All grant applicants must submit their grant application via the Charitable Trust online portal by April 14, 2019. We recommend that all applicants use Google Chrome or Mozilla Firefox to complete their application.

register for mandatory workshop

You must attend one of the two mandatory workshops for your organization to submit an application. Before submitting an application, you will be asked to create an account so you can access the application.

Saving your entries

Your form will automatically save your entries as you move through the application. If you are not able to complete the application in one sitting, be sure to click “Save and Continue Later” at the bottom of the screen. You may work on the application until you click the “SUBMIT” button, which is located at the bottom of the last section of the application. Upon submission, you will receive confirmation that your grant application has been successfully submitted, as well as a copy of your application.

Previewing Your Application

When you have completed the application, you may click on the “PREVIEW” button, which is also located at the bottom of the last section of the application. This will allow you to review your application and make edits if needed. You will also be able to download a copy of the application for your files.

Narrative Sections of the application

It is recommended that you cut and paste the narrative sections of the application from a Microsoft Word document into the application form, as formatting features in the online platform are limited. This also ensures you have a hard copy of the document.

Financial Information

A budget template (active Excel document) is embedded in the application. You may also download it by CLICKING HERE. Please download and edit it for submission. Use standard categories for expenses, i.e., personnel, printing, transportation. Provide as much detail as possible, including amount of key staff time to be spent on proposed programs. Space for a budget narrative has been provided to enable applicants to provide rationale and/or breakdown of line items.

Uploading required documents

Several documents are required to be uploaded into the application. You will be asked to name each file (document). Be sure to include the name of your organization, e.g., ABC Organization-IRS Letter of Determination. Submit documents in PDF, DOC, JPG, XLS, or CSV formats.

To remove or replace an uploaded document, click “Choose File” next to the file name.

Required Documents INclude:
  • IRS 501(c)(3) Determination Letter
  • Current Certificate of Status provided by the Maryland State Department of Assessments and Taxation
  • Current Fiscal Year Budget vs. Actuals
  • Prior Year Fiscal Year Budget vs. Actuals
  • Proposed Program Budget
  • Most recent Independent Financial Audit or Review, conducted in compliance with state and/or federal regulations or by choice.
  • Most recent 990 or 990EZ
  • If an independent Financial Audit or Review is not conducted and if a 990 or 990EZ is not filed, upload your most recent year-end financial report showing budget vs. actuals signed by your chief volunteer officer (board chair or president).
  • Board of Director list with member affiliations or prior affiliations
  • Key staff list with short biographies

technical assistance

If you need technical assistance, please contact Devin Watts at dwatts@charlesnonprofits.org or at 301-934-3700.

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