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Responsive Grants Professional Education and Training

Professional Education and Training — Overview

The Retirement Research Foundation funds professional education and training projects that have a national impact for older Americans. RRF recognizes the importance of a well-trained work force to serve older persons both in the community and in residential settings.

Of particular interest are programs that:

  • Increase the knowledge and skills of professionals and paraprofessionals who serve older adults, ages 65 and older
  • Expand the capacity and number of professionals and paraprofessionals prepared to meet the growing demands of an aging population

Professional Education and Training — Eligibility

Professional Education and Training Grants are provided to 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 those working with older adults, ages 65 and above


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
  • Education programs for undergraduate or graduate students

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 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

Please include the following information in your two-page Letter of Inquiry:

  • Brief outline or description of the training project
  • Description of target population to be trained
  • Brief statement of need
  • Proposed objectives and outcomes
  • Principal proposed activities
  • Timeframe
  • How you will use evaluation
  • Who is leading the effort and their qualifications
  • 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

Professional Education and Training — 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.


A. Tips For Opening An Online Application Account:

  1. 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.
  2. 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.
  3. 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:

  1. 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:
  2. Name the web address in your Favorites with a name such as “RRF Application Access”.
  3. 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.
  4. 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.

  1. 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.
  2. 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 includes existing training programs or curriculum that are relevant to the proposed project (if applicable)
      • Anticipated contribution of the project
    • SMART Objectives
    • Proposed Methods
      • Educational needs to be addressed
      • Target group participating in the training
      • Program design, including content, methods, sequence, and location where educational experience will be delivered
      • Sample of preliminary curriculum or an outline of training content, if applicable
    • Evaluation
      • Methods that will be used to measure progress toward 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
    • Dissemination
      • Describe how program results will be disseminated and to what audiences, including any meetings, professional journals, conferences, etc., where the program will be shared
      • Curriculum, products, websites, tools, etc., to be developed
    • 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
    • Personnel
      • Describe the key personnel and their qualifications to lead this effort
  3. 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.
  4. 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)