Grantmaking Guidelines and Criteria

The Foundation provides grants to not-for-profits and local government for programs and projects that improve the lives of older adults and caregivers in Dutchess, Putnam and Westchester Counties, NY. Priority is given to those that focus on seniors’ and caregivers’ most basic needs.

Letter of Inquiry

The Foundation awards grants twice a year. Applications for grants are by invitation only. Organizations who meet the Foundation’s grant guidelines and criteria may send a Letter of Inquiry to be considered for a future grant.

To submit a Letter of Inquiry: Download, complete and email the LOI Cover Sheet document, below, with your Letter of Inquiry to Patti Lavan Horvath, Program Officer, at

Download LOI Cover Sheet

Geographic Restrictions

Giving is limited to Westchester, Putnam, and Dutchess Counties, NY.

Focus Areas

The Foundation funds programs and projects that directly impact low-income and vulnerable older adults and their caregivers in the following areas:

  • Food insecurity
  • Home-based care services
  • Respite and support services for spouses/relatives caring for older adults at home
  • Safety and security
  • Social work/Case management
  • Transportation options for older adults, caregivers, or home health aides

General Criteria

Potential grantees that fit into our focus and geographical areas also need to meet the following criteria:

  • Have an annual operating budget of at least $1 million*
  • Have a full time, paid executive director*
  • Have a board of directors with adequate scope of expertise (Not-for-Profit organizations)
  • Have a history of providing direct services to elders and/or their caregivers in our geographical area, or have an interest in expanding a program to our geographical area

*does not apply to small grants

Types of Support

The Foundation will consider projects for the following types of grants:

Small Grants, up to $15,000

  • Project/program support
  • Minor capital improvement projects

Large Grants, more than $15,000

  • Project/program support

Priority will be given to new projects and programs and organizations that have not previously been funded.


We do not award grants to individuals or other foundations, or for general operating support, major capital projects, capacity building, scholarships, loans, or endowment funds.