Advocacy — Overview
The Retirement Research Foundation funds advocacy projects that have a regional or national impact for older Americans. Of particular interest are projects that:
- Advance policy issues of critical importance to our nation’s seniors such as economic security, health care, housing, etc.
- Use clearly focused and strategic efforts to address systemic problems
- Forge partnerships with organizations to achieve better use of resources and to share knowledge
Advocacy — Eligibility
Advocacy Grants are provided to nonprofit organizations that are:
- Tax exempt under Section 501(c)(3) of the Internal Revenue Code; OR non-profit organizations that are not required to have a 501(c)(3) designation, such as state-funded universities
- Proposing a project that may have a significant focus on older adults, ages 65 and above
While RRF is committed to funding effective advocacy programs, RRF grant funds cannot be used for lobbying efforts to win or defeat any specific pieces of legislation.
Organizations applying for Advocacy Grants will:
- Maintain a separation between their lobbying and advocacy work
- Describe the activities to be funded by RRF
- Acknowledge in writing that RRF funds will not be used for lobbying efforts
In addition, RRF does not fund:
- General operating support
- Conferences or fundraising events
- Governmental agencies, except for state universities, area agencies on aging, and programs of the Veterans Administration
First Step – A Letter of Inquiry
The Retirement Research Foundation acknowledges the time and effort needed to submit a proposal and invites interested applicants to submit a brief Letter of Inquiry (LOI).
This step is optional, but may offer valuable feedback as you prepare a full proposal.
An LOI may be emailed to email@example.com as a Word or PDF attachment. Please submit LOIs according to these deadlines:
Submit LOI by: For the Following Proposal Deadline:
December 1 February 1
March 15 May 1
June 15 August 1
Include the following information in your two-page Letter of Inquiry:
- The issue the project will address and why advocacy efforts are needed at this time
- Strategies and methods planned
- Partner organizations/stakeholders and their roles in the project
- Evaluation criteria and methods
- Potential regional or national impact of the project
- Why the applicant is qualified to lead the effort
- Estimated cost of the project, the amount of funding already secured (if applicable), and the amount requested from RRF
Additional search words for this web page:
letter of intent
Advocacy — Apply
For applicants from universities or hospital organizations, please note that RRF prefers that the applicant is the university or the hospital, rather than a foundation affiliated with the university or hospital. If you have questions about this, please contact RRF directly before you submit your application.
The Foundation has an online application form to guide organizations in preparing and presenting their proposals.
IMPORTANT – PLEASE READ BEFORE COMPLETING THE ONLINE APPLICATION FORM:
A. Tips For Opening An Online Application Account:
- Use either Internet Explorer or Firefox as your Internet Browser to minimize issues while working on your application. Google’s Chrome will not work properly with our online application form.
- Only use the HERE choice below or the APPLY ONLINE button (displayed in the right-hand column) ONCE to initially set up your account for access to our online application form.
- Use of the HERE choice or the APPLY ONLINE button more than once will result in you having multiple blank copies of the application form which may cause confusion.
B. Tips For Working On An Online Application Form:
- Once you have created your online application account, save the following web address to your Favorites in your Internet Browser so that you can easily re-open the application form to continue working on it: https://www.GrantRequest.com/SID_2142?SA=AM
- Name the web address in your Favorites with a name such as “RRF Application Access”.
- Upon opening your online application account, notice that the application form has a five digit ID number. Record that ID number to make it easy to return to that application form every time you re-open your online application account.
- If you have multiple blank copies of the application form in your account, please delete each duplicate form by clicking on the garbage can icon displayed at the right-hand end of an application form’s listing in your online account. Their deletion will help avoid confusion about which application form you are working on.
The Responsive Grant Online Application form is available by clicking HERE.
RRF requests that all proposals include the following components as outlined in 1-4. After you have completed the online application form, you will be asked to upload each of these documents as individual Microsoft Word or PDF files. Budgets may be uploaded as Microsoft Excel or PDF files. Please note that, except for the Executive Summary and Bios/Resumes, there is no page or length restriction.
- The Executive Summary is a separate two- to three-page summary that concisely describes the project. The Executive Summary offers a succinct overview of your project and allows RRF to better understand what you are trying to accomplish. Include brief information about the project’s need, objectives, methods, total project cost, and amount requested from RRF.
- The Proposal Narrative provides an opportunity for you to describe your project thoroughly to RRF by addressing the following:
- Applicant Organization
- Include a brief history of your organization, recent accomplishments, and the organization’s qualifications to lead this project
- Project Significance
- Importance and relevance of the proposed project
- Background information on the issue(s) to be addressed
- Literature review that highlights existing knowledge in the field and/or how the project will address gaps
- Anticipated contribution of the project
- SMART Objectives
- Please provide Specific, Measurable, Attainable, Realistic, and Time-bound (SMART) objectives
- Include anticipated outcomes and/or accomplishments
- Proposed Methods
- Advocacy strategies and methods your organization proposes to use
- Partner organizations/stakeholders and their roles in the advocacy project, if applicable
- Identification of decision-makers to be targeted
- Schedule of activities
- Evaluation criteria and the nature of evidence to be collected to determine impact
- Methods that will be used to measure progress toward stated objectives
- Type of data that will be collected
- Methods that will be used to analyze the data
- To obtain more information about evaluation, please see our evaluation guidelines
- Describe how the advocacy efforts will be shared publicly including the groups, conferences, and media outlets where the project and its outcomes will be publicized.
- Describe or include any proposed tools, reports, briefs, policy research papers, professional journals, new releases, etc.
- Plans for Continued Support
- Describe plans for continued support if the project is expected to operate beyond the period for which grant funds are requested
- Describe the key personnel and their qualifications to lead this effort
- Applicant Organization
- The Budget, Budget Narrative, and Timeline will be uploaded as three individual Microsoft Office or PDF documents. While RRF does not require a standard form for these documents, samples are provided for illustrative purposes. You may use more than one page for each document.
- The Line Item Budget includes all expenses and income, including grant funds requested from RRF and funds received and/or requested from other sources for this project, if any. Please include the percentage of time allocated for project staff. Up to 10 percent of the budget may be requested from RRF for indirect project costs. See RRF’s Budget Sample.
- The Budget Narrative describes how the budget relates to the proposed project activities. Budget narratives generally contain a description for each line item identified in the budget. See RRF’s Budget Narrative Sample.
- The Timeline corresponds directly to the activities that are described in the proposal. See RRF’s Timeline Sample.
- In addition to the documents listed above, you will also be asked to upload:
- The Signature Page to provide proof of who in your organization has authorized this project
- Bios or resumes of no more than 2-3 pages for the Project Director and other key project staff. Upload in one file.
- Current Board of Directors roster with affiliations. Upload in one file.
- Signed letters of support, if appropriate. Upload in one file.
- Letters of commitment from collaborators, if applicable. Upload in one file.
- IRS 501(c)(3) designation letter or other evidence of federal non-profit status
- Most recent audited financial report (preferred) or IRS 990
- Most recent annual report (an optional item)