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How to apply for funding  
Your application for funding should include the following three components at a minimum:

1.    Project Summary

Project Outline Details
Objective The need that the project will address
Expected outcome Impact on the target group
Project plan Overview of the project
Schedule Project timeline including goals and milestones
Evaluation Method/s of evaluation to be used

 

 2.    Budget Summary

Category Details
Current funds available Contributions from others or from your organization
Funding request Total funding you are applying for
Use of funds How the funds will be allocated
Timing of disbursement Schedule of project spending
Audit and financial control Who controls and audits spending

Note:  Funding will not be provided for social activities or overhead costs.

3.     Information About You and/or Your Organization

Category Details
Project Team Members Qualifications
Roles and responsibilities
Contact Information
Your Organization History and purpose
Names of Directors and Trustees
Most recent audited financial statements
Current budget and source of revenue
Strategic partners and their environment

Proposals should be sent to:

Investor Education Fund                                 Or via e-mail to:
20 Queen Street West                                    contactus@getsmarteraboutmoney.ca
19th Floor, Box 55
Toronto, Ontario
M5H 3S8

Questions may also be forwarded to contactus@getsmarteraboutmoney.ca.

What happens after your application is received?

We will acknowledge receipt when we receive your application. Decisions will be made based on the application’s merit and eligibility. A short-list of candidates will be created and interviews will be arranged to discuss each proposal. Applicants will be contacted within four weeks if their organization is selected to be interviewed.

Final decisions will be communicated to applicants within approximately six weeks of the deadline for submission.

What will not be considered for funding?

Applications that will not be considered include: start-up costs and day-to-day operating costs of an organization, and proposals from for-profit organizations.

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Established by the Ontario Securities Commission (OSC)
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