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2017 Resource Information Session
Presented by Area Foundation Staff
Agenda
1. Welcome
2. Facilities
3. Grants
4. Capacity Building
5. Membership
6. Nonprofit Certifications
7. Community Outreach
8. Library
9. Q & A
Use Our Space
Facilities
Eligible Groups
• 501 (c)(3) Nonprofits and Community Organizations
Hours & Cost
• FREE: Monday through Thursday, 9:00 a.m. – 5:00 p.m.
• FREE: Fridays, 9:00 a.m. – 3:00 p.m.
• $50/hour: After hours and weekend usage
– Determined on a case-by-case basis and also includes a
$50 flat fee to cover 30 minutes of set-up and clean-up
on either side of the meeting.
– Groups larger than 40 will incur a doubling of that
charge due to additional staffing requirements.
– Groups over 80 will be priced on a case-by-case basis.
Facilities
Restrictions
Our facilities are for the benefit of the nonprofits. Restrictions include:
• Fundraising events
• Events where fees are assessed (or costs are recouped)
• Events where alcoholic beverages are served and social events
Frequency of Use
• 1 time per month; can reserve up to three months in advance
• With membership, may reserve up to one year in advance
Insurance Requirements
• Organizations hosting meetings of 40 or more people must
provide a Certificate of Insurance for general comprehensive
liability insurance with limits of at least $500,000 and name
the San Antonio Area Foundation as “Additional Insured” and
“Loss Payee.”
What is a Community Foundation?
Types of Funds
506 Funds granting over $50 million into the community
Donor Advised Funds
$21,133,757
Designated Funds$1,653,975 Agency Funds
$8,500,000
Scholarship Funds$3,471,676
Field of Interest Funds$16,189,889
Unrestricted …
31% 41%
1%
7%17% 3%
Donor Directed Funds
61% of Funding in 2016
2016 Numbers
Donor Advised $21.0 million
Designated $1.65 million
Agency $8.5 million
Scholarship Funds
725 Scholarships Awarded in 2016totaling $3,471,676
25%
3%3%4%
5% 6% 11%
14%
650+ Students
80 Scholarship Funds
2017 Discretionary Funds
# ofFunds *
~ $ GrantedAnnually
% ofFunding
Unrestricted
Unrestricted 18 $553,940 3%
Field of Interest
Animal Services 8 $300,638 2%
Arts & Culture 8 $108,867 1%
Biomed Research 6 $124,609 1%
Children & Youth 12 $150,754 1%
Community at Large 10 $64,344 0%
Education (i.e. Out-of-School Time) 9 $169,800 1%
Medicine & Healthcare/Vision 13 $244,358 1%
Seniors 6 $26,519 0%
Santikos 1 $15,000,000 87%
SUB-TOTAL 58 $16,743,829 97%
Total Discretionary Funding 76 $17,297,769 100%
* Funds can have multiple Fields of Interest and be all or partially restricted
Discretionary Funds
Annual Responsive$3,885,561
Initiatives$1,807,250
Capital$3,500,000
Collaborative$2,690,000
Community Needs$1,555,000
Designated$2,999,901
Other$724,096
2017 Planned Grant Expenditures Total $17,161,808
9%
4% 23%17%
20%16%
11%
Annual Responsive
Other Open Processes
Capital/Naming Rights
$3.5 Million Committed for 2017
Strategic Initiatives
Other Program Considerations
Advocacy Policy
College Success!
Collaborative
For more information, go to www.thebiggivesa.org
Other Foundation Funding
Community Needs
– Disaster Relief
– Emerging Needs
– Tricentennial
Designated
– Doctors Without Borders
– International Orthodox Christian Charities
Other
– Research
– Programmatic
Capacity Building
Supporting, Strengthening and Sustaining Nonprofits
• Grant funding
• Workshops and training
events
• Nonprofit management
certifications
• Meeting and training space
• Resource library
• Nonprofit membership
program
Strengthening Nonprofits Grantmaking
“Capacity building activities focus on
strengthening an organization’s internal
operating structure rather than solely
improving its service delivery or
cutting its expenses.”
Capacity building grants provide NPOs
with tools, resources and/or skills to
improve the agency’s ability to fulfill
its mission.
