Apply for funding to implement the Black-Led Philanthropic Endowment Fund

What is your organization's legal name? The legal name is usually:

• the name on your registration with the Canada Revenue Agency (CRA) or provincial/territorial equivalent
• the name used on funding cheques or bank accounts

What is the common name of your organization (if it is different from the legal name)?

What is your 15-digit Canada Revenue Agency (CRA) business number? (For example, 123456789 RR 0001).

For registered charities and not-for-profit organizations, what is your registration number?

You can find your CRA business number on tax-related documents or written communications from the CRA.

Find more information about the Canada Revenue Agency.

Important: To be eligible for funding, your organization must provide, either:

• proof of a CRA business or registration number, or
• proof of provincial incorporation or registration, such as:
  • certificate of incorporation
  • memorandum of association
  • CRA document with your organization listed

This document must include the address of your organization.

Your organization must be a Black-led and Black-serving not-for-profit organization or registered charity

For the purpose of this call for proposals, these following organizations are not eligible:

• individuals
• private or for profit organizations
• provincial or territorial governments

Tell us which category applies to you based on your answer to Question 4:

• not-for-profit sector:
  • local community, charitable, voluntary organizations
  • national non-governmental organizations
  • provincial non-governmental organizations

What year was your organization established?

What is the address of your organization? Give a complete address in a format recognized by Canada Post.

Consult the Canada Post website for information.

What is your organization's telephone number, fax number (if it has one) and email address?

What is the mailing address of your organization (if it is different from your organization's physical address)?

What are your organization's telephone and fax numbers (if the mailing address is different from your organization's address)?

1. Are 2/3 of the leadership positions, across all levels of your organization's management and governance, held by people who self-identify as Black?
2. Black-serving organization: Is your organization's mandate to serve Black Canadian communities and/or are Black Canadian communities your organization's main beneficiary group?

All eligible organizations must be Black-led and Black-serving

3. Registered Charity:
   1. is your organization currently a registered charity with the Canada Revenue Agency?
   2. if you answered 'No', to being a registered charity then the following question must be answered: If your organization's proposal is selected, will your organization have completed or be in the process of completing their registration as a charity with the Canada Revenue Agency within the first 3 years of the project?

Who is the main contact person for the proposed project?

What is the title of the contact person named in question 23?

For example:

• business owner
• president
• executive director

What language would your contact person prefer to use in writing and speaking (English or French)?

Is the address of your contact different from the organization's address?

If you answered 'Yes' in question 26, what is the address of your contact person?

What are the telephone and fax numbers of your contact person?

What is the email address of your contact person? We will send all communications to this address.

If we cannot reach the main contact, who else can we contact? Provide the secondary contact person's full name, telephone number where we can reach during business hours and email address.

Indicate the total number of employees in your organization.

Let us know if there has been a:

• change in leadership in the board of directors
• change in leadership at the executive level
• large reduction, increase or turnover in staff
• merger or split, or
• change in mandate or main activities

You must clearly:

• describe your organization's high capacity in project management, which can include the following examples:
  • capacity to manage large-scale financial investments and portfolios
  • capacity to develop investment strategies
  • capacity to create a sustainable source of funding for Black communities
  • capacity to manage funding to a broad range of Black-led, Black-focused and Black-serving non-profit organizations
  • experience implementing a large-scale project national with multiple partners
• describe your organization's experience working with Canadian Black communities, which can include the following examples:
  • experience working with Black-led, Black focused and Black-serving organizations across Canada and accessing key networks and building partnerships within Canada
  • experience developing inclusive, representative and culturally-relevant governance mechanisms
  • active groups, networks or committees that your organization takes part in
  • opportunities to build relations with Black-led, Black-focused and Black-Serving organizations across Canada
  • work your organization does to support reduce anti-Black racism
  • work your organization does to support improving social and economic outcomes in Black communities
  • efforts to fund a range of projects delivered by a range of Black-led, Black-focused and Black-serving non-profit organizations
  • efforts to engage and solicit funding applications from Black-Led, Black-focused and Black-serving organizations
  • efforts to apply a Black-centric and intersectional lens that helps center the needs and diversity of all Black communities, such as:
    • gender, disability or age

If 'yes', how much? Use the spaces provided. Here is an example:

• Amount owing: $10,000
• Nature of amount owing: Overpayment
• Department or agency to which money is owed: Employment and Social Development Canada

Give a short title that describes your project.

We expect that the project will start in late winter 2023 and must have a minimum duration of 10 years until March 31, 2033

You can only start your project activities after we approved your project and signed a funding agreement. We can only pay for activities that have started after we sign the agreement.

You must clearly demonstrate how your project will:

• reduce anti-Black racism
• improve social and economic outcomes in Black communities

Project activities are the steps that you take to meet the project objectives that you identified in your answer to Question 55. Provide a clear and realistic plan to achieve the project objectives, including timelines, within the prescribed timeframe outlined in question 53 and 54.

