A5 beyond the grant proposal carrie butcher

1. Foundations and What They Look for: Beyond the Grant Proposal Ontario Trillium Foundation (OTF) Carrie Butcher, Program Manager November 1, 2010 OCASI Executive Directors Forum 2010

2. Focus of Presentation

Introduction to the Ontario Trillium Foundation (including grant examples)

2. What OTF looks for in Grant Applications

3. Questions and Answers

OCASI Executive Directors Forum 2010

3. Grant Examples

After-school, intergenerational arts and culture programs for newcomers

Green settlement

Recreational and environmental programming that supports settlement goals

Capital grants: facilities renovation, green roofs, musical equipment etc.


4. About OTF Agency of Government of Ontario (public foundation) 1,400+ grants made by 300+ volunteers across Ontario each year Granting sectors: arts and culture, environment, human and social services and sports and recreation Applicants encouraged to link two or more sectors. OCASI Executive Directors Forum 2010

5. OTF Mission

Building healthy and vibrant communities throughout Ontario by strengthening the capacity of the voluntary sector, through investments in community-based initiatives.


6. OTF Priorities

Enhanced success for students and learners

Healthier and more physically active Ontarians

Enhanced employment and economic potential for workers and their families

More effective volunteers and more people engaged in their communities


7. Example of a Local Priority: Toronto Grant Review Team

Lower-income neighbourhoods

The inner suburbs

Youth

Suggested Reading: United Way of Greater Toronto and Canadian Council on Social Development, Poverty By Postal Code


8. OTF Grants

Time-limited grants that have a lasting impact in communities across Ontario.

Grants are awarded for capital, operating and other project costs.


9. Granting streams

Community Grants and Province-Wide Grants

Future Fund Grants

Community Capital Fund


10. Community Grants

The maximum request is $375,000 over five years. Within this amount of $375,000:

The maximum capital request: $150,000 over the duration of the grant. The maximum non-capital request is $75,000 in any year.

The average grant size in Toronto is just under $100,000.


11. Province-Wide Grants

20% of OTF grant allocation for proposals that have a province-wide impact (at least three of OTFs geographic catchment areas or two in the north)

Applications are reviewed and recommended for funding by a committee of our Board of Directors


12. Community Capital Fund

$50 million in Government of Ontario funding for infrastructure stimulus projects

Eligibility: charities and not-for-profit organizations that serve diverse cultural communities

CCF will fund up to 50% of total project costs ($20,000 up to $500,000)


13. Future Fund

Will support $2M in a portfolio of initiatives that support and enable youth to explore and pursue meaningful economic opportunities.

Call 1.800.263.2887 ext. 201 for OTF Future Fund staff or email: [email_address]


14. Competitive Process

Each year approximately 1,500 grants are awarded

Across Ontario last year, approximately $3.50 is requested for every $1 that OTF has available

Demand for funds is generally highest in the City of Toronto


15. Eligible Applicants

Registered charity

Incorporated Not-for-Profit

Branches or chapters of registered charities or incorporated not-for-profits

First Nations (by council resolution)

Municipality pop. < 20,000

Collaboratives containing at least one eligible organization


16. OTF does not fund

Duplication of funding

Activities outside of Ontario

Municipalities > 20,000

Universities, Colleges, Schools, Hospitals

Religious activities

New buildings

See full list in our Program Guidelines


17. Grant Review Process

Applications are assessed in relation to:

eligibility of applicant

eligibility of initiative

extent to which an OTF granting priority is addressed

local priorities

organizational assessment criteria

application assessment criteria

available funding


18. Assessment Criteria: The Organization

The organization demonstrates that it has:

an elected volunteer board representative of the community

relevant mandate, proven track record, good operating systems

the ability to carry out the activity and achieve the desired results


19. Assessment Criteria: The Organization (continued)

The organization demonstrates that it has:

responsiveness to community needs

a history of partnering with other organizations

need for OTF funding

capacity to manage funds requested (including realistic relationship between the request amount and the organizations actual revenues)


20. Assessment Criteria: The Proposal

The proposal demonstrates:

clear measurable benefits to the community

significant need for OTF funding

sustainability or lasting impact

greater accessibility to activities, programs, venues (physical, financial, etc.)


21. Assessment Criteria: The Proposal

The proposal demonstrates:

community support (cash, in-kind contributions, volunteers)

that OTF is the appropriate funder

support from people who are knowledgeable about the sector, the community and/or the proposal


22. Application Deadlines

March 1

July 1

November 1


23. Tip

Be clear about the change that your project will create and how the community will benefit

Presentation Title OCASI Executive Directors Forum 2010

24. Tip

Write who, what, why, when, where and how much in 50 words or less, for example:

$25,000 over 6 months to enhance ecosystem health by reducing the use of pesticides in Peterborough by holding 9 workshops, in 4 languages, on organic gardening and composting, involving 450

local residents.


25. Reflection: Grant Examples

Green settlement

Recreational and Environmental programming that supports settlement goals

Capital for facilities renovation, including green roofs

Capital grant for musical equipment


26. To learn more: www.trilliumfoundation.org

Read the Program Guidelines

Register your organization online

Review: Application Form, Tools and Tips and Grants Archive


27. Questions and Answers

www.trilliumfoundation.org


Education

A5 beyond the grant proposal carrie butcher