The following are excluded from consideration for BBF IOLTA grants:

• religious organizations; political campaigns; capital campaigns; endowment campaigns; scholarship funds; organizations established primarily to lobby; universities or law schools, or programs/clinics run through universities or law schools; law enforcement or correctional agencies; independent conferences/events, research and/or studies unrelated to a program that delivers legal services or improves access to justice of low-income or underserved populations; or funds in support of travel, either by groups or individuals.

• Please be advised that IOLTA funding can be used only for programs that involve civil legal issues; programs involving criminal or delinquency legal issues cannot be funded by the IOLTA Grants Program. IOLTA funds may not be used to support any social service or lobbying components of an applicant’s proposed program, nor to fund programs that provide for the constitutional or statutory obligations of government.

To be eligible to receive IOLTA funds from the Boston Bar Foundation, an applicant must:

• Submit a complete written proposal pursuant to Boston Bar Foundation guidelines and format requirements, with an Executive Summary that is not to exceed one page.

• Demonstrate a capacity to administer, implement, execute, and evaluate the program for which funds are granted in an effective and efficient manner.

• Agree to submit a mid-year report of no more than 4 (four) pages and also a final report summarizing how the funds have been spent, activities undertaken, results attained, and valuable experience or products that could be shared with other agencies, as well as any other information requested by the Boston Bar Foundation.

• Enter into a written agreement with the Boston Bar Foundation in which the applicant agrees to comply with all the grant policies of the Boston Bar Foundation and carry out the program for which the funds are requested.

• Deliver services to clients in a non-discriminatory manner without regard to the clients’ race, gender, age, ethnicity, religion, sexual preference or national origin.

• Publicly acknowledge the support of the Boston Bar Foundation in the organization’s written materials.

• Agree to cooperate with the BBF’s grant management activities, e.g. staff site visits.

Note: Geographic Parameters of BBF Grant Making: The Boston Bar Foundation’s grant making focuses on organizations and programs in the Greater Boston area, i.e., within Route 128. However, there are limited exceptions, e.g., when a determination is made by the Grants Committee that the majority of an organization’s clients live within Greater Boston, even though an organization may be located beyond the boundaries of Route 128.