How To Apply Consumer Financial Education Fund

To apply, applicants must complete a 2-step process using our online grant system. The first step is to submit a letter of inquiry. Any group that meets the eligibility criteria is welcome to submit a letter of inquiry; we expect to receive a large number of these submissions. The second step is to submit a full proposal. Because of limited funding, only a select number of applicants will be invited to submit a full proposal. Both steps are discussed in more detail below.

It is anticipated that the application process will be highly competitive. It is expected that most proposals will be for 12-month grant periods; however, multi-year proposals are encouraged where appropriate. The maximum allowable total request is $75,000 even for multi-year proposals. Applicants are encouraged to seek funding for projects starting January 1, 2019.

To return to our online grants application system visit //


Step 1: Submit Letter of Inquiry (REQUIRED)

Any group who meets the eligibility requirements and has an appropriate project is welcome and encouraged to submit a letter of inquiry. All interested applicants must submit a letter of inquiry in our online grants system as an initial step. This letter allows Rose Foundation to determine if the proposal appears to be a good fit for the Consumer Financial Education Fund.

You must register your organization with our online grants system to submit a Letter of Inquiry (if you have previously applied for a grant from Rose Foundation, you may use your existing log-in information). No application materials will be accepted by email, fax, or any other means besides the online system. To register, you will need the organization’s name, tax ID number, website address, telephone number, email address, mailing address, contact person’s name, and position. Your email address will be your logon ID and you will set up a password.

The letter of inquiry is an introduction to the applicant and the proposed project. There will be some questions regarding the applicant and questions about the project itself. Please use this opportunity to give us an idea of who you are and what you want to do.

The deadline for letters of inquiry is August 24, 2018 at 5:00pm PDT.


Step 2: Submit Full Proposal (By Invitation Only, Based on Letters of Inquiry)

Based on their letters of inquiry, a limited number of applicants will be invited to submit full proposals. If invited to submit a proposal, you will have the opportunity to write a detailed description of your proposed project, including importance and relevance of the project, workplan, outcomes and evaluation methods, staff and board lists, references, full financial information (including project budget, organizational budget, income and expense statement, organizational contributors, and additional funders), as well as other information.

After review of all Letters of Inquiry, a limited number of applicants will be invited to submit Full Proposals. Invitations to apply and decline notifications will be sent out by October 31, 2018. If a full proposal is invited, it will be due December 14, 2018 at 5:00pm PDT.

Click here to return to application process – only if your organization has been invited to submit a full proposal



Grant Decisions will be announced in February 2019.

For More Information

Anya Diamond, Program Officer
adiamond -at-

Click here to download a copy of the 2018 Request for Proposals.

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