Hearts of Montage Kapalua Bay
Associate Emergency Relief Fund
Portal Open: August 15
GENERAL INFORMATION:
The purpose of the Hearts of Montage Kapalua Bay Associate Emergency Relief Fund is to provide aid to Montage associates impacted by emergency situations. The Fund is currently making distributions to assist Montage Kapalua Bay associates who have been impacted by the wildfires in Maui, which have been declared a qualified disaster. Associates must provide validation of need, and applications will be accepted until the funding is expended. Only Montage associates may apply for relief payments.
This fund provides essential financial relief and recovery assistance for Kapalua Bay associates with a documented need for:
- Financial support for loss or damage to residence due to the Maui fire disaster
- Essential living expenses reimbursement for clothing, medications, food, and other costs related to fire loss or damage
- Unexpected medical expenses not covered by insurance due to the Maui fire disaster
All relief payments are made and distributed by Charitable Ventures, a 501(c)(3) public charity, on behalf of the Fund.

Donate By Check:
On memo line of check: Hearts of Montage
Make check payable to:
Charitable Ventures
Attn: Finance / Hearts of Montage
1505 E. 17th Street, Suite 101
Santa Ana, CA 92705
INSTRUCTIONS AND PROCESS:
Step One: Application
Associates must complete the application in full, including uploading all the requested documentation. Please take the time to ensure that your application and documentation is accurate and complete.
When you submit your application, an immediate screen notification will pop-up to show that your application has been received. If it does not, please contact the Fund at MontageRelief@charitableventuresoc.org or by phone at (714) 597-6630 x134 and we will respond as quickly as possible to confirm receipt.
Step Two: Verification and Notice
All applications will be verified and uploaded documentation reviewed. The Fund Review Committee will prioritize payments to associates in greatest need. You will be notified of receipt of your successful application submittal at the email address you provide in your application.
Distribution decisions will be made weekly as funding continues to come in. If your application is not funded in the first round of distributions, it may be funded in subsequent rounds.
There is no guarantee of a relief payment, as the total amount of funds raised is yet undetermined.
Step Three: Fund Distribution
Once approved, awardees will receive communication of payment amount, and will receive an electronic transfer to the bank information provided on the application within 3 days. If an awardee does not have a bank, a paper check will be processed for pick up at the Montage Kapalua Bay, People Department within 5 days of approval.
If you have questions, please contact MontageRelief@charitableventuresoc.org or by phone at (714) 597-6630 x134. (Available 8am – 5pm, M-F – except holidays)
ELIGIBILITY:
Eligible Associates:
- Full-time associates of Montage Kapalua Bay who are employed on the date of application, OR
- Part-time associates of Montage Kapalua Bay who are employed on the date of application, OR
- On call Montage Kapalua Bay associates who have worked 40 hours since July 8, 2023, AND
- Your primary residence was within the areas affected by the fires, AND
- You have experienced significant loss or damage to your property, OR
- You have been directly impacted by the fires in other ways.
Not Eligible to Apply:
- Temporary, contract, and non-full time or part-time Montage Kapula Bay associates.
- Associates who reside outside of the affected areas.
- Eligible associates who have not experienced a direct impact from the fires.
- Eligible associates whose crisis occurred before the August fire disaster.
TYPES OF SUPPORT AVAILABLE:
Funding decisions will be dependent upon the amount raised to support this relief effort. Funding decisions are made at the discretion of the Review Committee that is managed by Charitable Ventures. The amounts below provide a sense of the scope of relief available but may be subject to change.
- Emergency Need: Associates will receive up to $2,500 if their primary residence has been rendered uninhabitable, is damaged or is completely a loss.
- Immediate Essential Support: Associates will receive up to $1,000 if they have been faced with unexpected or increased living expenses, such as clothing, food, childcare, or other essential needs due to the fire, or are addressing property damage.
- Support for Medical Expenses: Associates can receive up to $500 for increased medical expenses related to either physical or emotional injuries caused by the fire.
DOCUMENTATION REQUIRED:
You will be asked to provide the following documentation and information in the application to be considered for funding. The committee understands the difficulty in some cases in securing these documents and will work with applicants as best as possible to complete their application.
To Document Emergency Needs: Please upload ONE OR MORE of the following documents:
-
- Photographs of damaged property or belongings of residence
- Copies of official reports filed with local authorities
- Any insurance claims filed including a summary of what has been claimed and the status of the claim
- Proof of residence – utility bill, lease agreement, mortgage statement showing primary residence within the affected areas
- Receipts of temporary lodging or for clothes or other essential items
To Document Essential Needs: Please upload receipts of temporary lodging, food, clothes, medicine or other essential items.
To Document Medical Expenses: Please upload medical bills and receipts, or any relevant doctor office or clinic correspondence.
APPLICATION PERIOD:
Application will be available as of August 15. The application portal will remain open until all funds have been expended.
FREQUENTLY ASKED QUESTIONS:
What is the Hearts of Montage Kapalua Bay Emergency Relief Fund (ERF)?
The ERF was created to assist Montage Kapalua associates who need immediate financial assistance following the unforeseen disaster of the wildfires on Maui. Donations to the fund come from Montage International and Montage International’s associates, guests, residents, vendors, and the general public. We have established this fund with the intent to provide essential financial relief and recovery assistance for our Kapalua Bay associates with a documented need for:
- Financial support for loss of residence due to fire disaster
- Essential living expenses reimbursement for clothing, medications, childcare, food, and other costs related to fire loss or damage
- Unexpected medical expenses not covered by insurance due to the fire disaster
Who is eligible for relief payments from the Hearts of Montage Emergency Relief Fund?