Your application must include the following 4 plans:

Operational business plan

Operational business plan that lays out first year milestones for how you will implement the endowment fund. At a minimum, you should include in this plan:

• a staffing model
• an organization chart for the management of the endowment fund
• roles and responsibilities for the management of the endowment fund
• identify a site for the management of the endowment fund activities and timelines

Engagement and funding plan

Engagement and funding plan that has milestones for how you will engage and fund Black-led, Black-focused and Black-serving organizations. At a minimum, you should include in this plan:

• how the project intends on engaging Black-led, Black-focused and Black-serving organizations and the diverse Black communities they represent and serve
• how the project will fund Black-led, Black-focused and Black-serving organizations, including if there are any plans for participatory funding approaches
• your strategy for ensuring that funding reaches Black organizations that serve diverse Black communities, including those at the intersection of multiple forms of oppression (for example Black women and girls, persons with disabilities, members of the 2SLGBTQI+ community)
• your plan for identifying priorities for funding and how those priorities will change over time
• activities and timelines

Governance plan

Governance plan that has milestones for implementing and maintaining the endowment fund's leadership to reflect the variety of Black communities and ensure accountability towards these communities. At a minimum, you should include in this plan:

• a governance structure
• a board selection process
• investment committee selection process
• an overview of executive roles and authorities
• activities and timelines

Investment plan

Investment plan that lays out the applicant's investment strategy, including its plans for investing in Black-led businesses. At a minimum, you should include in this plan:

• high level investment strategy
  • principles for investing, including alignment with socially responsible investing principles
  • strategy for investing in Black-led businesses
• activities and timelines

As part of these plans:

• describe how your project's activities will align with the project objectives
• describe the steps that your organization will take to meet the objectives of the project, by providing:
  • clear and relevant description of the project activities
  • clear and realistic project timelines

Eligible activities include, but are not limited to, the following:

• investing the endowment according to the Prudent Person Principle and granting funds from the annual income generated from the endowment to Black-led, Black- focused and Black-serving not-for-profit organizations or registered charities
• managing and administering of the organization and the endowment
• outreach, education and other charitable activities carried out to fulfill a charitable purpose

Ineligible activities include, but are not limited to, the following:

• core operations and existing programming of an organization
• lobbying or politically partisan activities
• capital projects, such as:
  • projects to renovate
  • maintain
  • purchase
  • build real property

Describe the expected results of your project. The expected results of the project must clearly link to your project objectives. The expected results must also be specific, concrete and measurable (qualitative or quantitative), and defined as outputs and outcomes.

Outcomes

Outcomes are the short, medium and long-term changes that you expect the project to deliver. You can link more than 1 outcome to an objective. Outcomes answer the questions "How will we know the project is a success?" and "How will the project benefit participants?"

Examples of outcomes include:

• increase in the number of projects delivered by Black-led, Black-serving, and Black-focused organizations, as well as enhanced diversity of projects and beneficiaries
• increased Black influence over philanthropic priorities in Black communities
• increase in sustainability of funding for Black-led, Black-serving, and Black-focused organizations
• increased efforts to reduce anti-Black racism and improve social, cultural and economic outcomes in Black communities
• increase in number of Black individuals served by Black-led, Black-serving, and Black-focused organizations, including:
  • Black individuals at the intersection of many forms of oppression (for example Black persons with disabilities, members of the 2SLGBTQI+ community)

Outputs

Outputs are direct products or services that you will expect to produce to get the outcomes you want.

Examples of outputs include:

• number of Black-led, Black-serving, and Black-focused organizations funded
• number of Black individuals reached by, and benefit from, the project
• number of materials produced
• tools created to support relationship building between Black communities

Your answer to this question must be "yes".

Describe how you will meet and track project expected results. Proposals must contain short, medium, and long-term indicators, including at least 1 indicator for each of question 57's projected results (outcomes).

Provide a description of how you plan to gather, measure, monitor and report on results achieved by your project. Common data collection approaches include surveys, key informant interviews, focus groups, attendance tracking and verbal feedback.

In developing performance indicators, you must ensure that:

• indicators chosen will allow you to show impact on the target population(s)
• indicators are measurable, and
• data will be available and collectible for each indicator

Examples of key performance indicators include, but are not limited to

• number of Black individuals participating in the funded project
• number of Black people with disabilities, Black women and girls, members of the 2SLGBTQI+ community served by funded projects

If "yes", describe how your project relates to the work your organization is doing now

If your project involves official language minority communities, you should answer "yes" to this question.

Answering "no" to this question will not reject your application.

Your answer to this question must be "yes".

