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General Guidelines for Grants


 

All information regarding requests is confidential and must not be discussed outside of the Governing Committee or the committee assigned to investigate the need. 

 

The recipient must be a member of the Society or an eligible surviving spouse or dependent. 

 

Grants may be made to members of inactive Chapters. The Society will support grants made to a member of an inactive Chapter.

 

The need for assistance must be documented. Use the Quarter-Century Society Financial Needs Assessment Form.

 

The request must be timely; no request should be considered that is 90 days older than the date of the subject invoice, event or supporting documentation.

 

All grants must be in the form of a check to the individual or creditor. Grants may never be made in the form of cash or money order.

 

Grants must be for documented critical needs; i.e., food, clothing, shelter, medical or other needs as approved by the Governing Committee.

 

Grants may not be used to assist an individual experiencing financial difficulties due to poor financial management or judgment or negligence; e.g., credit card debt.

 

In the case of the aged, governing committees are encouraged to deal directly with creditors and make a serious effort to negotiate a reduction in claims in exchange for written proof that the debt is fully paid. In such cases, the check from the Society should be written directly to the creditor.

 

Grants should cover only “reasonable and customary” expenses.

 

Grant checks should be delivered to the recipient by a member of the Governing Committee

 

An IRS form 1099 must be filed for any individual receiving $ 600 or more in grants in a calendar year. The grantee must, therefore, provide their social security number.

 

 

 

 

October 2008