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Making a Difference Close to Home ] traveling together… …sharing the journey

Making a Difference Close to Home ] traveling together… …sharing the journey

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Page 1: Making a Difference Close to Home ] traveling together… …sharing the journey

Making a Difference Close to Home

]

traveling together…

…sharing the journey

Page 2: Making a Difference Close to Home ] traveling together… …sharing the journey

We are is a tax-exempt public charity

created in 2000 by and for the people of

Tompkins County to serve as a growing

permanent endowment and information source to support

everyone’s philanthropic action as a means of improving the quality of life for

the Tompkins County community.

Page 3: Making a Difference Close to Home ] traveling together… …sharing the journey

1914 First U.S. community foundation established in Cleveland, Ohio

today 734 community foundations in the United States

› Serving 86% of the US population and growing globally› More than $55 billion in assets nationally

$10.8 million in Tompkins County› Made grants of more than $4.2 billion nationally in 2010

› Received gifts of more than $4.7 billion in 2010

2000 Community Foundation of Tompkins County established

foundation

facts A brief history

Page 4: Making a Difference Close to Home ] traveling together… …sharing the journey

The I is a member of

Council on Foundations

Grantmakers for Effective Organizations

Grantmakers Forum of New York

Tompkins County Chamber of Commerce

Tompkins County Funders Group

Page 5: Making a Difference Close to Home ] traveling together… …sharing the journey

O Mission: to Encourage and Develop Sustainable Philanthropy for a Broad

Range of Community Efforts by

1. Encouraging the growth of a permanent charitable endowment

2. Making strategic grants as community investments

3. Providing donors with vehicles to make giving easy and effective

4. Serving as a community catalyst and convener to solve problems and improve quality of life

Page 6: Making a Difference Close to Home ] traveling together… …sharing the journey

FUNDS Over 70 Funds

1. Tompkins Today and Tomorrow Fund

• Unrestricted grant making fund

2. Field of Interest Funds • Arts and Culture• Children and Youth Fund• Crime and Sexual Assault Victims Fund• Social Justice Fund• Women’s Fund

3. Donor Advised Funds & 4. Designated Funds

• These funds have originated to fill the philanthropic goals of individuals, families or organizations

Each type of fund can have either an ENDOWED or EXPENDABLE status

Page 7: Making a Difference Close to Home ] traveling together… …sharing the journey

• Over $4 million granted from 2000 to December 31, 2012

• Assets are over $11 million held in over 75 different funds

• 63% endowed, 37% expendable

• 54% foundation, 46% donor advised

(as of 2/28/2012)

facts

Page 8: Making a Difference Close to Home ] traveling together… …sharing the journey

4 Functions with 2 Types of Resources

1. Acquire

2. Steward

3. Analyze

4. Distribute

Money

Information

Page 9: Making a Difference Close to Home ] traveling together… …sharing the journey

For the very latest in Community Foundation grant opportunities

visitour website at

http://www.cftompkins.org/granting/grant-opportunities/

website

Page 10: Making a Difference Close to Home ] traveling together… …sharing the journey

grant opportunities Over 70 Funds

Page 11: Making a Difference Close to Home ] traveling together… …sharing the journey

Two way conversations

1. Find a partner

2. You have a total of 6 minutes, 3 minutes each

3. Answer the following question, be ready to report out to whole group what your partner has shared

4. What skills do you possess that you have found useful in grant writing?

Page 12: Making a Difference Close to Home ] traveling together… …sharing the journey

Two way conversations Part 2

1. Find a new partner

2. You have a total of 6 minutes, 3 minutes each

3. Answer the following question, be ready to report out to whole group what your partner has shared

4. What skills do you wantto learn that you think would make you a better grant writer?

Page 13: Making a Difference Close to Home ] traveling together… …sharing the journey

Before you apply

1. Mission, Vision, Values, Methods

2. Strategic plan

3. Organizational capacity and unique qualifications

4. Theory of change, logic model

5. Business model, revenue mix, budget, audit, 990

6. Documentation of need, data, assessments

7. Program development

8. Evaluation plan

Page 14: Making a Difference Close to Home ] traveling together… …sharing the journey

