Sabbatical Grant

Sabbatical Grants provide support for a nonprofit organization during a period of Sabbatical for the nonprofit CEOs/EDs renewal. We give up to $25,000 for the salaries of interim staff, stateside travel, housing, and learning opportunities for the Executive Director/CEO. Learning opportunities can include personal/professional coaching, spiritual direction, management programs, retreats, and conferences. Requests for travel are limited to $5,000 of the maximum $25,000 request. The CEO/ED must have worked in a nonprofit for at least 7 years, with a at least 5 of those years as the CEO/ED. Please visit our resources page for self-care resources.

In addition to meeting our general eligibility requirements, Sabbatical Grant applicants must also:

  • show organizational sustainability and be financially stable
  • have received unrestricted operating funds from The Trust.
  • Guarantee continued full time employment status with on-going benefits provided during the period of leave.

1. Required Forms

Please download the Application Budget Form and the Sabbatical Grant Checklist to submit with your Sabbatical Grant application. The remaining forms will be submitted with the progress and final reports.

2. Application Details

The preliminary application is the first part of the grant application. The full proposal is the final part of the grant application. Deadlines for both parts of the proposal are located here.
Organization Information

  1. Identify your organization, including name, mailing address, phone, and fax, as well as a 100-word description of your organization and its mission.
  2. Indicate the Annual Budget for your organization.

Contact Information

  1. Name the primary contact for this request.
  2. Name your organization’s Executive Director/ President or CEO.

Needs Assessment

  1. Why is now a good time, personally and professionally, for you to take a sabbatical? What issues or problems would you like to address during your sabbatical? How does your ProQOL* score reflect the personal and professional issues you are facing? (500 words)

*Download and complete the ProQOL tool to assess your current quality of life. Include those results with your proposal and project the change in score that you expect to achieve as a result of the sabbatical.

Specific Plan

Please outline your proposed sabbatical plan and include the length of time, a timeline of specific activities/courses of study, and estimated costs. (500 words)

 

Organization Information

  1. Identify your organization, including name, mailing address, phone, and fax, as well as a 100-word description of your organization and its mission.
  2. An update of your most recent year’s organization accomplishments and statistics. Please limit your response to 500 words.

Contact Information

  1. Name the primary contact for this request.
  2. Name your organization’s Executive Director/ President or CEO.

Needs Assessment

Why is now a good time, personally and professionally, for you to take a sabbatical? What issues or problems would you like to address during your sabbatical? How does your ProQOL* score reflect the personal and professional issues you are facing? (500 words)

*Download and complete the ProQOL tool to assess your current quality of life. Include those results with your proposal and project the change in score that you expect to achieve as a result of the sabbatical.
Specific Plan

Please outline your proposed sabbatical plan and include the length of time, a timeline of specific activities/courses of study, and estimated costs. (500 words)

Goals

  1. Based on your ProQOL scores, what are your anticipated goals for the sabbatical? How will your proposed plan help you accomplish these goals? (200 words)
  2. Describe the organization’s temporary leadership plan. How will the CEO’s duties be covered during sabbatical? How are you preparing the organization and staff for your absence? How will you transition from sabbatical back into the organization? (500 words)

Staff Impact

  1. How will the staff benefit from your sabbatical? What additional compensation and supports will be provided to staff taking on additional responsibilities? How will this enhance the existing staff’s leadership and professional development? (300 words)

Institutionalization

  1. How would you personally operationalize the activities and/or course of study from sabbatical upon completion? (250 words)

Project Financial Information

  1. Budget Justification: Give a detailed description of what is included on each line item and how the totals per line item were reached. (1,250-word limit)
  2. Describe how your organization plans to institutionalize and sustain the practices that were put into place by this grant once the grant term is completed. For example, would additional sabbaticals be offered in the future and/or other staff be eligible for sabbatical even in absence of The Trust’s funding? (1,000-word limit)

Required Attachments

  1. The Budget Form
  2. Contact Information and Letter of Support from the Board Chair
  3. Sabbatical Grant Checklist
  4. Unaudited Profit and Loss Statement/Statement of Activities (P&L) with aggregate year-to-date data rather than month by month statements. P&L for the year-to-date period should show AT LEAST six months of activity AND be through the most recently completed quarter.
  5. Unaudited Balance Sheet/Statement of Financial Position as of the date that the Profit and Loss Statement ends. For example, if your P&L is for January 1 – December 31, 2017, the Balance Sheet should be as of December 31, 2017.
  6. Organizational Chart that reflects the current leadership structure. (Please upload your chart as a pdf file and include the names and titles of staff.)

Please contact Jennifer Oldham for questions about Sabbatical Grants at (615)284-8271 ext 114.

We evaluate Sabbatical Grants based on responses to the following questions.

1. Does this agency employ programs that benefit the health of individuals in Middle Tennessee?

2. Has the applicant clearly explained the need for sabbatical and outlined activities to address those needs?

3. Is the pre-departure plan realistic and does it demonstrate the likelihood of organizational sustainability during the sabbatical?

4. Is the leadership, particularly the Board of Directors, committed to implementing this sabbatical program?

5. Does the application include specifics about how the staff will benefit??

6. Is the budget realistic and appropriate to the scope of the proposed program?

Sabbatical grantees are required to submit a progress and final report. The following questions are included in those reports. To submit your progress or final report, please log in to your account and select “requirements.”

1. Describe realized or unrealized expectations and hopes for you, the identified responsible staff, and the organization as a result of this sabbatical?

2. What did you bring back from sabbatical?

3. What pre-sabbatical habits did you leave behind?

4. What insights on managing/leading the agency did you gain during sabbatical?

5. How has the organization benefited from your sabbatical?

6. How did you use the resources of a Sabbatical grant award and release time for personal development to enhance leadership, services, and operational effectiveness within your organization? Include specifics about your activities or course of study and length of time. (800 words).

7. Please provide any advice or words of wisdom that you would share to any organization that is considering applying for a Sabbatical Grant.

Required Attachments

Current Financial Statements for  Progress Reports

1. Unaudited Profit and Loss Statement/Statement of Activities (P&L) with aggregate year-to-date data rather than month by month statements. P&L for the year-to-date period should show AT LEAST six months of activity AND be through the most recently completed quarter.

2. Unaudited Balance Sheet/Statement of Financial Position as of the date that the Profit and Loss Statement ends. For example, if your P&L is for January 1 – December 31, 2017, the Balance Sheet should be as of December 31, 2017.

3. Interim Leadership Survey

Current Financial Statements for Final Reports

1. Unaudited Profit and Loss Statement/Statement of Activities (P&L) with aggregate year-to-date data rather than month by month statements. P&L for the year-to-date period should show one year of activity AND be through the most recently completed quarter.

2. Unaudited Balance Sheet/Statement of Financial Position as of the date that the Profit and Loss Statement ends. For example, if your P&L is for January 1 – December 31, 2017, the Balance Sheet should be as of December 31, 2017.

3. Interim Leadership Survey

Ready To Start?

Applicants must also meet our general eligibility criteria. You will need your agency’s Tax ID number to begin the application. Please remember to update and save after modifying any of the fields. We also suggest that you save your text in a Microsoft Word document as a backup.

Begin your application or return to a saved application below.

Begin Your Application