What to Include in the Proposal

These guidelines are designed to facilitate your preparation of proposal materials. They are not meant to be an outline for your proposal, but rather a list of key points to be addressed.

Proposals will be reviewed by the program staff as well as by an internal review team for programmatic fit, organizational capacity, and legal and anti-terrorism compliance.

What to include in the proposal [PDF]

Diversity Form

The Rockefeller Brothers Fund is committed to the values of diversity, equity, and inclusion in its grantmaking. The Diversity Form is designed to help us better understand how our grantees reflect on and address these issues. Please complete the online form and submit it along with your proposal materials. To learn more about the Rockefeller Brothers Fund's commitment to diversity, please see the Fund’s Diversity Statement.

Diversity Form

Advocacy

The work of the Rockefeller Brothers Fund often includes funding organizations or projects that focus on policy and involve advocacy. If your project has an advocacy component, please review the advocacy memo and address these points in your proposal or cover letter.

Advocacy & Lobbying Information for Non-U.S. Organizations [PDF]

Equivalency Affidavits for Non-U.S. Organizations (if applicable)

When the Fund needs to determine if your organization is equivalent to a U.S. public charity, the appropriate equivalency affidavit (foreign organizationeducational institution) is to be completed by an authorized representative of your organization and returned to the Fund along with a copy of your organization's statutes (governing documents). The statutes must be accompanied by an English translation. RBF program staff will inform you of which affidavit to submit. Please submit only if requested by RBF staff.

Foreign Organization [PDF]   Educational Institution [PDF]

Public Support Form for Non-U.S. Organizations

The Public Support Form enables the Fund to ascertain the level of public support received by your organization, allowing us to determine whether your organization can be considered equivalent to a U.S.-based public charity. Instructions for completing the form can be found on the first tab of the document. You will need to have financial information from the past five years available to complete the form.

Public Support Form [Excel File]

Wire Transfer Form

Non-U.S. based grantees may request grant payments via bank wire transfer. The information requested is required for all wire transfers. Please complete this form and return it to your program contact at the Rockefeller Brothers Fund.

Wire Transfer Form [PDF]