15 character maximum)
    Instructions:
  • What is the state's housing vacancy rate?
  • *State Owner Occupancy Rate
    (Number)(15 character maximum)
    Instructions:
  • What is the state's owner occupancy rate?
  • *State Median Housing Price
    (Currency)(20 character maximum)
    Instructions:
  • What is the state's median housing price?
  • *Data sources - State
    (Paragraph)(2000 character maximum)
    Instructions:
  • Please cite the source(s) for the data you listed above.
  • *Timeframe - State
    (Text)(500 character maximum)
    Instructions:
  • Please note the timeframe for the referenced data (e.g., Census 2010, Policy Map 2012, etc).
  • Neighborhood Assets
    *Needs of the Community
    (Paragraph)(2000 character maximum)
    Instructions:
  • In your opinion, what are the greatest needs in the community?
  • *Resident Engagement
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the residents of the target area in terms of their level of involvement in improving their own neighborhood and their level of community organizing and building. Are there resident organizations?
  • *Housing Stock
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the housing stock in the neighborhood and the supply and demand for affordable housing.
  • *Housing Demand and Supply
    (Paragraph)(2000 character maximum)
    Instructions:
  • What is the demand for housing in the targeted area? What is the supply for housing? What types of housing are most needed?
  • *Housing Counseling
    (Paragraph)(2000 character maximum)
    Instructions:
  • What housing counseling and homeownership counseling services are available to neighborhood residents and who is providing them?
  • *Employment Opportunities
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the jobs, employment opportunities and workforce development programs within the target neighborhood.
  • *Commercial Activity
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the neighborhood's commercial and retail components, and provide the names of organizations (both for-profit and non-profit) involved in economic development.
  • *Economic Development Projects
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the neighborhood in terms of any significant community/economic development projects planned or underway that link to your proposed project.
  • *Transportation
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the neighborhood in terms of transportation for low-income residents (i.e., is there adequate public transportation to reach jobs and services, etc?).
  • *Healthcare
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the local hospital/health system and how it is serving the community.
  • *Education System
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the education system and resources in the neighborhood.
  • *Social Services
    (Paragraph)(2000 character maximum)
    Instructions:
  • What social services (including childcare and after school programs) are available for the residents? Briefly describe the key programs and how well they serve the community.
  • *Key Assets
    (Paragraph)(2000 character maximum)
    Instructions:
  • What are the key assets that currently exist in the community that will provide a base to build from for "asset based" community development?
  • Planning Process
    *Pre-Planning Process
    (Paragraph)(2000 character maximum)
    Instructions:
  • For every planning process, pre-planning is critical to success. What activities have taken place thus far to prepare the neighborhood and its stakeholders to engage in a planning process?
  • *Describe Planning Process
    (Paragraph)(2000 character maximum)
    Instructions:
  • Describe the proposed planning process, the phases of planning and the anticipated timeline for these phases.
  • Physical and Human Capital Issues
    Instructions:
  • How will the plan address the physical and human capital issues in each of the following four areas?
  • *Plan Component: Social Services
    (Paragraph)(2000 character maximum)
    Instructions:
  • How will the plan address the physical and human capital issues of Children & Families?
  • *Plan Component: Economic Development
    (Paragraph)(2000 character maximum)
    Instructions:
  • How will the plan address the physical and human capital issues of Economic Development?
  • *Plan Component: Affordable Housing
    (Paragraph)(2000 character maximum)
