Charitable Fund
Section 1 Purpose
Life’s Plan Inc. Board of Trustees operates a Charitable Fund. The charitable fund receives assets transferred from a minimum of ten percent (10%) of the assets remaining in the Third Party Pooled Supplemental Trust and Self Funded Pooled Payback (OBRA D4C) Trust when an individual dies or terminates their participation. The charitable fund was established by the Life’s Plan Inc. Board of Trustees to be used to provide service opportunities to low-income individuals with disabilities.
Section 2 Definition of Disabilities
As defined at Section 1614 (a)(3) of the Social Security Act, codified at 42.U.S.C. 1382 (a)(3).
Disability is defined in § 1382c(a)(3) as follows:
"(A) An individual shall be considered to be disabled for purposes of this subchapter if he is unable to engage in any substantial gainful activity by reason of any medically determinable physical or mental impairment which can be expected to result in death or which has lasted or can be expected to last for a continuous period of not less than twelve months (or, in the case of a child under the age of 18, if he suffers from any medially determinable physical mental impairment of comparable severity).
"(B) For purposes of subparagraph (A), an individual shall be determined to be under a disability only if his physical or mental impairment or impairments are of such severity that he is not only unable to do his previous work but cannot, considering his age, education, and work experience, engage in any other kind of substantial gainful work which exists in the national economy...
"(C) For purposes of this paragraph, a physical or mental impairment is an impairment that results from anatomical, physiological, or psychological abnormalities which are demonstrable by medically acceptable clinical and laboratory diagnostic techniques."
Section 3 Eligibility
Proposals are welcomed from Illinois charitable not-for-profits 501(c)(3) organizations that serve low- income individuals with disabilities.
Section 4 Funds Available
Each year based on the balance of the Charitable Fund, the Life’s Plan Inc. Board of Trustees will allocate funds for one or more awards of. The specific number of single awards allocated by the Life’s Plan Inc. Board of Trustees will be posted on the Life’s Plan Inc. web site.
The funding request will be for a one time project to be completed within in one calendar year. This does not prohibit an organization from applying for the funds in future years for a different project or focus.
Section 5 Funding Topic Areas
A specific focus or topic area will be determined each year by the Life’s Plan Inc. Board of Trustees (i.e., estate planning, transportation, self determination, transition planning, etc.). Only proposal requests on the pre-determined topic area will be considered. The specific focus or topic area chosen by the Life’s Plan Inc. Board of Trustees will be posted on the Life’s Plan Inc. web site.
Section 6 What to Include in Your Proposal
A. Life’s Plan Inc. Charitable Fund Proposal Application
Download and complete the Proposal Application and Written Assurances form: (pdf)
This must be the first page of your application. The original application must have an original signature on this form.
B. Abstract
Include a 2-page typed abstract of the project. This abstract will be used during the evaluation process and will be used to describe the project for public information.
C. Attachments
Attach any documents that support your proposal or will help clarify your project. Attachments can not exceed 5 pages in total.
Section 7 Proposal Submissions Process
The original proposal plus three (3) copies of the application and must be received on or before 5:00 p.m. of the posted deadline date.
Mail or hand deliver to:
Life’s Plan Inc.
2801 Finley Road
Downers Grove Illinois 60515
PROPOSALS MUST BE LEGIBLE AND RECEIVED PRIOR TO DEADLINE DATE.
Section 8 Selection Process
After submission of your proposal, the Life’s Plan Inc. will conduct a two-step due diligence selection process. Decisions are made by the review committee at each step of the process. The selection process is as follows:
Paper review. Review committee reads and critically reviews proposals. The purpose of the paper review is to gain a general understanding of what is being proposed, and to disqualify proposals that do not meet the requirements.
Telephone interview. If the review committee does not fully understand a proposal, they will conduct a telephone interview. If the review committee understands what you propose to do, you may not be asked for a telephone interview. These interviews are meant only to ensure that the reviewers understand what is stated in the proposal. Proposals that are clear may not receive telephone interviews.
After the paper review and, if necessary, a follow-up clarifying telephone interview, the review committee will make decisions on which proposals move forward to the Life’s Plan Inc. Board of Trustees. Decisions are made using the outcomes-based framework to analyze each element of the proposal.
Section 9 General Proposal Guidelines
- The Life’s Plan Inc. Board of Trustees, after reviewing the information sent to them by the review committee decides to approve or deny the proposal may also negotiate further points that they think are necessary to accept the proposal.
- A letter is sent to all individuals/organizations who have sent in proposals telling them what the Life’s Plan Board of Trustee’s has decided.
The Life’s Plan Administrator will inform the awardees who receives the award and the reporting requirements, forms and instructions.
Section 10 Timelines For Application Process
Number of single awards will be allocated & posted on Life’sPlan, Inc. website when available:
Specific focus or topic area will be chosen & posted on Life’sPlan, Inc. website when available:
Section 11 Reporting Requirements
A one page type written final report that highlights the accomplishments and benefits to persons with disabilities resulting from the granted award is required.
Section 12 Printed Products
Any product printed under this award must include a statement that attributes the product to the Life’s Plan Board of Trustees. The Life’s Plan Inc. staff will assist you with this language.
Section 13 Written Assurances
Successful recipients will be required to sign a list of assurances before the award is made. Included in the assurances are statements of compliance with items such as the Developmental Disabilities and Bill of Rights Act of 2000, Architectural Barriers Act, Section 504 of the Rehabilitation Act, Affirmative Action, Americans with Disabilities Act of 1990, Illinois Charitable Trust, Environmental Tobacco Smoke (Pro-Children Act of 1994), Drug Free Workplace, OMB Circular A-87 Cost Principles for State, Local, and Indian Tribal Governments regarding no funds used for “lobbying”.
The written assurance also address agreement to comply with Life’s Plan Board of Trustees requests made in award agreements, award letters and/or written stipulations.
Section 14 Indemnification
If applicant is awarded monies from the Charitable Fund, the applicant agrees to indemnify and hold harmless Life’s Plan, Inc., its officers, employees, representatives, and agents (the "Indemnities") from and against any loss, damages, judgment, award, cost and expense (including any reasonable attorneys, witness or other fees), and defend each Indemnities against any threatened or initiated claim, action, suit, litigation, mediation, arbitration, or proceeding arising from or in connection with (i) your use of the funds (ii) infringement of any intellectual property right you or resulting from your use of the funds, and (iii) any violation of or noncompliance by applicant with any of the Terms and Conditions of the award, and any law, statute, regulation, rule or order.
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