Grantmaking Guidelines and Criteria

The Foundation provides grants to not-for-profit organizations or county, city, town, or village units of government in Westchester, Putnam, and Dutchess Counties, NY, that have a proven record of providing services to older adults or their caregivers.

Letter of Inquiry

The Foundation awards grants twice a year, in the summer and winter. 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. The Letter of Inquiry should be no more than two pages (typed) and emailed to Patti Lavan Horvath, Program Officer, at

The Letter of Inquiry should include:

  • a brief introduction to the organization, including your statement, goals and programs;
  • a summary of your proposed project or program, including the need it is addressing, your goal, an outline of the objectives and activities for the project, and the anticipated outcomes and implications;
  • the number of seniors and/or caregivers impacted by the project or program;
  • the approximate starting date and duration of the proposed activities;
  • the total amount of funding needed, the amount requested from the foundation, and information about other sources of support, both assured and requested.

We review Letters of Inquiry on a continuous basis and will acknowledge the receipt of all letters. Those that do not meet the foundation’s guidelines will be immediately declined. Letters that are within the guidelines will be reviewed and, if approved, we will invite you to submit an application for the next grant cycle. An invitation to submit a proposal does not guarantee that the request will be fulfilled.

Geographic Restrictions

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

Focus Areas

The Foundation funds programs and projects that directly impact 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 mini-grants

Types of Support

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

  • Project and Program Support
  • Minor Capital Improvement Grants

Priority will be given to new projects, 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.