    Instructions:
  • How will the plan address the physical and human capital issues of Affordable Housing and Housing Counseling?
  • *Plan Component: Neighborhood Building
    (Paragraph)(2000 character maximum)
    Instructions:
  • How will the plan address the physical and human capital issues of Neighborhood Building?
  • *Plan Component: Education
    (Paragraph)(2000 character maximum)
    Instructions:
  • How will the plan address education issues in the neighborhood?
  • *Baseline Data
    (Paragraph)(2000 character maximum)
    Instructions:
  • What will be the sources and extent of neighborhood data that can be used as a baseline (i.e., demographics, GIS mapping, etc.)?
  • *Planning Process Structure
    (Paragraph)(2000 character maximum)
    Instructions:
  • How will the process be structured and how long will it take? Will it be broken down in phases?
  • *Steering Committee
    (Paragraph)(2000 character maximum)
    Instructions:
  • When will a steering committee be created to guide the planning process? Describe who will comprise the committee, how it will function, and how often it will meet.
  • *Resident Involvement
    (Paragraph)(2000 character maximum)
    Instructions:
  • How will residents and other nonprofit organizations be involved in the planning process? How will youth be incorporated into the process?
  • *Collaboration
    (Paragraph)(2000 character maximum)
    Instructions:
  • Have you considered collaborating with other agencies to develop the neighborhood plan? If yes, please name these potential (or existing) partners and describe how their strengths and resources will contribute to the planning process.
  • *Needs Identification
    (Paragraph)(2000 character maximum)
    Instructions:
  • How will neighborhood needs be determined and prioritized?
  • *Planning Process Leadership
    (Paragraph)(2000 character maximum)
    Instructions:
  • Who will lead the planning process? Will a consulting firm be hired to assist in the process? How will they be selected? Who on your organization’s staff will be leading the process? How will your organization’s board be involved, if at all?
  • *Other Planning Projects
    (Paragraph)(2000 character maximum)
    Instructions:
  • Are there other planning processes underway in the area or region that will supplement or work in tandem with this plan (i.e., city-wide plans, etc.)?
  • *Prior Plans
    (Paragraph)(2000 character maximum)
    Instructions:
  • If plans have been completed for this neighborhood in the past, when was the plan completed? When (if at all) was the prior plan implemented? What was your organization’s role in prior planning process(es)? How are you leveraging these efforts?
  • *Other Resources
    (Paragraph)(2000 character maximum)
    Instructions:
  • What other resources (public and/or private) are available to help fund the creation of the plan?
  • Implementation Process
    *Plan Distribution
    (Paragraph)(2000 character maximum)
    Instructions:
  • Once the plan is complete, to whom and how will it be distributed?
  • *Plan Implementation
    (Paragraph)(2000 character maximum)
    Instructions:
  • How will the plan be implemented? Please describe the roles of the individuals and/or organizations involved in the plan implementation.
  • *Implementation Resources
    (Paragraph)(2000 character maximum)
    Instructions:
  • Will there be funding resources available to implement the plan? Who are the potential funders and what are their funding interests or parameters?
  • Milestones and Deliverables
    *Anticipated Completion Date
    (Date)
    Instructions:
  • What is the targeted completion date for the plan?
  • *Milestones
    (Paragraph)(2000 character maximum)
    Instructions:
  • What have you identified as milestones for the planning project and how will these be tracked to measure progress?
  • *Deliverables
    (Paragraph)(2000 character maximum)
    Instructions:
  • What do you anticipate to be the key interim deliverables from this planning process (e.g. assessments, neighborhood surveys, etc.)?
  • *Early Implementation Activities
    (Paragraph)(2000 character maximum)
    Instructions:
  • What if any early, visible implementation activities will take place during the planning process to demonstrate momentum to neighborhood residents and stakeholders?
  • Required Attachments
    You are required to submit supplemental documents for this application.

