TD Charitable Foundation Capacity Building Grant: Eligibility, Application & Compliance Guide for FQHCs and FQHC Look-Alikes

Quick Summary

The TD Charitable Foundation Capacity Building Grant provides eligible nonprofit organizations with funding ranging from $25,000 to $150,000 to strengthen organizational capacity through investments in tactics, talent, and tools. Administered by the TD Charitable Foundation - the philanthropic arm of TD Bank, N.A. - The program is available to eligible 501(c)(3) organizations with annual operating budgets of $2 million or less that operate within TD Bank's U.S. metro market footprint.

Applications are accepted twice per year according to the TD Charitable Foundation's published funding calendar. The 2026 application cycles have closed, and the next application period has not yet been announced. Organizations interested in applying should monitor the official TD Bank funding opportunities page for future application announcements while using this time to confirm eligibility, organize required documentation, and develop a competitive project proposal.

For eligible FQHC Look-Alikes and smaller community health organizations, the grant's Tools category may support investments in technology and organizational capacity that complement existing federal or state funding and strengthen long-term operational readiness.

Last reviewed: August 6, 2026. Funding dates, eligibility requirements, and program guidance are subject to change. Always verify the latest information using the official TD Charitable Foundation Capacity Building Fund Guidelines before applying.

What is the TD Charitable Foundation Capacity Building Grant?

The TD Charitable Foundation Capacity Building Grant is a philanthropic funding program administered by the TD Charitable Foundation, established in 2002 as the charitable giving arm of TD Bank, N.A. The program helps nonprofit organizations build stronger, more sustainable operations by funding projects that improve organizational capacity rather than ongoing program expenses.

The grant supports projects across three defined investment areas:

• Tactics: Strategic planning, organizational assessments, program design or implementation, strategic-plan development or expansion, feasibility studies, succession planning, and other planning initiatives that strengthen long-term organizational effectiveness.
• Talent: Hiring new staff, workforce training, professional and skill development, leadership development for employees and board members, and succession planning initiatives that strengthen organizational capability.
• Tools: Technology improvements, software solutions, organizational infrastructure, program evaluation tools, supplies and materials, capital purchases, and operational enhancements that improve organizational efficiency and long-term sustainability.

The Capacity Building Fund includes two separate funding opportunities:

• Capacity Building Grant - Awards ranging from $25,000 to $150,000, offered through scheduled application cycles.
• Nonprofit Training Resource Fund - Awards of up to $1,000 per organization per fiscal year (November 1–October 31) for employee training and professional development. Applications are accepted on a rolling basis and reviewed monthly. Organizations may apply multiple times, but only one award is granted per fiscal year.

For eligible FQHC Look-Alikes and smaller community health organizations serving low- to moderate-income populations within TD Bank's U.S. market footprint, the Tools category may provide funding for technology, operational infrastructure, and organizational capacity improvements that complement existing federal, state, or local funding sources.

Who Can Apply?

To be eligible for the TD Charitable Foundation Capacity Building Grant, organizations must meet all of the following requirements:

• Be recognized as a 501(c)(3) tax-exempt organization under the Internal Revenue Code, or be a qualified public school or state or local governmental entity that is not classified as a private foundation.
• Comply with the TD Charitable Foundation's anti-discrimination policy.
• Be located within a TD Bank, N.A. U.S. metro market area.
• Have an annual operating budget of $2 million or less.
• Have received less than $200,000 in combined funding from TD Bank and/or the TD Charitable Foundation during the previous 12 months.
• Propose a project aligned with at least one TD Ready Commitment driver:
  • Financial Security
  • Vibrant Planet
  • Connected Communities
  • Better Health
• Serve low-to-moderate-income populations and/or diverse, historically underserved communities.
• Demonstrate measurable goals, outcomes, and organizational impact.

Budget Note for Health Centers

Because eligibility is limited to organizations with annual operating budgets of $2 million or less, many established Section 330-funded Federally Qualified Health Centers (FQHCs) may exceed the budget threshold and should carefully verify their eligibility before preparing an application. As a result, this funding opportunity is generally more applicable to FQHC Look-Alikes, newer community health centers, and smaller nonprofit healthcare organizations that meet the published budget requirement.

