Working with the CFR Office
If you are organizing a University program or project that is in need of private funding, please contact Keeley Patrick, Interim Corporate and Foundation Relations Associate, at 860.768.2413 or email@example.com, as soon as you receive approval to proceed with this activity. This initial contact will likely be followed by an in-person meeting with the CFR Associate, to talk through and prioritize a list of funding prospects.
Once the proposal process is underway, you will be responsible for providing the narrative and budgetary information for the request. The CFR Associate is available to review your materials and help format the proposal to meet funder specifications.
Proposals coming from the CFR Office will need to be approved by the Vice President for Institutional Advancement, and possibly the Provost, before being submitted. To allow enough time for the approval process, you will be required to have all necessary materials in to the CFR Director no later than five business days before the funder deadline. All items that you are responsible for providing should be included at this time. For requests that arrive past this deadline, we cannot guarantee University approval and submission in time for funder due date. If you anticipate problems with meeting this guideline, please contact the Corporate and Foundation Relations Associate as soon as possible.
Once a request is submitted, the CFR Associate will monitor its status and do any necessary follow-up with the funder. If a request is funded, the CFR Associate will work with you on any required reporting and other stewardship activities for the funder.
Items the CFR Office Can Provide
The following are a list of items commonly asked for in philanthropic grant requests to Corporations and Foundations. These items will be added to the request by the CFR office before submitting it to the funder. Please make the CFR Associate aware if any of the below are required to accompany your request.
Proof of 501(c)3 Tax Exemption;
Current Regents List for University;
Organization Budgets: common requests include current operating budget, YTD actual, prior fiscal year;
Most recent audited financial statement;
Tax ID #;
University approved response to requests for Form 990
Basic organization information, such as: number of employees, geographic area served, organization mission, history and key activities.
* Important to Remember
When asked for organization name: University of Hartford
Project name: (List University Program, Initiative, Event, etc.)
Chief Executive Officer: President Walter Harrison
When a signature is required on a funding request: All requests coming through the CFR office must be signed by the Vice President for Institutional Advancement.
Questions to Consider Before Beginning Your Request
Below are some sample questions commonly asked by philanthropic corporate and foundation funders. Thinking about answers to these questions will help you develop a thoughtful case for support, as well as a plan for showing the impact of your project/program.
Keeley Patrick, Interim Corporate and Foundation Relations Associate, 860.768.2441, firstname.lastname@example.org
Patty Mahon, Administrative Assistant, 860.768.2414, email@example.com