- Full-time associates of Montage Kapalua Bay who are employed on the date of application, OR
- Part-time associates of Montage Kapalua Bay who are employed on the date of application, OR
- On call Montage Kapalua Bay associates who have worked 40 hours since July 8, 2023, AND
- Your primary residence was within the areas affected by the fires, AND
- You have experienced significant loss or damage to your property, OR
- You have been directly impacted by the fires in other ways.
Not Eligible to Apply:
- Temporary, contract, and non-full time or part-time Montage Kapula Bay associates.
- Associates who reside outside of the areas affected by the fire.
- Eligible associates who have not experienced a direct impact from the fires.
- Eligible associates whose crisis occurred before the August fire disaster.
Where is the Fund administered?
The Hearts of Montage ERF has been established at Charitable Ventures, a 501(c)(3) nonprofit organization that administers relief funds and charitable projects. As a tax-exempt nonprofit Charitable Ventures will provide tax receipts for all donations to the ERF and support the distribution of relief payments to associates.
How much funding might I be eligible for?
While we understand that all associates have been impacted by this disaster, relief payments will be proportionally allocated based on the needs described. We anticipate payments could be as little as $500 or as much as $2,500, or a different amount based on the Review Committee’s discretion. Actual relief payment amounts are based on individual need as demonstrated through required documentation in the fund application.
Are relief payments subject to taxes?
No. Relief payments provided during a qualified disaster are not considered taxable income.
Is there a deadline for requesting relief support?
We are working hard to deploy funds raised as quickly as possible. Although we anticipate the first round of disbursements may occur in 1-2 weeks, we anticipate the relief fund distribution process will last for 6-8 weeks before any funds raised are fully dispersed. Associates who submit a request for relief, but are not funded immediately, will not need to resubmit an application to be considered for further relief support. We will continue to fund associates for as long as we can raise funds during this time.
What kind of documentation or proof do I need to provide about my need?
You must submit a request for funding via the Fund’s online application, providing both your employee number as well as information on how the fires have impacted you adversely. The committee understands the difficulty in some cases in securing these documents and will work with applicants as best as possible to complete their application. You will be asked to describe your current situation, but also to upload documentation in support of your request. Sample documents might include the following, but not all will be required:
- Photographs of damaged property or belongings of residence
- Copies of official reports filed with local authorities
- Any insurance claims filed including a summary of what has been claimed and the status of the claim
- Medical bills, doctor’s notes, or hospital records
- Proof of residence – utility bill, lease agreement, mortgage statement showing primary residence within the affected areas
- Receipts of temporary lodging or for clothes or other essential items
Do I have to contribute to the Fund to be eligible to apply for a relief payment?
No, you do not have to contribute to the Fund. Donating to the Fund is voluntary, and eligibility for assistance is based upon qualifying circumstances.
How can I apply?
The online application is being developed and will be live by August 15. Visit https://charitableventuresoc.org/montage-relief-fund to submit your application for a relief payment.
How does the fund review and payment process work?
All associates will receive email verification of their submitted application, and anticipated dates for payment distribution.
Distributions from The Hearts of Montage Emergency Relief Fund will be guided by a Review Committee comprised of representatives from Charitable Ventures, Montage International, and regional stakeholders with expertise in grantmaking. No review committee member is eligible for relief funding.
Upon verification of employment and assessment of need, the Review Committee will allocate available funding to associates that have completed the application process. We anticipate that there will be payments distributed in four award cycles, in August and September.
Once individuals are selected, they will be notified immediately with the amount pending. For associates who can provide direct deposit information, payments will be electronically transferred directly to their accounts within approximately 3 business days. For associates who require a paper check, payments usually will be received within 5 days.
Who can I contact for support completing the application?
If you have questions, please contact MontageRelief@charitableventuresoc.org or by phone at (714) 597-6630 x134. (Available 8am – 5pm, M-F – except holidays)
Visit the Funds webpage: https://charitableventuresoc.org/montage-relief-fund/
When I apply, will my personal information be confidential?
Yes. All personal information requested is only used to determine fund eligibility and amount.
How do I gain assistance with collecting personnel information, required on the Fund application?
Should you need assistance with personnel information Altres have on file, you may call into the Client Care line at (808) 591-4900 and speak with an Altres team member.
Do I have to repay the fund?
No, the awarded amount is a relief payment, is not a loan, and does not need to be repaid.
Can I apply on behalf for someone else, another associate?
No.
How can I donate to the Fund?
Go to the following link: Click here
Who can I contact for more information about the ERF?
Please contact Director of People Naite Saia naite.saia@montage.com for additional information about the Fund.
APPLICATION:
ABOUT US:
The Hearts of Montage Kapalua Bay Associate Emergency Relief Fund is a fiscally sponsored Fund of Charitable Ventures, a 501(c)(3) nonprofit organization. (Federal Tax ID# 20-8756660) Charitable Ventures will serve as the administrator of this Fund. Charitable Ventures is a regional incubator and capacity builder, fostering innovative work in the region to strengthen our communities. Please review our website for further details and information.