Organizations that receive a Capacity Building Grant are not eligible to reapply for two years following the award date.

The Capacity Building Fund does not support:

• Individuals
• Private foundations
• Political candidates, lobbying organizations, and advocacy organizations
• Religious organizations
• Research organizations or research projects
• Organizations with limited constituencies, including athletic teams, social clubs, fraternal organizations, and labor groups
• Organizations or events not open to the general public
• Organizations that discriminate against protected groups
• Programs serving communities outside TD Bank's eligible geographic footprint
• Fundraising events
• Annual appeals
• Operating deficits
• Endowment funds
• Travel, tours, trips, and conference expenses
• Grant requests below $25,000

Key Funding Details

The Nonprofit Training Resource Fund is administered separately from the Capacity Building Grant and provides up to $1,000 per organization per fiscal year (November 1 through October 31) for employee training and professional development. Applications are accepted on a rolling basis and reviewed monthly.

How to Apply for the TD Charitable Foundation Capacity Building Grant

The application process is completed entirely online and requires organizations to prepare documentation before the application period opens. Reviewing the official program guidelines early can help applicants avoid delays and ensure all eligibility requirements are met.

Step 1: Review the Official Capacity Building Fund Guidelines

Before beginning an application, carefully review the official TD Charitable Foundation Capacity Building Fund Guidelines. The guidelines outline:

• Eligibility requirements
• Eligible and ineligible project expenses
• Funding priorities
• Required supporting documentation
• Application instructions
• Reporting obligations for successful applicants

Understanding these requirements before preparing an application helps organizations develop projects that align with the program's objectives.

Step 2: Confirm Organizational Eligibility

Verify that your organization satisfies all published eligibility requirements before investing time in preparing an application.

Confirm that your organization:

• Operates within TD Bank's eligible U.S. metro market footprint
• Maintains an annual operating budget of $2 million or less
• Has received less than $200,000 in combined funding from TD Bank and/or the TD Charitable Foundation during the previous 12 months
• Serves eligible communities aligned with the TD Ready Commitment
• Can demonstrate measurable organizational outcomes

Organizations that do not meet all published eligibility requirements should not submit an application.

Step 3: Gather Required Documentation

Applicants should prepare all required documentation before the application period opens.

Required documents typically include:

• Board member list including employer, job title, and board position
• Most recent audited financial statements or IRS tax filing (minimum Form 990-EZ; Form 990-N is not accepted)
• IRS 501(c)(3) determination letter (if applicable)
• Current organizational operating budget
• Project-specific budget outlining anticipated grant expenditures

Having these materials prepared in advance helps streamline the online application process.

Step 4: Develop a Strong Project Narrative

A successful application clearly demonstrates how the proposed project will strengthen the organization's long-term capacity.

Applicants should explain:

• The organizational challenge being addressed
• Why the project is needed
• Which Capacity Building category (Tactics, Talent, or Tools) the project supports
• Expected organizational outcomes
• How project success will be measured
• How the investment will benefit the communities served

For eligible health centers applying under the Tools category, examples may include technology modernization, compliance workflow improvements, operational infrastructure enhancements, or evaluation systems that strengthen organizational effectiveness.

Regardless of the investment category, applicants should clearly explain how the proposed project aligns with at least one TD Ready Commitment driver and how it will deliver measurable benefits to the communities served. Healthcare organizations may find that some projects naturally align with the Better Health driver, while others align better with Connected Communities, Financial Security, or Vibrant Planet, depending on the project's objectives.

Step 5: Submit the Application Online

Applications must be submitted electronically through the CyberGrants application portal accessible from the official TD Bank funding opportunities page.

Paper applications and email submissions are not accepted.

Organizations should avoid waiting until the final day of the application period and allow sufficient time to address any technical issues before the submission deadline.

Step 6: Monitor the Official Funding Calendar

The 2026 Capacity Building Grant application cycles have closed, and the next application period has not yet been announced.

Organizations interested in applying should regularly review the official TD Bank Funding Opportunities page for:

• Future application announcements
• Updated funding calendars
• Revised program guidelines
• Eligibility updates
• Application deadlines

Preparing documentation before the next funding cycle opens allows organizations to submit stronger, more complete applications.

