One Heritage Fund Grant

• What is the ONE Heritage Fund?

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  It was created to help employees who are facing financial hardship immediately after a natural disaster or an unforeseen personal hardship. The ONE Heritage Fund relies primarily on individual donations from employees and support from The Heritage group to fund this program. Every contribution helps and when combined with the donations of others, can provide a taxfree grant to help a fellow employee in need when they are facing the unexpected.

• Who can apply for assistance from the fund?

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  Applicants must be:

  • Employed by The Heritage Group or its affiliates on the date of the application
  • Regularly scheduled to work 10 or more hours per week: or
  • On approved medical leave or an approved leave of absence for no more than one year

• How large of a grant can I apply for?

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  The maximum amount available for each incident is $5,000 and the minimum amount that can be requested is $500

• What are the criteria to qualify for a grant?

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  While there are many factors which determine if a grant can be made, the review process is designed to try to make each grant when possible. To meet regulations, the objective review process is complex so the simplest first step is to determine if your situation meets the most basic criteria by answering the follow questions:

  1. Did one of the funds events in the FAQ below happen to you?
  2. Would your application meet the following general criteria?
     1. Are you applying within 180 days after the Event?
     2. Application submissions are limited to 1 every 12 months.
     3. If an application is not approved, you must wait 6 months before reapplying.
  3. Did you have one or more of the Expenses related to the Event that’s part of the fund criteria in the FAQ below?
  4. Do you have the documentation for the Event and Expenses which provide the necessary details such as date of the expense, person responsible for bill and other details listed in the application?
  5. Is the event documentation within 60 days of the Application date?
  6. While there are some additional criteria, applications that do not meet these basic criteria cannot be approved.

  The Qualified Events/Expenses in the FAQ below is a complete listing of Events and Expenses. The Expenses which are eligible depend on which Event occurred and the “√” indicates which expenses are associated with each Event.

More FAQs