Your project must have identified as a partner:

• 1 or more investment advisors or portfolio management firms, and
• for a period of 3 years or more, an Allied public foundation to provide capacity supports

Describe your strategy for engaging and collaborating with partners.

Provide the following information:

• information about the partner(s)
  • name (if known)
  • type of organization, such as:
    • union
    • not for profit
    • public
  • CRA business number
• describe the roles and responsibilities of each partner in the project
• describe how the partner or partners will participate in the project (time, resources)
• describe how the partner will contribute to the success of the project
• describe how you plan to build the capacity to manage and grant from an endowment of this size within 3 years or more of working with the allied foundation
• how the partner or partners will benefit from the project results

Eligible partners include organizations that meet the following requirements:

• allied public foundations:
  • a registered charity, designated as a public foundation by Canada Revenue Agency, for at least 5 years
  • have a minimum assets under management of $10 million for each of the last 5 years
  • investment advisors or portfolio management firms:
    • a portfolio manager, investment fund dealer or mutual fund dealer with current registration to advice or deal in securities in Canada
    • have 5 years or more of experience in providing portfolio management for institutional investors, including foundations
    • have a minimum assets under management of $100 million for each of the last 5 years

Regulations Designating Physical Activities established under the Canadian Impact Assessment Act 2019?

Not applicable for this process. Answer "no" to this question.

• Find more details about the Impact Assessment Agency of Canada (IAAC)
• Find more details about the Canadian Impact Assessment Act 2019

List Employment and Social Development Canada (ESDC) as the first source name and include amount requested.

Tell us if you are receiving contributions from other sources. Include the names of all organizations that will contribute funds, and, or in-kind contributions.

Tell us what type of organization is providing the cash contribution from the following options:

• not-for-profit organizations
• municipal government
• provincial and territorial governments, institutions and Crown Corporations
• Indigenous organizations
  • band councils
  • tribal councils
  • self-government
• international organizations
• coalitions, networks or committees
• research organizations or institutes
• educational institutions
• public health and social services institutions
• for-profit organizations

Tell us how much in cash contributions you will receive.

If you are getting an in-kind contribution, tell us how much it is worth.

In-kind contributions are goods or services that people or organizations donate. This includes equipment, services or labour that you receive free, but would have otherwise purchased. Your own organization, other organizations or partners can contribute. You will not request for reimbursement.

To be eligible as an in-kind contribution:

• you must need it for the project to succeed
• the organization who gives it to you also gives you a document showing its commitment

In-kind contributions must reflect fair value and a reasonable estimate.

Tell us if you have any confirmed contributions.

The organization would be able to access up to $9,476,227 of the $199,476,227, to support year 1 operating costs and early granting activities.

Use the budget detail template (EMP5569) to provide necessary details to costs categories for first year of operation and planned granting allocation

We can only pay you back for eligible costs. Eligible costs must be reasonable and directly relate to your project activities.

Here are some examples of eligible expenditures:

• investment costs
• investment advisors and portfolio managers' fees according to standard industry practices and amounts
• allied public foundation services fees
• funding distributed by the recipient
• wages and mandatory employment-related costs
• fees for professional services
• disability supports for staff of the recipient
• accessibility supports (including childcare) and funding for outreach and engagement with Black communities
• materials and supplies
• equipment
• Printing and communication
• travel costs
• utilities
• insurance
• rental of premises
• lease, purchase and maintenance of equipment
• costs of audits
• evaluations and assessments
• performance monitoring and reporting costs
• data collection
• knowledge development activities
• other administrative costs associated with central administrative functions of the recipient organization that are drawn upon to support agreement activities (such as shared postage, telephones, and IT maintenance); and
• the costs of the renovation or retrofits of existing workspaces to improve their functionality, including materials, supplies, and labour costs

Examples of ineligible costs:

• expenditures incurred before the signing of the agreement
• expenditures linked to retrofit, renovation and construction of private homes/dwellings or Government of Canada property
• purchase of real property (for example buildings and land)
• purchase of alcoholic beverages

If applicable, give the total planned spending from all sources, including us. The amounts should align with those that you put in section A. Anticipated sources of funding of your Application for funding.

"Other" means a cash or in-kind contribution from other sources other than us.

Check all statements that apply to your planned spending of the funding from ESDC.

Indicate yes or no.

If "yes", explain how your project will benefit from the purchase of capital assets.

A capital asset is any single or composite asset that costs more than $5,000 (before taxes). It is not part of another product and you can still use it at the end of the project.

A composite asset is a group of assets that form 1 unit, where you need everything for the asset to work. A group of assets is a single capital asset if the total cost is more than $5,000 (before taxes).

For example, a composite capital asset is:

• a personal computer with a hard drive
• a monitor
• a keyboard
• a mouse
• cables

4 computers that each cost $1500 are not capital assets because each computer works on its own.

Not applicable for this process.