Before you apply

1. How does grant seeking in general fit into your strategic revenue plans?

2. What criteria do you use to select a particular grant?

3. Consider your burden of writing the grant application as well as all reporting requirements

4. Sustainability and subsequent funding needs

Page 15: Making a Difference Close to Home ] traveling together… …sharing the journey

Thinking like a foundation

1. New services

2. Core operating support

3. Expanding and maintaining proven programs

4. Capital campaigns and projects

5. Capacity building

6. New collaborative initiatives

Page 16: Making a Difference Close to Home ] traveling together… …sharing the journey

Organizational readiness

1. Place in the lifecycle of organizational development

2. Capacity and Qualifications, staff and volunteers

3. Relationships, referrals, collaborators, funders

4. Historical context, longer view

5. Integrity

6. Reliability, dependability, trust, communication

7. Assess and adjust

Page 17: Making a Difference Close to Home ] traveling together… …sharing the journey

Getting to know your funder

1. Website

2. Previous grant awards

3. Know the current cycle priorities, definitions

4. Ask questions, go to Q&As

5. Have a draft application critiqued

Page 18: Making a Difference Close to Home ] traveling together… …sharing the journey

Crafting your application

1. Results, outcomes, changes NOT activities, programs or services

2. Why are these results important, document need, make the case in context of competing demands on funder’s grant resources

3. How will you know these results have been achieved? Evaluation NOT feedback

4. Collaborate, consolidate, innovate

5. Ask questions, seek feedback, follow directions

Page 19: Making a Difference Close to Home ] traveling together… …sharing the journey

evaluation of applications

This project/program has a clear description. As a reviewer, I understand what is being requested.

It is clear and convincing how this program/project meets the goals of strengthening assets, attaining greater resources, efficiency and/or effectiveness in the organization?

I understand the organizational need that the project addresses

The mission of the organization or the project/program is addressing a valued community need

Desirable outcomes are identified and reasonable and evaluative measures are in place

Page 20: Making a Difference Close to Home ] traveling together… …sharing the journey

evaluation of applications

Budget/narrative is complete and reasonable

Is this organization well suited to meeting this need effectively?

Is the organization pursuing effective collaborations and/or cost saving measures in this project area?

Grant application quality

Overall likelihood of achieving impact

Page 21: Making a Difference Close to Home ] traveling together… …sharing the journey

8 Ways of Making

GRANTS from the

1. Rosen Library Fund Grant Cycle

2. Women’s Fund Grant Cycle

3. Howland Foundation Grant Cycle

4. Fall Discretionary Grant Cycle

5. General Letters of Inquiry (LOIs) Twice Annually

6. Donor Advised Grants Responsive to Cycles or LOIs

7. Donor Advised Initiated Grants

8. Annual grants to designated fund agency beneficiary

Page 22: Making a Difference Close to Home ] traveling together… …sharing the journey

grant cycles

1. Application drafts can be reviewed for comments up to one week before deadline

2. Community volunteer review panel of 10

3. Applications are shared with donor advisors for possible pick up

4. All grant cycle applicants receive both qualitative and quantitative constructive feedback on each application

Page 23: Making a Difference Close to Home ] traveling together… …sharing the journey

grant cycles process Over 70 Funds

Determine Grant Cycle Priorities

Announce Cycle & Offer Q&A Session

Review Applications &

Additional Questions

Share Requests with Donor Advisors & Field

of Interest Funds

Board Finalizes Grants & Applicants Receive Feedback

Progress Updates, Site Visits & Final

Reports

Page 24: Making a Difference Close to Home ] traveling together… …sharing the journey

general info

1. Listening Learning informs all grant making and is used to set Fall Discretionary Grant Cycle priorities

2. Grants range between $250-$10,000

3. Single year, with potential of re-applying next year

4. Grants for general operations, new program launch, current program expansion, capacity building, staffing, and capital campaigns

5. Relationship not transactional based, questions, site visits, progress updates, final reports

6. Helping you leverage additional grants from us in the future and from other funders

Page 27: Making a Difference Close to Home ] traveling together… …sharing the journey

309 N. Aurora StreetIthaca, NY 14850

607-272-9333

Visit us