Funding Request Checklist

  • Complete the AFEF online proposal form below
  • Cost estimates and quotes for your proposal are attached
  • You are prepared to make a presentation to the Accounting and Finance Endowment Fund Board if requested

Kindly note that all decisions taken by the Accounting and Finance Endowment Fund Board of Directors are final.

Information and privacy: questions regarding the collection of information on this form can be directed to the form administrator.

Date * (required)
Please enter into here the date on which your funding proposal is being made.
Please indicate your current affiliation with the School of Accounting and Finance * (required)
Please enter your First Name and Last Name.
Please enter your phone number
Please enter the title of your proposed initiative: i.e. Junk Bonds Helicopter Experiment
Please enter the time frame during which you expect your initiative to take place: i.e. September 30 - October 5, 20XX.
Who will your initiative benefit? * (required)
Please describe your proposed initiative (max 250 words).
Please list any additional sources of funding sought from other organizations to fund your proposed initiative (both requested and confirmed/secured).
$
* (required)
Please submit a budget for your proposed initiative. Please arrange your budget in the following manner (by column titles): Budget Component | Component Amount | Source of Component Amount. Please provide as many details as possible supporting the costs such as catalogue pages showing prices of items you wish to purchase, quotes from companies for venues, transportation services, caterers, attraction admissions, etc. Files must be less than 10 MB. Allowed file types: pdf doc docx ppt pptx xls xlsx.
Files must be less than 10 MB.
Allowed file types: pdf doc docx ppt pptx xls xlsx.
Add here any additional files that you find appropriate to support your budget for your proposal.
Files must be less than 10 MB.
Allowed file types: gif jpg jpeg png pdf doc docx ppt pptx xls xlsx.
Add here any additional files that you find appropriate to support your budget for your proposal.
Files must be less than 10 MB.
Allowed file types: gif jpg jpeg png pdf doc docx ppt pptx xls xlsx.
Please describe how your initiative will benefit the students of the School of Accounting and Finance. Please include: the number of SAF students impacted and what areas of the SAF Learning Model the initiative actually supports (max 250 words). The SAF Learning Model can be found here: https://uwaterloo.ca/school-of-accounting-and-finance/learning-model
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