Grantseekers Overview

Opportunities to improve the quality of life and health for North Carolinians remain abundant. The Kate B. Reynolds Charitable Trust has a unique mandate and perspective that honors the wishes of Mrs. Reynolds’ whereby 75% of the Trust’s funding is dedicated to improving health and wellness in North Carolina, and 25% is dedicated to improving the quality of life and supporting basic needs in Forsyth County, North Carolina.

The Trust is also committed to making a difference by existing to protect and improve the lives of those who need it most—vulnerable populations, the underserved, and the economically disadvantaged. We invest where we believe we can make the greatest difference today and in the future.

Types of Grants

The Trust funds grants that benefit the financially needy, which may include individuals living at or below 200% of the federal poverty level, the uninsured, and those eligible for Medicaid and/or the free and reduced school lunch program. Grants generally fall into two categories:

Operating Program Grants—generally for new programs or the expansion of existing programs and occasionally for short-term "bridge funding" for an existing program when there is a reasonable expectation of the availability of a new source of revenue in the near future.

Capital Projects Grants—generally for construction/renovation projects or for equipment purchases. The work of capital projects is focused almost entirely in Tier One counties.

Types of Proposals

Funded operating program proposals may include both direct services to people in need and support for the organizations, groups, and ideas that can lead to grassroots changes and systemic improvements. In general, the Trust funds:

  • Capacity building: includes support for efforts to increase organizational and community effectiveness (e.g. staff and board development activities; leadership programs; organizational and resource development planning; core business operations support and training; and technology-based systems enhancements)
  • Direct services
  • Grassroots changes or systemic change efforts
  • Program planning: development of specific operating programs within an interest area or impact strategy
  • Technical assistance: short-term capacity building activities related to the achievement of outcomes for a specific grant funded by the Trust. (e.g. use of consultants or training on new program methodologies)

The Trust generally does NOT fund:

  • General organizational expenses
  • Mandated community health assessments
  • Medical research
  • Processes for organizational accreditation
  • Programs or projects ordinarily supported by government funds
  • Support for grantee staff to pursue a degree or other intensive education and training

Grant Terms

Grant terms are developed in consultation with a program officer for a period of up to three years. Grant support, via multiple grants, may cover a period of up to seven years.

Grant Amounts

Grants usually are not awarded as the total means of financial support, but preferably in conjunction with other sources of funding. Also, the Trust does not prescribe maximum grant amounts for operating programs. The maximum grant amount for capital construction projects is $150,000. The maximum grant amount for capital equipment projects is $100,000. Exceptions may be made for capital projects that serve an extremely high number of financially needy individuals.

Application Process

Both program area’s application processes take around three months; information detailing special requests for applications and cycle-specific funding interests will be available on the Trust’s website in November and May. The Trust’s application deadlines are the second Tuesday in February and the second Tuesday in August. All submissions must be received online by 5pm on the deadline date.

Review and Notification

Both program areas gather input from their advisory councils in March and September, and evaluate proposals and make recommendations to the Trustee following that process. Notification of funding decisions generally occurs between 90 and 120 days after the application deadline (late May and November).

Applications are assessed based on multiple criteria including:

  • Funding Interest: Does the request focus on one of the Trust's funding interests?
  • Impact: What is the depth and scope of the request's proposed impact?
  • Organizational Capacity: How capable is the applicant of achieving the stated impact? Has the organization had past success with similar projects?

Priority is also given to applications that:

  • Impact Tier One counties
  • Involve community-based collaborations, where the applicant is working with local organizations like schools, human service agencies, government, churches, or neighborhood associations
  • Demonstrate integration of care between behavioral health and primary care systems, where interdisciplinary health care providers (whether they be outpatient, inpatient, medical, dental or mental health) collaborate to provide the best possible health outcomes for the target population.

Funding decisions are made by the Trustee, Wells Fargo, upon recommendation from the staff and input from the advisory councils, according to these interests and other factors, including the availability of funds.

Grant Requirements

Reporting: The Trust’s program and evaluation staff will follow-up with grantees on a regular basis during the grant period, and shortly thereafter, to request reports describing the project’s impact and verifying the implementation of the grant-funded program/project. We will also be seeking input on what your organization learned from the experience, as well as what the Trust should learn. Report forms are based on the questions from the grant application, and available on this website.

NOTE: Guidelines are subject to modification. Please check the Trust’s website for potential updates each time your organization plans to submit an application.

For greater detail regarding the application process, please visit the programarea-specific grantseeker section of this site to view and download relevant application documents.