Application Guidelines for Vocational and Secondary Schools
Throughout his life, George Alden evidenced a keen interest in industrial, vocational and professional education. He studied innovations in this country and abroad and gave of his time to serve on school boards in his community of Worcester.
The Trustees focus their grantmaking on the capital needs of vocational and independent secondary schools in the immediate Worcester area. The Trustees primarily make outright grants, but will issue challenge grants with the goal of helping an organization generate increased and broader philanthropic support from its constituencies.
Interval Between Applications
The current policy, absent exceptional circumstances, is not to consider grant requests more frequently than three years from the date of the last grant or one year from the date of the last payment, whichever is later. An institution whose proposal has been rejected may normally be eligible to apply again after one year.
Schedule of Distribution Meetings
The Trustees consider proposals at four distribution meetings a year. Complete, hard copy proposals for the March, June, September or December meetings must be received by the fifteenth of the month prior to the meeting (e.g., February 15th for the March meeting). Note: The Trust does not accept electronic proposals.
1. A summarizing cover letter, which includes the requested amount, signed by the Head of School and, in the case of vocational schools, the Superintendent of Schools. It is expected that the project for which funding is requested is among the school's highest priorities.
2. The name, telephone number and email address of a contact person
3. The proposal, in brief narrative form, should help the Trustees understand the purposes to be achieved through the grant, the reasons why the proposing institution is capable of achieving those purposes, and specific information about the educational components of the project. In addition, the Trustees want to know how the grant will positively impact the school's students and faculty and help the school to fulfill its mission.
4. A project revenue and expense budget and implementation timetable
5. Fundraising goals and success-to-date for the specific project
6. The school's mission statement
7. A summary of the school's strategic plan with progress achieved to date, and its key strategic priorities (up to three) going forward
8. If the project is part of a capital campaign, information about the volunteer leadership
Required Organization Information Three Year Trends in Chart Form
Measures of achievement for incoming students
Percentage on need-based financial aid, if applicable
Tuition-room-board charges, if applicable
Scores on applicable required measures, e.g., MCAS
Percentage of students in each academy (vocational school only)
Percentage of senior class accepted to college
Endowment amount, investment return and annual draw policies and practices
Capital and annual fundraising, reported separately. Provide percentage participation rates of trustee giving to capital and/or annual fundraising each year (expected to be 100%)
Participation rate of trustee giving to capital and participation rate of trustee giving to annual fund each year
Participation rate of alumni giving to annual fund each year
Summaries of the two prior completed fiscal year operating budgets and the current fiscal year board-approved annual operating budget (with explanation, if in deficit)
Copies of the audited financial statements from the three most recently completed fiscal years (e.g., 2018-2017 and 2017-2016) or the financial statements required by the Massachusetts Attorney General's office
List of current trustees, with affiliations
Evidence of appropriate tax-exempt status
Optional: Such other information that the applicant believes may give the Trustees a better understanding of the organization, its distinctive mission, and its specific proposal
Applicants should consult the Trust's FAQ page and are welcome to contact the Trust by telephone or email or make a visit prior to submitting an application. A first-time applicant is encourage to contact the Trust prior to doing so. It is often helpful to explore in advance the nature of the project, the need or opportunity that drives it and the size of the intended request. The Trustees have found that such discussion generally results in the submission of a more effective proposal or forestalls a formal proposal for which there is little or no likelihood of success.
A single copy of the application and attachments is sufficient and should be submitted to:
George I. Alden Trust 370 Main Street, 11th Floor Worcester, Massachusetts 01608