HOW TO SUBMIT YOUR APPLICATION - SEDI

HOW TO SUBMIT YOUR APPLICATION
Filling out the Application Form
The Application Form is formatted as an active PDF file that can be filled out by typing information into
the provided spaces/boxes and by clicking on check boxes.
You can save the Application Form to your own computer like any other document you create or receive
from another party. In this way, you do not have to complete the Application Form in one session.
Instead, you can fill out and make changes to the form as often as you like before submitting it.
Submitting the Application Form
We ask that applications be submitted in both of the following ways:
1. One complete hard copy of the Application Form (including supporting documents) must be mailed
to:
AND
SEDI
Attention: Grant Fund
60 St. Clair Avenue East, Suite 700
Toronto, Ontario M4T 1N5
2. One completed Application Form only (without supporting documents) must be submitted using the
“Submit Form” click button in the top right corner of the PDF form, or using the “Click here to
submit Application online” button found at the end of the PDF Application Form.
When you click either of these buttons, a message box will appear on your screen entitled “Select Email
Client”. Please select “Desktop Email Application” and then click “OK”.
The Application Form will be submitted automatically to SEDI by your email application.
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APPLICATION FORM 2012-2013
A.
Applicant Contact Information
Legal name of applicant
Operating name (if different from legal name)
Street address
City/Town
Telephone
Fax
Province
Postal Code
Email Address
Web Address
Name of primary contact person
Title/Role of contact person
Telephone of contact
Fax of contact
Email of contact
B.
Basic Project Information
Summary description of project (80 word maximum. Answer is limited to the space provided below.):
Grant amount requested $ Length of project (in months)
Is this application part of a coordinated, joint application as per the "Scope of Grants" section of the Guidelines?
Yes
No
If yes, what is the name(s) of the other applicant(s)?
Please check the Fund Priority Area(s)
applicable to the Project.
Innovation
Research &
Development
Strategic Program
Development
Geographic area(s) served by organization's current programs and services
Geographic area(s) to be served by the project of this application

C. Applicant Eligibility
C1. Status
Does the applicant have charitable status with the Canada Revenue Agency?
If yes, what is the applicant’s charitable registration number?
If no, is the applicant a non-profit corporation?
Yes
Yes
No
No
What is the applicant’s non-profit business or trust number?
Does the applicant meet all of the Applicant Eligibility criteria under Section 3 of the Guidelines?
Does the applicant fall within any of the categories of Applicant Ineligibility?
Is the applicant aware of or involved in any legal action or Canada Revenue Agency investigation
that could affect or jeopardize its charitable or non-profit status?
Yes
Yes
Yes
No
No
No
C2. Mandate
Is the applicant’s mandate oriented predominantly to serve low income and otherwise economically
disadvantaged people and/or groups?
Yes
No
Mission/Purpose of Applicant (50 word maximum. Answer is limited to the space provided below.):
History of Applicant (100 word maximum. Answer is limited to the space provided below.):

C. Applicant Eligibility (continued)
Main Programs and Services - please describe, or indicate the information is contained in the submitted
Annual Report of the organization. (200 word maximum. Answer is limited to the space provided below.)
C3. Track Record and Commitment
Does the applicant currently deliver financial literacy programs and/or services?
Yes
No
If yes, how long has the applicant been involved in financial literacy work?
(years)
Does the applicant have an established service delivery framework currently operating in
financial literacy or other human/social services?
Yes
No
Please describe the applicant’s track record and structure in delivering financial literacy or other human/social
services. If financial literacy will be new to the organization, please describe the reason for entering the field and
the strategy to incorporate financial literacy into the applicant’s services. (250 word maximum. Answer is limited to the
space provided below.)

C. Applicant Eligibility (continued)
C4. Financial & Governance Practices
Does the applicant have audited financial statements?
Does the applicant have a Board of Directors?
Does the Board of Directors have a Treasurer or Audit Committee?
What is the annual operating budget for the current fiscal year? $
Does the applicant have an operating deficit?
If yes, what is the amount? $
What are the applicant’s sources of revenue? Please allocate proportions:
Yes
Yes
Yes
Yes
No
No
No
No
Federal government %
Provincial government
Municipality
Grants (private sector)
Donations/fundraising
Fees
Other
%
%
%
%
%
%
Please describe any practices, systems or methods that demonstrate the applicant’s sound financial,
management, and governance policies. (200 word maximum. Answer is limited to the space provided below.)

