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 Sage’s areas of interest
• Activity format
• Identification of need
• Learning objectives, as applicable
• Target audience
• Availability of funds
• Proposed outcomes or impact assessment, as applicable
• Reasonableness of budget and assessment of fair market value
• Funding history with the organization, including performance of previously funded activities and total awarded amount within a 12-month timeframe

At a minimum, the following documents must be attached to your grant request:

1. Request Letter
2. Educational Needs Assessment, only required for continuing medical education (CME) grant requests
3. Learning Objectives, only required for CME grant requests
4. Agenda/Initiative Overview
   • For an event, this may be an agenda including a Needs Assessment. For a project or research, a comprehensive proposal, including a description of the project or research and a summary of how the requested funds will be used is required.
5. Outcomes or Impact Assessment Plan
6. Initiative Budget
   • This budget should be detailed, with a breakdown of costs for each line item, 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.
   • Sage will not provide grant funding for individual attendee lodging, meals, or travel, although funding for meals available to all initiative attendees may be considered.
7. Annual Budget 
   • This budget is the total operating budget for your organization, including overall income and expenses.
8. 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. 
9. Accreditation Certificate (if activity is accredited, and required for CME Grant requests)
10. List of Board of Directors and/or Executive Committee members that supervises the activities of the requesting organization

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. The organization must attach the following information in the Sage Funding & Giving portal:

• Evidence that Sage received the tangible benefit associated with the sponsorship, such as a final brochure or photograph
• Attestation that Sage received all benefits outlined in the Sponsorship request and rationale as to why they were not received if the organization cannot attest