MEMBERSHIP APPLICATION FORM GRANTMAKERS of by alicejenny

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									                               2012 MEMBERSHIP APPLICATION FORM

GRANTMAKERS of Oregon and Southwest Washington is a nonprofit membership association whose mission
is to inspire effective philanthropy. Membership in GRANTMAKERS is available to any qualifying
organization or individual whose primary purpose is grantmaking. Grants must be to multiple
organizations or individuals. GRANTMAKERS is committed to providing members with networking,
knowledge and professional development opportunities that meet member needs and add critical value to
their work.

Please print or type
Organization:__________________________________________________________________
Address:____________________________City:______________State:_____Zip:___________
Phone:____________________Fax:___________________Email:________________________
Website address: _______________________ Primary Contact: ________________________
Assets (market value) _______________ For year ending ____________

Total annual grants/donations/direct charitable expenses of operating programs in
the Oregon and Southwest Washington in 2011: $____________

Annual Operating Expenditures – Only required for Public Foundation, Public Charity or Government Entity:
$ ________

MEMBERSHIP CATEGORY - PLEASE INDICATE CATEGORY ACCORDING TO CRITERIA ON REVERSE
   Community Foundation                                      Private Operating Foundation
   Corporate Contributions Program                           Public Foundation, Charity,
   Corporate Foundation                                          Government Entity
   Private Foundation                                        Organized Giving Circle
   Tribal Grantmaker Please indicate how organized_________________________
   Donor Advised Fund Please indicate where funds are held _________________
   Trust Company or Bank See criteria on reverse
   Associate Member Please indicate category listed on reverse ________________


PLEASE SUBMIT A COPY OF YOUR GRANT GUIDELINES AND LAST ANNUAL REPORT (If you have no
guidelines, state area of grantmaking focus or geographic limitations)

ENCLOSURES - NEW APPLICANTS ONLY
IRS determination letter             Yes                   Not Applicable
Latest Form 990 or 990-PF            Yes                   Not Applicable
Latest Annual Report or grants list  Yes                   Not Applicable

ELIGIBILITY: The following groups making grants in Oregon and southwest Washington are eligible for
membership. Exceptions must be approved by the board of directors.

MEMBERSHIP CRITERIA
  Private grantmaking foundations
  Private operating foundations endowed to operate programs and award grants determined by donor or
  governing body
    Community foundations subsidized by endowments and a broad group of contributors
    Corporate foundations
    Corporations with a grantmaking program or organized giving program
    Public foundations, charities or government entities whose principal purpose is grantmaking. Grants
    awarded should make up at least 50% of the organization’s total annual expenditures (does not include
    allocations to affiliate organizations or pre-selected grantees)
    Organized Giving Circles with a grantmaking program
    Individuals with donor advised funds
    Any trust company or bank that manages charitable funds, trusts, or foundations that make grants for
    charitable purposes

ASSOCIATE MEMBERSHIP CRITERIA
   Retired Grantmakers who are not active as independent consultants to grantmaking organizations
   (independent consultants may attend programs at the request of a member organization)
   Individuals living in Oregon or southwest Washington who are active members of eligible grantmaking
   organizations that make grants outside Oregon and southwest Washington.
   Affinity groups recognized by the Council on Foundations
   Emerging members – individuals, groups of individuals, companies, and other potential members who
   are exploring the formalization of a grantmaking program (maximum two year associate membership)

    Estimated 2011 Grants Awarded          Estimated 2011 Grants Awarded in
    in Oregon and SW Washington 2012 Dues       Oregon and SW Washington                           2012 Dues
                              Assc.   $375              2,000,000-2,999,999                              $3,750
                         <100,000     $500              3,000,000-3,999,999                              $4,125
                   100,000-199.999  $1,125              4,000,000-4,999,999                              $4,188
                   200,000-349,999  $1,813              5,000,000-7,499,999                              $4,563
                   350,000-499,999  $1,875              7,500,000-9,999,999                              $4,625
                   500,000-749,999  $2,375            10,000,000-14,999,000                              $6,563
                   750,000-999,999  $2,438            15,000,000-24,999,999                              $9,063
               1,000,000-1,999,999  $3,719                      >25,000,000                             $10,313

  Discount: Members with offices located fifty miles or more outside the Portland metropolitan area may
      take a 25% discount. Government entities receive a 50% discount and dues capped at $3000.

ELIGIBILITY FOR ATTENDANCE: Any person officially affiliated with the grantmaking program of a member
organization or an organization eligible for membership may attend meetings and other activities of the
association. Members are allowed to bring guests only when such guests would be eligible for membership.

CODE OF CONDUCT: The meetings and activities of the association shall not be used for soliciting grants,
attempting to influence the grantmaking decision of members or to solicit for professional services. The
foregoing is not intended to stifle networking, collaboration, or special programs offered to the membership
by GOSW. It is intended to maintain a comfortable, respectful atmosphere in which professional
relationships can be maintained. Therefore, discussions at meetings are to be considered “off the record”
unless explicitly excepted. Unless invited by the board or its chairperson, attendance by grantseekers or other persons
not eligible for memberships shall not be permitted.

Submitted by*__________________________________________Date_______________

*I certify that this organization is eligible for membership and recognizes GRANTMAKERS Guiding Principles and
suggested practices.
      GRANTMAKERS of Oregon and Southwest Washington PO Box 6381, Portland, OR 97228-6381
                     (P) 503.226.6340 (F) 503.228.5840 (E) info@gosw.org (W) www.gosw.org

								
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