Why Compliance Matters After Receiving the TD Capacity Building Grant

Receiving a TD Charitable Foundation Capacity Building Grant extends beyond securing funding. Award recipients are expected to maintain documentation, measure project outcomes, and report on the impact of the funded project throughout the grant period.

According to TD's Capacity Building Fund materials, organizations required to submit an Impact Report receive an automatic email notification from TD approximately 9 months after the grant award date. The email is sent to the primary contact listed on the application and includes reporting instructions, portal access information, and the official submission deadline.

The report summarizes:

• Activities completed during the reporting period
• Progress toward proposed goals
• Organizational outcomes achieved
• Community impact resulting from the funded project

Organizations that fail to submit the required Impact Report without documented extenuating circumstances may be affected in their eligibility for future TD Charitable Foundation funding opportunities.

Recommended Compliance Practices for Health Centers

Although the TD Charitable Foundation specifies reporting requirements for funded projects, many health centers manage multiple funding sources simultaneously. Establishing structured compliance processes can help organizations meet reporting obligations more efficiently.

Recommended practices include:

• Maintaining current policies and procedures related to funded activities
• Organizing grant documentation within a centralized document repository
• Tracking project milestones and measurable outcomes throughout the grant period
• Recording the grant award date and monitoring the TD Impact Report notification window.
• Tracking reporting requirements separately for each TD-funded project when multiple awards are active.
• Maintaining accurate documentation supporting reported activities and outcomes
• Providing leadership with regular updates on project progress and compliance status
• Retaining supporting documentation for future audits, reviews, or reporting requirements

For organizations managing multiple federal, state, and philanthropic grants, consistent documentation practices can reduce administrative effort while improving reporting accuracy and organizational accountability.

Common Compliance Challenges for Health Centers

Community health organizations often manage multiple funding sources simultaneously, including HRSA Section 330 grants, state funding, local initiatives, and private foundation awards. Each funding source may have its own documentation standards, reporting timelines, and compliance requirements.

Without structured processes, these responsibilities can become increasingly difficult to manage as an organization grows.

Common challenges include:

• Compliance documents and grant records stored across multiple departments or individual staff members
• Manual tracking of grant activities, reporting deadlines, and project milestones using spreadsheets or email folders
• Missed reporting windows, including foundation impact reports and other grant-specific deadlines
• Limited visibility into corrective actions, outstanding compliance tasks, or project deliverables
• Difficulty locating supporting documentation during audits, grant reporting, or internal reviews
• Managing different reporting formats, timelines, and documentation requirements across multiple funding sources
• Maintaining consistent documentation practices despite staff turnover or organizational growth

As organizations expand their funding portfolios, adopting standardized compliance processes can help reduce administrative burden while improving consistency and organizational readiness.

While meeting one foundation's reporting requirements may be straightforward, coordinating documentation, deadlines, corrective actions, and compliance activities across multiple grants and regulatory programs can become significantly more complex as funding portfolios expand.

How ComplAiance360 Supports Grant-Funded Health Centers

ComplAiance360, a domain product of socialroots.ai, is designed specifically for Federally Qualified Health Centers (FQHCs) and FQHC Look-Alikes to help simplify year-round compliance management.

Rather than replacing grant-specific requirements established by individual funders, the platform helps organizations centralize compliance activities and documentation across multiple regulatory and funding obligations.

The platform enables organizations to:

• Centralize compliance documents, policies, procedures, and grant-related records within a single secure repository
• Organize documentation according to HRSA Health Center Program Compliance Manual requirements
• Support organizations that are also subject to federal grant requirements, including 45 CFR Part 75, where applicable
• Monitor compliance deadlines, policy reviews, grant reporting dates, and recurring operational requirements
• Track corrective actions, incident management, and follow-up activities from identification through resolution
• Maintain organized, audit-ready documentation for regulatory reviews, grant reporting, and internal governance
• Provide leadership dashboards that improve visibility into organizational compliance activities and outstanding tasks
• Improve collaboration across departments by providing a centralized compliance management workflow

For health centers managing multiple grants and regulatory obligations, centralized compliance management can improve operational efficiency while reducing the risk of missed documentation or reporting requirements.

