Mohamed Fayad notes
IPT Grant Proposal Guidelines
The Grant Process
The primary mission of IPT is to provide non-commercial, independent, objective information needed by consumers to make informed investment decisions. Letters of inquiry and proposals must seek to advance government and/or nonprofit investor education initiatives. Activities supported by grants and program-related investments must be charitable, educational or scientific, as defined under the appropriate provisions of the U.S. Internal Revenue Code and
Treasury Regulations. The IPT monitors grants through regular financial and narrative reports submitted by the grantee. The IPT supports pluralism and equal opportunity in its grant making and in its internal policies.
The Trustees will provide the state administrator a copy of any specific requests from their state.
Comments or suggestions from each state administrator will be carefully considered. Such comments will be part of the IPT review process in determining whether the application meets the IPT funding criteria.
Proposals for grants to the IPT are accepted by invitation upon the receipt of a meritorious Letter of Inquiry.
Eligible Applicants
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State Securities Administrators
Non profit, 501(c)(3) organizations
Non profit educational institutions
Federal, state, and local governments
Colleges and universities
Other categories as the IPT Trustees deem appropriate
Acceptable Types of Proposals
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Programs designed for the purpose of investor education and research and education with respect to the protection of investors, and to equip investors with the knowledge and skills necessary to make informed investment decisions. Investor education can and should cover all aspects of individual investing and investment vehicles. General financial literacy may be included as a component of investor education provided the initiative as a whole is investor education.
State specific initiatives designed to
The Grant Process
The primary mission of IPT is to provide non-commercial, independent, objective information needed by consumers to make informed investment decisions. Letters of inquiry and proposals must seek to advance government and/or nonprofit investor education initiatives. Activities supported by grants and program-related investments must be charitable, educational or scientific, as defined under the appropriate provisions of the U.S. Internal Revenue Code and
Treasury Regulations. The IPT monitors grants through regular financial and narrative reports submitted by the grantee. The IPT supports pluralism and equal opportunity in its grant making and in its internal policies.
The Trustees will provide the state administrator a copy of any specific requests from their state.
Comments or suggestions from each state administrator will be carefully considered. Such comments will be part of the IPT review process in determining whether the application meets the IPT funding criteria.
Proposals for grants to the IPT are accepted by invitation upon the receipt of a meritorious Letter of Inquiry.
Eligible Applicants
•
•
•
•
•
•
State Securities Administrators
Non profit, 501(c)(3) organizations
Non profit educational institutions
Federal, state, and local governments
Colleges and universities
Other categories as the IPT Trustees deem appropriate
Acceptable Types of Proposals
•
•
•
•
•
•
Programs designed for the purpose of investor education and research and education with respect to the protection of investors, and to equip investors with the knowledge and skills necessary to make informed investment decisions. Investor education can and should cover all aspects of individual investing and investment vehicles. General financial literacy may be included as a component of investor education provided the initiative as a whole is investor education.
State specific initiatives designed to