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