Funding & Giving FAQs

Grant examples:

• Accredited or non-accredited medical education
• Patient advocacy initiatives such as disease state awareness, improving patient health outcomes, or healthcare quality through education and research
• Investigator Initiated Research focused on a specific scientific objective related to patient care or improving patient health outcomes

 

Sponsorship examples:

• Regional, national, or global congresses or symposia
• Educational events
• Runs, walks, and other fundraisers
• Corporate memberships

 

Reciprocal value (i.e., tangible benefits) that Sage may receive in return for the award of a sponsorship may include:

• Acknowledgements or other name recognition
• Stage time at an event
• Exhibits/booths
• Other marketing opportunities

 

Sage does not limit the number of requests an organization can submit in a year, unless explicitly stated in the criteria of a specific funding program. Organizations may submit multiple requests at one time.

Please note that we receive numerous applications and evaluate each application on its merits relative to our criteria and available funds. Organizations may submit multiple requests at one time.

Sage seeks to support diverse communities whose work aligns with our areas of interest, where appropriate, and as resources allow. For this reason, a funding request may seek support for projects, programs, or events that are delivered to various language communities. To ensure a full, fair, and timely review, it is necessary that all requests and supporting documentation be provided in the English language.

Sage assesses all grants requests based on the following criteria:

• Alignment to educational areas of interest
• Target audience
• Educational/grant objectives
• Educational plan and format(s)
• Outcome and impact assessment plan
• Educational needs assessment, for CME only
• Funding amount requested and initiative budget
• Reasonableness of budget and assessment of fair market value
• Availability of funds

At a minimum, the following information must be included in your grant request:

1. Request Letter
2. Grant Proposal should Include, but need not be limited to:
   • Executive Summary
   • Target audience
   • Number of learners
   • Educational/grant objectives
   • Educational plan
   • Outcomes and impact assessment plan
   • Educational needs assessment (CME)
3. Agenda, if grant request is for an event
4. Initiative budget:
   • Detailed breakdown of costs for each item with a clear explanation of each cost unit, and the total cost.
   • Budget costs should be reasonable and customary, within fair market value, proportionate to the type and length of the initiative, and in compliance with applicable laws, codes, and regulations.
   • The budget should also list anticipated income from other sources, including additional financial support, advertising income, or registration fees.
5. Organization's annual operating costs
6. W-9
7. Accreditation Certificate (if activity is accredited; required for CME grants)

Grant budgets should be limited to a reasonable estimate of the cost of the funded activities. A budget template should include:

• Full initiative cost
• The proportion of full initiative cost requested to be funded by Sage
• Initiative details broken down by major categories (e.g., costs associated with initiative development, initiative delivery, venue charges, enduring material costs) and per-person costs for any payments or transfers of value to attendees, faculty, and staff (e.g., honoraria)

All recipients of grant funding are required to complete a reconciliation within 60 days of completion of the initiative. The organization must attach the following information in the Sage Funding & Giving portal:

• Detailed report of the initiative
• Additional outcomes, including an analysis of learner change data, only required for continuing medical education (CME) grants
• Proof that Sage’s support was disclosed appropriately
• A reconciliated budget outlining how Sage’s funds were spent
• Any items that would constitute a payment or transfer of value

1. W-8/W-9
   • If you are a US organization, please attach a W-9 form. If you are an ex-US organization, please attach a W-8 form. 
2. The public communication of the sponsorship activity, such as the prospectus, brochure, or opportunity website
   • This document should include the levels of Sponsorship and the tangible benefits that are available to all sponsors of the supported request.
3. Request Letter/Registration Form, if applicable
4. Event Agenda, if applicable

All recipients of sponsorship funding are required to complete a reconciliation within 60 days of completion of the initiative.

When submitting a proposal through the Sage Funding & Giving Portal, the organization must attest that Sage received all benefits outlined in the Sponsorship request and rationale as to why they were not received if the organization cannot attest.

The organization may also be asked to provide evidence that Sage received the tangible benefit(s) associated with the sponsorship, such as a final brochure or photograph.