Outreach Session PPT 2017

2017 Grant Program Outreach
Session
CFWM Program Department
Janet Daisley
Vice President for Programs & Strategy
Sheila Toto
Sr. Program Officer – Mission, Capital & Critical
Michael DeChiara
Sr. Program Officer – Capacity & Valley Gives
Colleen Kucinski
Program Officer – Scholarship and Loans
Dotty Theriaque
Scholarship Associate
Margaret Everett
Program Associate
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Today’s Agenda
• Provide an overview of our grant-making programs
• Meet our team!
• Mix of CFWM Outreach Sessions in 2017:
• Some overview of all programs
• Some specific to grant competitions
• End of Session – Questions, Networking and Consultations
Our Vision
• Provide the nonprofit community with a mix of opportunities:
• Competitive grants
• Trainings
• Engagement in cohorts/convenings
• Listen to our customers:
• On-going surveys and focus groups to understand regional
nonprofit needs
• Have a mixed grant portfolio:
• Some grants to support NPO core programming (Mission,
Capacity and Capital) – some with more bold and innovative
approaches (Innovation, Barr Foundation).
Grantmaking
The many ways we give money away
The Basics
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How we get our $$
How we distribute funds
How much money
Who benefits from our grants
2017 COMPETITIVE GRANT PROGRAMS
MISSION
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Programs & Projects
Grant Deadline: March 3, 2017
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Internally oriented to enhance organizational
effectiveness
Grant Deadline: Sept. 11, 2017
CAPITAL
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Capital campaigns, capital projects
Grant Deadline: Sept. 18, 2017
CRITICAL
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Unforeseen emergencies, urgent needs
Grant Deadline: Open all year
INNOVATION
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2017 Planning Grants underway
Fall 2017 Implementation grants open only to
planning grant recipients
SMALL
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On hold for 2017
CAPACITY
Mission Grants
• Supports programs and projects that are:
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Based on a set of activities;
Conducted during a specific period of time;
Clearly stated deliverables; and
Further promotes the organization’s mission.
Who Can Apply
Size of Requests
Application Process
Grant Application Deadline
Review Process
Notification of Grant Application Outcome
Additional information
Capacity Grants
• Supports: The Capacity Grant Program funds activities that help
organizations be more effective by investing in internal
improvements that enhance their ability to advance their mission.
• Eligibility: 501(c)3 organizations; fiscally sponsored (limited
allowable activities)
• Requests: $1,000 to $15,000
• Application: online grant application starting July 17, 2017
• Deadline: September 11, 2017
• Additional information: Website
A Framework: Capacity Building
• Management Capacity: To ensure the effective and efficient
use of organizational resources
• Operational Capacity: To implement all of an entity’s key
organizational and programmatic functions
• Leadership Capacity: To enable organizational leaders to
create and sustain the vision, inspire, model, prioritize, make
decisions, provide direction and innovate, in an effort to
achieve the organizational mission
• Adaptive Capacity: To monitor, assess and respond to internal
and external changes
Characteristics of Fundable Activities
• address issues that affect the
organization as a whole rather than a
single department or program
• are focused on a single problem or issue
• are appropriate to the organization’s
current life cycle
• are important to the organization's
transition to support medium or longterm success in relation to its mission
• can demonstrate an organization’s
readiness and ability to embark on the
project
• have the ability to meaningful track and
document change and impact resulting
from the project.
Capital Grants
• Supports: capital projects and capital campaigns
• Capital Projects definition:
• Significant capital projects or important equipment
purchases (useful lifetime of greater than 3 years.)
 Renovations or additions;
 Construction or expansion;
 Purchase or construction of a new facility; and
 Computer technology and/or equipment.
• Requests: Up to $25,000
• Application: Opens online July 17, 2017.
• Deadline: September 18, 2017
Capital Campaigns
• Capital Campaign definition:
• Significant fundraising efforts, designed to support major
initiatives of a nonprofit and go above and beyond the
normal course of the organization’s annual fundraising.
 New buildings or renovations > $1 million
 A minimum campaign goal of $500,000
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Requests: Up to $50,000
Application: 2 step process. Opens online July 17, 2017.
Deadline: September 18, 2017
Grant awards over $25,000 will require a 1:1 challenge match.
Critical Grants
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Supports: unforeseen emergencies and urgent needs
Requests: $5,000-$20,000 to support a 3 month period
Application: Starts with a phone call
Deadline: Available all year
Generally consider 2-3 applicants per year
Innovation
• Innovation grant program - Emerging ideas, initiatives and/or
new collaborations
• New solutions for big issues or challenges – improve quality of life
in the Pioneer Valley
• Planning and Implementation grants
• 2017 Innovation Planning grants
• Underway
• 2017 Implementation grants
• Closed to planning grantees
Small Grants
• Formerly known as Mission Express grants.
• Piloted Express grants in 2015 and 2016.
• Program is ‘on-hold’ for 2017.
Other Opportunities
Capacity: Barr Foundation Grant
Goal:
To enhance the internal organizational effectiveness of nonprofits to better
meet their mission; targeted to the Arts and Creativity sector.
Activities:
Regional Focus groups to gather data from arts and creativity nonprofits
(July/August).
2018 Arts and Creativity Cohort Training – planning soon underway.
Trainings (open to everyone) – planning currently underway for 2018
offerings.
A 24 hour online giving event hosted by CFWM to expand philanthropy among the residents
of Hampden, Hampshire and Franklin counties and to support organizations working to
enhance the quality of life in the Pioneer Valley
2017 Goals
Increase breadth of participation (number of donors) to expand
philanthropy in the Pioneer Valley
Continue to attract high level of new participating donors to Valley
Gives who are also first time donors a particular organization
Increase number of Valley Gives donors who are under 40 years old.
Among these under 40 year olds, donors should represent the diversity
of the Pioneer Valley
Organization Results
Nonprofits : 407
Outside of
PV
4%
Average Raised $2,862
Franklin
18%
Hampshire
42%
Hampden
36%
370 organizations had a donor
new to the organization
Orgs that had a match
… met their match
132
98
Average number of donations per organization 43
Donors & Donations
9,367 unique donors
PV residence: 69 of
69 towns/cities
27.5% were under 40
17,412 total donations =
$1,162,272
Average donation
amount (mean)
$67
New Money Inspired by CFWM
CFWM Provided Prize Pool:
$178,610
Inspired …
Donations
Fees covered by donors
Matching grants generated offline
$1,162,272
$54,059
$353,631
TOTAL GENERATED on MAY 2
$ 1,569,962
The Scholarship Program
Purpose:
To provide scholarships and interest-free loans
to students primarily in the Pioneer Valley
• Approximately $2 million disbursed yearly
• Over 125 scholarship funds will be distributed for 2017-2018
• 2 separate interest-free loan programs administered
For the 2016-2017 scholarship season:
• Approximately 1500 students completed the application process
• Approximately 800 students received scholarships
• Over 1200 individual scholarships were awarded
Interest-Free Loan Program
• CFWM administers two separate interest-free loans.
• Student’s eligibility for a loan is determined using the online
scholarship application process.
• No interest will be charged to the student during the life of
the loan.
• $3,000 awarded per academic year, with $12,000 being the
maximum available.
• CFWM handles awarding but not repayment
of the loan. University Accounting Service manages
the repayment process.
Feedback for Us
• How can we better serve the nonprofit community?
• What would you like us to know?
• Questions?
• Contact: Margaret Everett, Program Associate
[email protected]