Henry A. Jordan, M.D. Preservation Excellence Fund

Henry A. Jordan, M.D., Preservation Excellence Fund:
Guidelines & Eligibility

The National Trust for Historic Preservation's Henry A. Jordan, M.D., Preservation Excellence Fund provides funding to deserving organizations demonstrating commitment to the protection of natural and cultural resources in the Mid-Atlantic region.

The Jordan Preservation Excellence Fund was established in November 1996 in recognition of Dr. Jordan’s distinguished service to the National Trust and his visionary leadership of the national preservation movement. The endowed fund supports innovative projects and programs in Delaware, the District of Columbia, Maryland, New Jersey, Pennsylvania, Virginia and West Virginia. The fund awards funding to programs and activities that:

  • Facilitate positive dialogues between the diverse interests of historic preservation, land conservation, business development, transportation, and government in a search for common ground in protecting the environment
  • Stimulate the development of local and state policies that protect the cultural landscape and its resources
  • Heighten public awareness of or increase involvement in issues relating to the livability and sustainability of communities
  • Encourage innovative partnerships and approaches to open space conservation and historic preservation
Applicants can apply for up to $5,000.

Application and Review Timeline

The next deadline for this program will be June 15, 2022. The application becomes available in our online grants application portal about 6-8 weeks prior to the deadline. The review process is generally completed within ten weeks of the application deadline, and applicants are notified via email once the review process is complete.

Eligible Applicants

Applicants must be either a public agency, 501(c) (3), or other nonprofit organization to be considered eligible. Applicants that have received previous National Trust financial assistance are eligible provided that all grant requirements are current.

No more than three grants will be awarded in any two-year period to a single grantee. Only one grant will be awarded per organization in any grant round. Only one grant will be awarded for a particular project phase.

Only Organizational Level Preservation Leadership Forum Members, Main Street America Community Members, and Main Street America General Members are eligible to receive funding from the National Trust Preservation Fund. Organizations do not need to have an active membership to apply for a grant, but selected grantees will be required to become members prior to the release of funds. Your membership status will be verified by our grants office once award decisions have been made. If you have questions about your membership status, please email members@savingplaces.org. 

Grant Conditions

Applicants must be capable of matching the grant amount dollar-for-dollar. Both cash and in-kind donations count toward the one-to-one required match.

The required match can come from private or public sources, from income earned from registration fees or sales, or from fundraising activities. In-kind donations of labor, materials or services will also be considered eligible for meeting the matching requirement. Matching funds must be used to fund eligible expenses listed below. Other funding from the National Trust may not be used to match an NTPF grant.

Other conditions include:

  • Grants or matching funds cannot be used directly or indirectly to influence a member of Congress to favor or oppose any legislation or appropriation.
  • Any documents or plans for preservation work that result from the project must conform to the Secretary of the Interior’s Standards for the Treatment of Historic Properties.
  • At least three (3) competitive bids/quotes must be obtained for any procurement of services that exceed $50,000. This provision applies only to portions of the project supported by Jordan Fund grant funds.
  • Consultants, if being used, must be approved by the National Trust before grant funds are disbursed. This approval process will happen post-notification. Board members of the applicant organization cannot serve as consultants unless appropriate conflict of interest procedures are followed and documented.
  • Grant recipients are required to sign a contract agreeing to the conditions of the program.
  • Grant projects must either begin within six months of award date or a formal extension must be requested by email. Failure to begin the project or request an extension in this time frame may result in the cancellation of the grant and you will need to reapply for funding.
  • Grant recipients must include appropriate acknowledgement of National Trust financial support in all printed materials generated for the project.
  • Within one year from the grant award date, a final report and financial accounting of the expenditure of the grant must be submitted. A final report form will be provided. If the project is not completed in accordance with the contract, the grant funds must be returned.
  • Applicants must agree not to discriminate against any employee or applicant for employment because of actual or perceived race, color, national origin, creed, age, gender, marital status, sexual orientation, religion, mental and physical disabilities, sex (including pregnancy), personal appearance, gender identity or expression, family responsibilities, genetic information, matriculation, political affiliation or veteran status.

Eligible Activities

National Trust Preservation Fund grants are awarded for planning activities and education efforts focused on preservation. Grant funds can be used to launch new initiatives or to provide additional support to on-going efforts.

Planning: Supporting existing staff (nonprofit applicants only) or obtaining professional expertise in areas such as architecture, archaeology, engineering, preservation planning, land-use planning, and law. Eligible planning activities include, but are not limited to:

  • Hiring a preservation architect or landscape architect to produce a historic structure report or historic landscape master plan
  • Hiring a preservation planner to produce design guidelines for a historic district
  • Hiring a real estate development consultant to produce an economic feasibility study for the reuse of a threatened structure
  • Sponsoring a community forum to develop a shared vision for the future of a historic neighborhood

Education and Outreach: Support for preservation education activities aimed at the public. The National Trust is particularly interested in programs aimed at reaching new audiences. Funding will be provided to projects that employ innovative techniques and formats aimed at introducing new audiences to the preservation movement, whether that be through educational programs or conference sessions.

Ineligible Activities

  • Building or other construction activities
  • Academic research
  • Acquisition of real property or objects
  • General support for conferences
  • Organizational capacity building activities unless pre-approved by the National Trust

Eligible Expenses

  • Nonprofit applicants may include staff salaries for staff members directly working on the funded project
  • Fees for consultant services
  • Speaker fees/faculty costs for educational programs and conference sessions
  • Mailing costs for distribution of materials
  • The development of materials for education and outreach campaigns
  • Materials and services such as printing, photographs, telephone, and supplies. With the exception of publications projects, these costs may not exceed 10 percent of the project budget.

Ineligible Expenses

  • Organizational overhead costs
  • Catering, food and beverage, entertainment
  • Construction or other capital improvement costs
  • Acquisition of real property or objects
  • Expenses incurred prior to application date

Criteria

Grant recipients will be selected by considering, among other points, activities and programs that:

  • Facilitate positive dialogues between the diverse interests of historic preservation, land conservation, business development, transportation, and government in a search for common ground in protecting the environment
  • Stimulate the development of local and state policies that protect the cultural landscape and its resources
  • Heighten public awareness of or increase involvement in issues relating to the livability and sustainability of communities
  • Encourage innovative partnerships and approaches to open space conservation and historic preservation

How to Apply

You will need the following items as part of your Jordan Fund application:

  • Up to three digital images of high quality (300 dpi) with caption and credit information.
  • Applicant's Internal Revenue Service determination letter of tax-exempt status. If tax-exempt status has not been fully approved by the IRS, please provide evidence of filing for certification and letter of opinion from an attorney concerning the applicant's tax status (nonprofit organizations).
  • Letter of consent from property owner (if applicant does not own property).
  • Completed National Trust Preservation Funds application, which includes a budget section that outlines proposed expenses and revenue for the project.

National Trust grants staff can provide helpful guidance for the application process if you have questions. If you have specific questions about your project's eligibility, please contact our grants staff.

Application Procedure

Fill out an application for the National Trust Preservation Funds here. (Please note: you will be taken to our grants application system where you will need to create a user profile for your organization. This is a separate login than your National Trust login.) If you have questions please email us.

Please add administrator@grantinterface.com to your address book to ensure you recieve email communications sent from our grants application system about your application.