To ensure standardization across project grant proposals and reports, please use the following standard answers when completing the organization information sections on applications. 

Organization name: 

• MakeWay Charitable Society - [Project Name]

Legal name:

• MakeWay Charitable Society (if there's a spot for an operating name or dba)
• However, if there is no operating name field, use: “MakeWay Charitable Society - [Project name as it appears in their TOR]” i.e., no parentheses, no “project of”.

Address:

• Depends on funder and project, but preference is for using Vancouver, Yellowknife, or Toronto office
• Considerations: Is the funder geographically focused? Is it a northern funder? If unsure, check with Project Specialist.

Contacts:

In order of preference:

• Primary contact: Project Director
• Secondary contact: Project Specialist
  • Exceptions: IndigenEYEZ, summerlunch, Storefront
• Approver: Director, Shared Platform
• ED/CEO: Joanna Kerr
• Board/SC Chair: Use [email protected] contact information for board contact and Project Director contact information for steering committee contact

Head of organization: 

• CEO unless this person is expected to be the signing authority and/or contact for the application, in which case use the Director, Shared Platform for proposals under $100K. If listing CEO, use contact information for CEO’s executive assistant.

Signing authority:

• Shared Platform Director for proposals up to $100K
• For proposals over $100K, also include Finance Director

Executive team:

• Joanna Kerr, Gayle Gioiosa, and Project Director

Board of directors:

• If it is an attachment, include the MakeWay board list along with the project steering committee list
• If it is an online application with word count or field limitations, include the MakeWay board chair and the project steering committee members

Incorporation and founded dates: 

• Incorporation: MakeWay Charitable Society (October 12, 1990) and if there’s space, include the project founded date
• Founded: Project date

Have you ever applied for funding from X funder before?

• If yes/no option and description field, say no and then provide the following explanation:

 [Project name] has not applied to [funder name] before, though other projects on MakeWay’s shared platform have. Each project operates under a Terms of Reference and a dedicated volunteer Steering Committee to achieve its charitable purpose. Each project is responsible for fundraising to cover all costs, including a proportional contribution to shared platform operations.

• If yes/no option with no description field, the response will depend on the implications. Check with the Project Specialist.

Organizational/annual budget:

• Use project budget unless it is clearly linked to our CRA number, in which case use MakeWay Charitable Society (and ideally include the project as well)
• Wording included in budgets: 12% Overhead Allocation (HR, Governance, Financial and Grant Management)

Financial statements:

• MakeWay’s most recent audited financial statements + project income statement and balance sheet for the matching year
• If project joined the platform after the year of the last audited financial statements, include the current year financials with a note indicating such. E.g. [Project name] is a new project on MakeWay’s shared platform, commencing [month/year]. The unaudited financial statement above is provided for informational purposes. Also included in this submission are the MakeWay audited financials for [year].  Finance can create the financial statements for you that include this wording.

Websites and social media:

• Project

Annual report

• Project, if available. If not, use MakeWay’s

Staff and volunteers:

• Use project numbers