TD Capacity Building Grant Compliance Checklist

Organizations preparing to apply for or manage a TD Charitable Foundation Capacity Building Grant can use the following checklist to help organize the application and post-award compliance process.

Before Applying

• Review the official TD Charitable Foundation Capacity Building Fund Guidelines
• Confirm your organization meets the published eligibility requirements
• Verify the annual operating budget does not exceed $2 million
• Confirm combined TD Bank and TD Charitable Foundation funding during the previous 12 months is less than $200,000
• Verify your organization operates within an eligible TD Bank U.S. metro market footprint
• Identify which TD Ready Commitment driver your proposed project supports
• Develop measurable project objectives and anticipated outcomes
• Gather required documentation, including:
  • Board member list
  • IRS determination letter (if applicable)
  • Most recent audited financial statements or IRS tax filing
  • Current organizational operating budget
  • Project-specific budget
• Develop a project narrative aligned with one of the three Capacity Building investment areas:
  • Tactics
  • Talent
  • Tools
• Monitor the official TD Bank funding opportunities page for the next application announcement
• Submit the completed application through the CyberGrants portal before the published deadline

After Receiving an Award

• Record the official grant award date
• Establish a documentation process for funded activities
• Track project milestones and measurable outcomes throughout implementation
• Maintain organized supporting documentation for expenditures and organizational impact
• Watch for TD's automatic Impact Report notification email, typically sent approximately nine months after the grant award date.
• If your organization manages multiple TD grants, track the reporting requirements for each award separately.
• Submit the required Impact Report through the TD Ready Commitment Network by the deadline specified in TD's notification email.
• Retain grant records and supporting documentation for future organizational reference or foundation review

Implementing these practices early helps organizations stay organized throughout the grant lifecycle while supporting accurate reporting and long-term operational readiness.

Final Thoughts

The TD Charitable Foundation Capacity Building Grant offers flexible funding for eligible nonprofit organizations seeking to strengthen their long-term organizational capacity through investments in strategy, workforce development, technology, and operational infrastructure. For qualifying FQHC Look-Alikes and smaller community health organizations within TD Bank's U.S. metro market footprint, the program can support initiatives that enhance organizational effectiveness and complement existing federal, state, or local funding.

Although the next application cycle has not yet been announced, organizations can use this time to review the official eligibility requirements, gather supporting documentation, identify organizational priorities, and develop a well-defined project plan. Early preparation can help applicants submit a stronger, more complete application when the next funding cycle opens.

For health centers managing multiple funding sources including HRSA grants, state funding, and philanthropic awards, maintaining organized documentation and consistent compliance processes can simplify reporting, improve operational efficiency, and strengthen long-term organizational accountability.

ComplAiance360, helps FQHCs and FQHC Look-Alikes centralize compliance management by organizing policies, procedures, grant-related documentation, corrective actions, and compliance activities within a single platform. By supporting continuous documentation and operational oversight, organizations can improve readiness for audits, grant reporting, and ongoing regulatory obligations.

If your organization is looking to strengthen compliance management across federal and foundation-funded programs, explore how ComplAiance360 can support year-round operational readiness and organizational compliance.

Note

This article is provided for informational and educational purposes only and summarizes publicly available information about the TD Charitable Foundation Capacity Building Fund.

Grant requirements, eligibility criteria, funding priorities, application timelines, and reporting obligations are subject to change. Organizations should always review the latest official TD Bank Funding Opportunities page and the TD Charitable Foundation Capacity Building Fund Guidelines and FAQ before preparing or submitting an application.

SocialRoots.ai and ComplAiance360 are not affiliated with, endorsed by, or sponsored by the TD Charitable Foundation or TD Bank, N.A. References to the grant program are provided solely to help nonprofit organizations better understand publicly available funding opportunities and associated compliance considerations.

Sources

• TD Bank - Capacity Building Fund (Official)
• TD Charitable Foundation Capacity Building Fund Guidelines & FAQ (Official PDF - a single combined document)
• HHS Grants Policy Statement, effective October 1, 2025 (Official PDF)