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Sustainability & Resource Development: Reviewing the
FundamentalsJuly 31, 2019
WELCOME!
The Promise of Community Action
Community Action changes people’s lives, embodies the spirit of hope, improves communities, and makes America a better place to live. We care about the entire community and we are dedicated to helping people help themselves and each other.
Purpose: The purpose of the LCRC is to analyze Community Action outcomes and identify effective,
promising, and innovative practice models that alleviate the causes and conditions of poverty.
Build CAA Capacity To Fight Poverty!
Tiffney MarleyProject Director, LCRC
AGENDA
• Sustainability and Resource Development: The Big Picture
• Government and Foundation Grants
• Social Enterprise and Fee For Service
• Fundraising
• Q&A
QUESTION FOR CHAT WINDOW
What is your biggest challenge in funding your approaches and
activities?
SUSTAINABILITY AND RESOURCE DEVELOPMENT
Financing Challenges
• Categorical requirements that limit flexibility
• Uneven reliability on levels of funding from year to year
• Political decisions that result in cuts or elimination of programs
• Funders that expect initial investments will yield long-term sustainability
• Decisions driven by the bottom line rather mission and overall program integration
When do You do Sustainability Planning?
• As an element of the strategic planning process– Often warrants a separate task group or committee
• As a focused topic for a board retreat• To prepare for significant organizational change
– Adding a significant grant– Merging with another organization
• As an organizational development process, typically with an outside consultant
• Can be used for one program or the whole agency
Five Steps for Developing a Strategic Financing Plan
1. What are your financing goals?
2. What financial resources do you need?
3. How are you currently investing your resources?
4. What financing strategies will support your goals?
5. How will you work together to support your goals?
Matrix Map Resources
• Nonprofit Sustainability: Making Strategic Decisions for Financial Viability (2010)
– Jeanne Bell, Jan Masaoka, Steve Zimmerman
– Fiscal Oversight combined with programmatic oversight
– www.josseybass.com
Sustainability Planning Guide
GOVERNMENT AND FOUNDATION GRANTS
Grant-Seeking
• Most CAAs are very experienced and skilled at responding to government RFPs
• Most are less experienced at working with foundations
• But the key to all of these strategies lies in relationship-building
16
Working With Foundations
• Research, research, research
• Match up interests
• Network
• Develop relationships with program officers
• Program-related investments
17
SOCIAL ENTERPRISE, FEE FOR SERVICE
Community Economic Development
• Community Economic Development’s purpose is to revitalize communities, develop and rehabilitate affordable housing, promote sustainability, attract investments, build wealth, encourage entrepreneurship, and create jobs
19
Community Economic Development
• Examples include:
– Micro or small business loan programs
– Business classes
– Counselling and technical assistance
– Social enterprises
– Commercial development
– Incubators
– Sectoral development strategies
20
Resources Abound!
• https://communityactionpartnership.com/community-economic-development-ced/
– Toolkits
– Videos
– Webinars
FUNDRAISING
Generating Funds Quiz
An organization cannot rely solely on its state and federal grants and should engage in efforts
to generate unrestricted funds.
True or False?
23
Generating Funds Quiz
An organization cannot rely solely on its state and federal grants and should engage in efforts
to generate unrestricted funds.
TRUE!
24
State and federal grants restrict use of funds
Diversification of funding often essential for sustainability and flexibility
Generating Funds Quiz
Generating funds is mainly the Executive Director’s responsibility, not the board’s.
True or False?
25
Generating Funds Quiz
Generating funds is mainly the Executive Director’s responsibility, not the board’s.
False!
26
Joint effort – both bring different resources/skills
If no unrestricted funds, board must spearhead fundraising efforts
Comments and Discussion
In the Chat window, please tell us:
• What support or tools would be most helpful?
• Comments and questions!
https://communityactionpartnership.com/events/category/webinars/
Summer2019
August 7th: Creative Approaches to Rural TransportationAugust 14th: Community Action and VISTAAugust 21st: Census 2020: Why Your CAA MUST Be Involved!
Training & Technical Assistance
The Community Action Partnership offers a variety of Training & Technical Assistance (T/TA) to meet the needs of the national
network. Topics include, but are not limited to:
Management & Operations Organizational Standards
Community Needs Assessment Strategic Planning Data Analysis
Board Governance Succession Planning Customer Satisfaction
Systems Strategic Financing Risk Assessment
Innovative PracticesTwo-Generation Approaches
Bundling Services Financial Empowerment
Racial Equity Trauma Informed Approaches
Health Intersections Homelessness Poverty Trends
Developing a Learning Community
We design and deliver trainings tailored to the needs of our Network:
Webinars l Workshops l 1-2 day In-Person Trainings
Save the Date!
https://communityactionpartnership.com/ac2019/
For more information or questions contact The Learning Communities Resource Center:
• Tiffney Marley, Director of Practice Transformation
• Hyacinth McKinley, Senior Associate for Learning & Dissemination
• Lindley Dupree, Senior Associate for Research
• Courtney Kohler, Senior Associate for Training & Technical Assistance
• Liza Poris, Program Associate for Training & Technical Assistance
• Aimee Roberge, Program Associate, Learning Communities Resource [email protected]
This presentation was created by the National Association of Community Action Agencies – Community Action Partnership, in the
performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community
Services Grant Number, 90ET0466. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of
the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children
and Families.
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