Strengthening Nonprofits Grantmaking
Phase I
– Apply for a grant to purchase an organizational
assessment
– Convene board and staff to discuss the results
– Develop plan to strengthen agency that aligns
with results
Phase II
– Apply for a grant to implement project to
strengthen agency
– Attach a copy of the assessment
Strengthening Nonprofits Grantmaking
Type Number Amount
Phase I 251 $62,750
Phase II 125 $2,304,262
TOTAL $2,367,012
Average Phase II Grant $18,434
Strengthening Nonprofits Grantmaking
Over 250 CCATs funded125 Phase II grants 250+ Interventions
Over $2 million in funding
Staff Training - 44
Strategic Planning - 37
Board Training/Retreat - 35
Other - 32
Fundraising Training/Software - 29
Staff Cohesion/Communication/Retreat - 17
Coaching - 18
Marketing/Communication - 11
Succession Planning/Assess Staff Skills - 12
HR/Assess Benefits/Job Descripts/Perform Assess - 9
Board Recruitment - 9 Technology/Website - 12
5%
7%
6%
11%
12%
13%
14%
16%12%3%
3%5%
Tesoro Leadership Fellows
Training and support for 20 new nonprofit
CEOs and C-suite level leaders, including:
— Leadership development with HOLT
Development Services, Inc.
— Nonprofit management training
— Monthly mentoring with seasoned CEOs
Fee: $2,495
Membership Program
Benefits of Membership
Learning Opportunities
• Quarterly “Lunch & Learns”
• Voucher for one free workshop and one all-day event
Space Usage at Wells
• Room reservations one year in advance
Board Effect
• NPOs < $5 mill – $0 - $125
• NPOs > $5mill – 10% off
Member Recognition
• Listing on SAAFdn website
• One social media spotlight recognizing member status
Nonprofit Certifications
Strengthening Nonprofits
• Strengthening nonprofit professionals
• Providing affordable, customer-driven
training
• Encouraging life-long learning
What We Offer
The University of the Incarnate Word, H-E-B School
of Business & Administration
– Social Media Communications Certificate
– Supervisory & Management Certificate
Our Lady of the Lake University
– Fundraising
– Leadership
– General Nonprofit Management
Which is Right For You?
OLLU NonprofitManagement Certifications
UIW Social MediaCommunications
UIW Supervisory &Management Skills
General management, fundraising and leadership
development
Marketing and communications through
social media
Supervisory skills for first-time and mid-level managers
Self-paced, up to twoyears to complete
Three-monthcohort/six sessions
Five-monthcohort/nine sessions
36 to 60 hoursdependent on track
24-hour program 30-hour program
Cost: $595 - $1,050(for all three)
Cost: $495 Cost: $595
Join the Community
Board Training
Board Training
Training to help board members learn about roles,
responsibilities and effective governance practices.
Special event to engage a younger demographic.
• Board Principles Series - Quarterly
• Board Bootcamp – Spring 2018
• Board Day – September 27 & 28, 2017
• Get on Board – November 14, 2017
Community Outreach
Outreach
COMMUNITY OUTREACH FUNDS
• South Texas
Hispanic Fund
• S.A. Area African
American Fund
• Women & Girls
Development
Fund
AGENCYFUNDS
INCLUSIVE PHILANTHROPY
• Agency
Endowment
Funds
• Agency
Investment Funds
• Diversity & Inclusion
(D&I) Initiative =
Inclusive
Philanthropy
• Taskforce
• Facilitation
• Planning
• Blueprint
• Partnerships
Library
Library
Our Library is free and open to the public.
Begin your research by browsing over 500 books on a range of topics.
Additionally, we offer two online subscriptions:
• Foundation Center
• Texas Connector
Library Hours of Operation
Monday – Thursday9 a.m. – 4 p.m.
Friday9 a.m. – 2 p.m.
Library
We host FREE monthly library
training workshops that highlight
the electronic resources available at
the Area Foundation, a partner of
the Foundation Center’s Funding
Information Network.
Upcoming Trainings
• Finding Funders
Fourth Thursday of each month
2:00 PM – 3:30 PM
• Texas Connector
Thursday, May 11, 2017
2:00 PM – 3:30 PM
Questions and Discussion
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