Grant Application Process

 

 

Criteria for a KW Cares grant:

 

A KW Cares grant provides a degree of assistance for Keller Williams associates and their immediate families experiencing hardship as a result of a sudden emergency. Hardhsip is defined as a difficult circumstance that a person or family cannot handle without outside help.

Characteristics of a KW Cares grant:

              It is a one-time grant, except as special circumstances may dictate.

It does not endeavor to resolve situations more appropriately funded by the government or other social institutions.


Required Supporting Documentation:

            

  1. Letter summarizing the financial and medical (or other) situation

    • The amount of the need

    • The amount being requested

    • What the market center has done to provide assistance to the applicant

    • The market center’s plans for continued assistance, if needed

  2. Two most recent signed Federal Income Tax return in their entirety with 1099s and/or W-2s attached

  3. Schedule of assets held and supporting documents including bank account(s) and investment statement(s)

  4. Copies of bills for medical (or other) and/or living expenses which have been incurred as a result of the situation

  5. Physician’s statement (if this a medical situation)

  6. If the applicant has health insurance please submit Explanations of Benefits (EOBs) from the insurance provider indicating the patient’s responsibility for the charges, if applicable

  7. If the applicant has homeowner’s insurance, please submit limits of coverage, if applicable

Who is eligible for a KW Cares grant:

  • Keller Williams Realty agents
  • Keller Williams Realty employees
  • Keller Williams Realty International employees
  • Immediate family members of Keller Williams Realty associates

How to apply for a KW Cares grant:

STEP 1:

With your team leader, determine if your request meets the criteria above

STEP 2:

Complete the KW Cares Grant Application.

STEP 3:

Have your team leader or the grant applicant write a letter specifying the following:

  • Summarize the associate's medical or other situation and the financial situation
  • Indicate the amount of the need
  • Indicate the amount being requested
  • What the market center has done to provide assistance to the applicant
  • The market center’s plans for continued assistance, if needed

*The KW Cares Board of Directors looks closely at the level of involvement and direct support that the intended recipient has received from the local market center and uses this information to determine the amount that KW Cares may match. This is not to say that grants won't be made to individuals unless their market center has also contributed. However, the market center and/or region will be asked to explain if no support has been given.

STEP 4:

Forward the completed Grant Application Form to your regional director for signature

STEP 5:

Fax the Grant Application with all required signatures, cover letter and supporting documentation to KW Cares at 435-514-2229.

STEP 6:

The Grant Application will be reviewed by the KW Cares Board of Directors for approval.  Please allow up to 30 days following receipt of all reuired documentation for a response.

STEP 7:

If the grant is approved, have the team leader provide KW Cares with updates on the applicant by sending in any of the following to kwcares@kw.com or via mail at KW Cares, 807 Las Cimas Pkwy., Ste. 200, Austin, TX, 78746:

  • Photographs
  • Newspaper clippings
  • Letters