What You Will Need to Apply

All grant applications must be submitted through our online application system and include the following information:

Note: This listing is for programmatic or general operating requests. Capital campaign requests require a 2-stage application and very different set of information.

Org Info

  • Organization's Tax ID Number
  • Organization's Mission Statement
  • Name, address, email address and telephone number of the organization and appropriate contact person
  • If applicable, name of Mutual of Omaha or affiliate company representative on Board of Directors
  • Organization's website and, if applicable, Facebook page

Contact Info

  • Primary contact on grant (name, title, address, phone, etc.)
  • Executive Director's name, email address and background

Request

  • Amount being sought from the Mutual of Omaha Foundation
  • Project title
  • Project description. This description will be included as an explanation of the program or organization within our meeting materials. Include the organization’s mission, relevant details of the project/program and applicable statistics that support the need for the project/program or the organization in general. Limit this description to 3 paragraphs. Note: if you do provide general, national or regional statistics, please indicate the source for this information
  • Project budget
  • Organizational budget
  • Fiscal year (start date)
  • Problem statement – why does the program (or your organization) exist? What problem(s) are you trying to solve or eliminate?
  • Information regarding low-to-moderate income status of clients
  • Which critical issue of the Foundation do you address and how?
  • How your organization clearly and directly addresses the Foundation’s mission
  • A listing of other organizations offering a similar program or service
  • A listing of collaborations – as well as how you are collaborating
  • Endowment information
  • A listing of secured and pending funders – the name and amount MUST be included in the format shown within the application
  • Sustainability – how will you sustain funding?
  • Board participation – if number is less than 100%, you must explain why and if you feel you will reach 100% by the end of your fiscal year
  • Two outcomes and related information (see Outcome Map on how this information will be presented to our board)
  • Financial Information
    Note: An audit is not required. If your organization has not had an audit within the last 2 years, please provide financial information within the application based upon your most recently filed IRS Form 990 or most current un-audited financial statement.

REQUIRED ATTACHMENTS

  • Board of Directors List
  • Current Financial Statement with previous year comparison
  • Most Recent Audit (if applicable)
  • Project/Program Budget (if applicable)
  • Line-itemed Organizational Budget
  • Most Recent IRS Form 990

It is crucial that submitted applications contain all of the required attachments.

Reminder: Application deadlines are November 15, February 15, May 15 and August 15.

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Our mission is to prevent and break the cycle of poverty for families in the Omaha metropolitan area.