Proposal template for “Tax Counseling for the Elderly”

1. Executive summary

In 4–6 sentences, summarize who you are, the need you address, what you will do with this funding, and the outcome. Mention that you are applying to Tax Counseling for the Elderly for this opportunity.

2. Statement of need

Define the problem with data. Show how it aligns with this program’s purpose (funding area: Other) and the population you serve.

3. Goals & objectives

State one clear goal and 2–4 SMART objectives (specific, measurable, achievable, relevant, time-bound). Tie timelines to a project period that begins after the May 2023 deadline.

4. Approach & methodology

Describe the activities, who carries them out, and why this approach will work. Reference any evidence base or prior results.

5. Eligibility confirmation

Confirm your organization matches the eligible applicant types for this opportunity and note your registrations (SAM.gov, UEI).

• Native American tribal governments (Federally recognized)
• Nonprofits with 501(c)(3) status (other than higher education)

6. Budget narrative

Justify each major cost and tie it to the activities above. This opportunity’s award range is the funding range published by the agency, with about 100 award(s) expected—size your request accordingly.

7. Evaluation & outcomes

Explain how you will measure success, what data you’ll collect, and how you’ll report results to Tax Counseling for the Elderly.