D. Project Description & Outcomes
Does the applicant meet all of the Project Eligibility criteria under Section 3 of the Guidelines?
Yes
No
D1. Project Impact
In several sentences, please describe the impact the project will have. (Detailing the amount of funding, the project
objective, the number of communities and/or clients impacted. Answer is limited to the space provided below.)
How many people is the project expected to directly reach and/or affect in each project year?
What is the project’s expected benefit to the clients/community/field of financial literacy? (100 word maximum.
Answer is limited to the space provided below.)
Please describe how the project fits into one or more of the Fund’s Priority Areas describe in Section 2 of
the Guidelines. (150 word maximum. Answer is limited to the space provided below.)

D. Project Description & Outcomes (continued)
Please describe, in concrete terms, any elements of the project which conform to the points under Project
Assessment in Section 3 of the Guidelines. (300 word maximum. Answer is limited to the space provided below.)
D2. Project Description
Please list the names and titles of the people leading the project and briefly describe their qualifications relevant to
their roles in the project:
Name & Title
Qualifications
If there are partnerships and/or collaborations as part of the project, please list the organizations and describe each role:
Organization Name
Role in Project
Please list/describe any other sources and amounts of financing the organization is seeking or has allocated to the project:

D. Project Description & Outcomes (continued)
Please provide a thorough description of the project by detailing its Objective, Rationale, Timeframe, Methods,
Activities, and Impacts/Outcomes. Ensure that the description is specific, detailed, and clear in terms of the
undertakings and structure of the project. The Methods and Activities should comprise the great majority of this
section. (800 word maximum. Answer is limited to the space provided below.)
Continue to next page if needed.

D.
Project Description & Outcomes (continued)
continued ....

E. Applicant Declaration
The undersigned authorized representative(s) of the Applicant hereby:
Authorize(s) Social Enterprise and Development Innovations (SEDI), as administrator of the TD Financial Literacy Grant
Fund, to discuss and disclose any and all information and documentation which relates in any way to the funding
application with, but not limited to, SEDI’s Grant Review Committee, SEDI’s Board of Directors, legal counsel, and other
proposed financiers of the project in the application.
Authorizes the TD Financial Literacy Grant Fund to disclose on SEDI’s website, a separate website of the TD Financial
Literacy Grant Fund, and/or on any TD Bank Financial Group website any and all information pertaining to the application,
if funded.
Authorize(s) the TD Financial Literacy Grant Fund or its authorized representatives to perform audits of the project.
Agree(s) that the applicant shall notify the TD Financial Literacy Grant Fund if and when any material changes occur to
any of the submitted documents or information.
Declare(s) the information provided in the application form and in other submitted documentation is accurate and
complete.
Acknowledge(s) that the TD Financial Literacy Grant Fund will require the Applicant to execute a contract which governs
the terms and conditions of the grant and the responsibilities of the Applicant.
Acknowledge(s) that the TD Financial Literacy Grant Fund has full discretion in the administration and application of the
fund’s guidelines to ensure that funding is provided to those projects which most appropriately contribute to the
fulfillment of its objectives.
The undersigned hereby solemnly declare(s) and warrant(s) that the information and documents submitted for
this application are accurate, true, and complete, and make(s) this solemn declaration knowing that it is of the
same force and effect as if made under oath.
Signature:
Name:
Title:
I am duly authorized
(please print)
Signature:
Name:
Title:
I am duly authorized
(please print)
Date:
(dd/mm/yyyy)
Date:
(dd/mm/yyyy)

DOCUMENT CHECKLIST 2012 2013 -
The following documents form part of an application to the TD Financial Literacy Grant Fund. One hard copy of each
document must be submitted by mail along with the application form. Please include the Document Checklist when
submitting the application both by mail and online. Check the boxes to indicate the document has been enclosed with
the hard copy of the application submitted by mail.
Applicant Eligibility
1. Incorporation documents (proof of incorporation).
2. Past 3 years of audited financial statements.
3. List of Board of Directors members including their non-Board job/role. Please indicate who is the Treasurer of the
Board and any members of the audit committee.
4. Most recent annual report.
Project Description
5 . Project budget with detailed line items corresponding to the project's activities.
6. Workplan corresponding to the project's activities and timelines. (summary level; maximum 1 page)
7 . Evaluation plan. (maximum 1 page)
8 . Project results dissemination plan. (maximum 1 page)
9 . Financing agreement(s) from other sources of revenue related to the project (if applicable).
Applicant Declaration
10 . Application Form completed in full and Applicant Declaration signed/dated.
11 . The Application Form (but not supporting documents listed above) has been submitted online.
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