    Electronic copies of these documents under 10 MB can be attached to application by using the "Upload File" links below. If you do NOT have an electronic copy of these documents you may mail them to:
    Wells Fargo Regional Foundation
    Attn: Neighborhood Planning Grants
    123 South Broad Street, 3rd Floor, PA4360
    Philadelphia, PA 19109
    Please answer the questions on the left to indicate if you are attaching the document to this application or if you will be mailing the document to us.


    Additional Instructions to upload your electronic document to the online application:

    1. Click on the 'Upload File' link
    2. A File Upload window will appear, click the "Browse" button in order to select the file from its current location on your computer.
    3. Select the file from your computer and click the "Open" button.
    4. Click the "Upload File" button to attach your document to the application.
    5. Click the "Done" button to close the File Upload window.
    Please be sure that your file is smaller than 10 MB.
    Attach: Detailed Planning Budget
    (File Upload)File Upload; 1048576 byte limit
    Instructions:
  • Detailed Planning Budget. Maximum file size is 10 MB any file format is acceptable.

    Detailed Instructions:

    1. Click the link below to SAVE the Planning Budget template to your computer.

      Download the Planning Budget

    2. Complete the Planning Budget template, and save your changes.
    3. Click the 'Upload File' link to attach your document to this application.
    4. You will need to BROWSE to locate the file on your computer. Select your file and select the 'Open' button.
    5. Click on the 'Upload File' button.
  • *Organization Budget Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    Attach: Organizational Budget
    (File Upload)File Upload; 10485760 byte limit
    Instructions:
  • Organization's current detailed operating budget. Maximum file size is 10 MB any file format is acceptable.
  • *IRS Letter Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    *Attach: IRS Letter
    (File Upload)File Upload; 1048576 byte limit
    Instructions:
  • Copy of most recent IRS determination letter. Maximum file size is 10 MB any file format is acceptable.
  • *Officers/Directors Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    Attach: Officers/Directors
    (File Upload)File Upload; 1048576 byte limit
    Instructions:
  • List of officers and directors of the organization with affiliations. Maximum file size is 10 MB any file format is acceptable.
  • Annual Report Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    Attach: Annual Report
    (File Upload)File Upload; 1048576 byte limit
    Instructions:
  • Current annual report (if available). Maximum file size is 10 MB any file format is acceptable.
  • Organizational Assessment Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
  • Most recent organizational assessment, if available.
  • Attach: Org. Assessment
    (File Upload)File Upload; 1048576 byte limit
    Instructions:
  • Maximum file size is 10 MB any file format is acceptable.
  • Letters of Support Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    *Attach: Letters of Support
    (File Upload)File Upload; 10485760 byte limit
    Instructions:
  • Attach up to ten letters of support from resident leaders, local elected officials and other key stakeholders/partners.
    Maximum file size is 10 MB any file format is acceptable.
  • *Audited Financials Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    Attach: Audited Financials
    (File Upload)File Upload; 10485760 byte limit
    Instructions:
  • Annual audited financial statements (past three years). Maximum file size is 10 MB any file format is acceptable.
  • *Form 990 Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    Attach: Form 990
    (File Upload)File Upload; 10485760 byte limit
    Instructions:
  • Most recently filed IRS form 990 including schedule A (can be downloaded from guidestar.org). Maximum file size is 10 MB any file format is acceptable.
  • Interim F/S Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    *Attach: Interim F/S
    (File Upload)File Upload; 1048576 byte limit
    Instructions:
  • Most recent interim financial statements. Maximum file size is 10 MB any file format is acceptable.
  • *Conflict of Interest Policy Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    Attach: Conflict of Interest Policy
    (File Upload)File Upload; 10485760 byte limit
    Instructions:
  • Conflict of interest policy for board and officers. Maximum file size is 10 MB any file format is acceptable.
  • Attach: Organizational Strategic Plan
    (File Upload)File Upload; 1048576 byte limit
    Instructions:
  • Maximum file size is 10 MB any file format is acceptable.
  • Project Partners Submittal
    (Single-Select List)
    • Electronic
    • Mail
    • Not Available
    Instructions:
    *Attach: Project Partners
    (File Upload)File Upload; 10485760 byte limit
    Instructions:
  • Please list ALL of the partnerships the organization has developed with other organizations/agencies/resident groups for this project.

    Detailed Instructions:
    1. Click the link below to SAVE the Partners Chart template to your computer.

      Download the Partners Chart

    2. Complete the Partners Chart template, and save your changes.
    3. Click the 'Upload File' link to attach your document to this application.
    4. You will need to BROWSE to locate the file on your computer. Select your file and select the 'Open' button.
    5. Click on the 'Upload File' button.

    Maximum file size is 10 MB any file format is acceptable.
  • Application Assessment
    The Wells Fargo Regional Foundation is committed to improving the quality of our grantmaking program. Please take a moment to answer the following questions to assist us in enhancing our program. Thank you.
    How did you hear about the Wells Fargo Regional Foundation?
    (Checkbox List)
    • Wells Fargo Regional Foundation Website
    • Wells Fargo Employee
    • Wells Fargo Regional Foundation Grantee
    • Word of Mouth
    • Conference
    • Neighborhood Planning Workshop
    • Other
    Instructions:
    Have you attended the Wells Fargo Regional Foundation's neighborhood planning workshop?
    (Yes/No)
    Instructions:
  • Have you attended the Wells Fargo Regional Foundation's neighborhood planning workshop?