Laguna Board of REALTORS Charitable Assistance Fund

Purpose of the Fund
The express purpose of the Laguna Board of Realtors Charitable Assistance Fund (LBR/CAF) is to provide financial assistance for shelter, loss of livelihood, medical attention, food, clothing and other relief to the Realtor and Affiliate Members of the Laguna Board of Realtors.
In general, all grants made by the fund shall be with no expectation of repayment. However, the fund may also award funds with the expectation of repayment at a future date as mutually agreed to by the applicant and the LBR/CAF.
The fund seeks to address needs not covered by other programs or insurance. It will focus on emergency family, housing and livelihood needs that must be met in order for the individual to continue living, working and contributing to the community.

Priorities
The fund will focus on the following priorities (there is no ranking within the priorities):
Food and clothing.
Critical medical expenses not covered by insurance.
Applicants with losses/illnesses that prevent them from maintaining their livelihood.
Emergency housing repairs when health conditions are immediately threatened.

Needs Considered by the Fund
Housing
Example of items that would be considered:
Extraordinary expenses not covered by insurance or emergency housing needs as determined by the Selection Committee.
Livelihood
Replacement of basic equipment or resources used for maintaining the applicant's livelihood where replacement is not covered by insurance.
Transportation
Uninsured car replacement or repairs, deductible and items not covered by insurance as well as other emergency transportation needs.
Food and Clothing
Food and replacement of business attire or other clothing needs.
Medical
Critical medical care (including preventative care), deductible, medical supplies (prescription drugs, eyeglasses, wheelchairs, dental care, etc.) unless covered by insurance.

Eligibility
Priority will be given to Realtors and Affiliate Members of the Laguna Board of Realtors with demonstrated financial need. Special consideration will be given to applicants who have previously applied to other agencies and have been denied. The Selection Committee reserves the right to require additional documentation when needed.
For all grants, applicants must submit detailed lists of expenses with repair or replacement estimates, where available. If there is an insurance policy in place and applicant seeks a grant to cover an item not covered by insurance, a copy of the insurance policy (if available) must be submitted. All applicants must submit an affidavit stating the requests for assistance are accurate to the best of their knowledge.
Absent a special need, grants will average between $1,000 and $5,000.

Selection Committee
The Selection Committee for grants from the fund shall consist of three members from the Board of Directors of the LBR/CAF appointed by the President. Nominations for the Selection Committee members shall be approved by a majority vote of the Board of Directors of the LBR/CAF.
All applicants chosen by the Selection Committee for grants shall be approved by a majority vote of the Board of Directors of the LBR/CAF.

Amendment
These criteria may be amended by a majority vote of the Board of Directors of the LBR/CAF.

Laguna Board of REALTORS Charitable Assistance Fund Application

Type or Print Neatly
APPLICANT'S PERSONAL INFORMATION
Last ____________________ First ____________________ SS# ____________________
Address __________________________________________________________________
City ____________________ State _____ Zip _______________
Home # _______________ Office # ______________ Cell # _______________
E-mail Address _________________________________
Realtor __________ Affiliate __________
ASSISTANCE REQUESTED
Requested Amount $ _______________ (Maximum $5,000 per calendar year)
Description of Hardship: __________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Description of Financial Need (Please attach valid supporting documents to help assess financial need including, but not limited to, mortgage coupon, rental agreement, insurance claim, available cash flow from all sources, reasonable access to credit, other sources of income, etc.):
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Declaration:

By signing below, under penalty of perjury, I declare, to be the best of my knowledge and belief, the above stated information is true and correct. I agree that others listed above, including the Laguna Board of Realtors Charitable Assistance Fund may be contacted to verify information contained in the application.

Signature____________________________________________________  Date__________________

 Please submit completed application with supporting documents to:

Laguna Board of Realtors Charitable Assistance Fund P.O. Box. 4048 Laguna Beach, CA 92652

Phone : 949-497-2474     Fax: 949-376-9744

For Selection Committee Use Only:

________________Reviewed completed application and supporting documentation

________________ Verified that other resources have been exhausted

Amount approved_________________________

Selection Committee Chairperson's Signature _______________________ Date_______________