Skip to content

2026 Local Community Grant Program Application for Osaic-affiliated Financial Professionals, their staffs and Home Office Employee Volunteers

Program Overview:

Grant Amounts are prioritized to eligible nonprofits at which the Financial Professional (Advisor), their Staff Member or the Home Office Employee is personally and actively engaged as a volunteer. Note: Contingent Workers (contractors) are not eligible to apply.

The recipient organization must demonstrate it is a qualified U.S. based nonprofit organization with tax exempt status granted under the Internal Revenue Code Section 501(c)(3).

The types of projects/programs eligible for funding include, but are not limited to:

· Health & Human Services, with a focus on your local community
· Education, with a focus on financial literacy
· Cultural Activities, such as museums and theater groups
· Civic/Service organizations, such as scouting, youth sports, animal rescue, first responder

We recommend working with a contact at the nonprofit to help you collect the information necessary to complete this application. Use the PDF worksheet available for this purpose. It may also be helpful to review the list of 2025 recipients.Should you have any questions, please contact: OsaicFoundation@osaic.com.

Note: Grant eligibility is restricted to your volunteer involvement with no more than (2) charities. Each volunteer engagement must be on a separate application; do not combine into one application. Applicant Reviews will be conducted during April and you and/or the charity may be contacted for more details. Grant Disbursements to charities of successful applicants will be notified and made in the mid-May/early-June timeframe.
Special consideration is given to Group Volunteer activities, hosted by an office or site.

Nominator Information
1.Your First Name(Required.)
2.Your Last Name(Required.)
3.What Applicant Type are you? (no applications accepted direct from a charity)(Required.)
4.Indicate what Osaic region you are located in:(Required.)
5.Your Email Address(Required.)
6.Best phone number to reach you about this application(Required.)
7.How many years have you volunteered with the non-profit organization?(Required.)
8.In what capacity are you involved? i.e. what are your duties when you volunteer, what tasks do you perform, etc.(Required.)
9.How many hours do you spend volunteering per week/month/quarter, or per "event" that you attend?(Required.)
10.If this is for an Osaic Group Volunteer event, describe approx. timing and expected # of participants:
Nonprofit Information
11.Name of Nonprofit Organization(Required.)
12.Nonprofit full STREET ONLY address (or PO Box)(Required.)
13.Nonprofit located in what CITY(Required.)
14.Nonprofit located in what STATE (use USPS abbreviation)(Required.)
15.Nonprofit Mailing Address ZIP CODE(Required.)
16.Nonprofit Website and/or Facebook URL(s)(Required.)
17.If selected to receive a grant, would your charity prefer to receive a paper check via mail, or a money transfer via ACH (automated clearing house)? For speed and security, we strongly paying by ACH. If via ACH, please carefully provide below where noted: 1) Bank Name, 2) Routing #, and 3) Account #. Not giving that data here will delay the funds transmittal.(Required.)
18.Tax ID (can be obtained from charity or found at charitynavigator.org)(Required.)
19.Key Contact Name at the Nonprofit(Required.)
20.Key Contact Title(Required.)
21.Key Contact email address(Required.)
22.Key Contact phone number(Required.)
Nonprofit Background
23.Mission & Vision(Required.)
24.Primary Geographic Area of Community Impact(Required.)
25.Is the Nonprofit a local or regional chapter of a national Nonprofit?(Required.)
26.How many paid employees work at the (local) organization?(Required.)
27.How many volunteers assist on average each year at the Nonprofit?(Required.)
28.Does the organization receive funding from United Way, or State/Local Government Funding/Tax Revenue? (If so, list % of budget)(Required.)
29.How many people have been served by the Nonprofit in the most recent full year?(Required.)
30.Describe the population the organization serves.(Required.)
Grant Request
31.Purpose or Anticipated Results of Grant / How will it be used?(Required.)
32.If for a specific project at the Nonprofit, provide details including start/end dates.(Required.)
After you successfully submit your application, your browser will be transferred to the Osaic homepage...that signifies your application was successfully logged in our system... Thank you!