Funding ForumFebruary 15, 2012
WE HEARD YOU!
LOCAL
LONG TIME PRESENCEEvery Rose Has Its Thorn – Poison    Two Hearts – Phil Collins      Top Songs 1989
52% - POSITIVE VIEW
52% - GOOD PARTNERS
ACCESS TO HEALTHCARE              (17%)EMPHASIS ON INNOVATION/TECHNOLOGY               (15%)
It isn’t all peachy keen
CONFUSED
OUT OF SYNCMORE VISIBILITY
TOO MANY CHANGES
Business oriented board,paternalistic; plays favorites
Diversify funding across entire  field of health & wellness
Change maker  Innovate   Engage   Sustain Accountable
 Innovation   Initiative (I2) Mission   Support Responsive
Alliance Healthcare Foundation Strategic Vision                                                          InnovativeAdvanci...
CIE – CommunityInformation Exchange
   $25,000                           time sensitive                     co-funding opportunity                 novel f...
Advancing health &                             Organizations wellness                                        that embrace ...
 Filters     Potential funding overlaps     %Healthcare/%Social Service     Organizational Leadership     Past experi...
Organization Information                 * Legal Name                   DBA Name                    * Address             ...
 PRIMARY   CONTACT CEO/EXECUTIVE   DIRECTOR
   * Organization Budget:   * Percentage of Indirect Expense to Total Expense:           Based on your organizational bu...
Target Populations                           Poor/working poor, Uninsured/Underinsured                                    ...
QUESTIONNAIRE   #1: how your organization is advancing health and wellness for those in    need.   #2: Describe 1-2 past...
 Step1: Review questions to ensure alignment with      goals Step   2: Apply filters    Geography    Population (age, ...
 Step   3    Staff due diligence & recommendations to     Program Committee Step   4    Program Committee review & rec...
 Letter   Declining Funding (after initial review) Potential   Follow-up Questions (Mar/Apr) Notification   of Funding ...
AHF Funding Forum 2012
AHF Funding Forum 2012
AHF Funding Forum 2012
AHF Funding Forum 2012
AHF Funding Forum 2012
AHF Funding Forum 2012
AHF Funding Forum 2012
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AHF Funding Forum 2012

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Opening remarks by Rob McCray, AHF Board Chair, and President and CEO, Wireless-Life Sciences Alliance,

Presentation by Nancy Sasaki, Executive Director for Alliance Healthcare Foundation.

Published in: Health & Medicine, Business
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  • Rob’s welcome remarksNancy – review agenda and what will be covered
  • It seems we have lost our way and our focus. We heard that you aren’t so sure about what we are funding and how to get funds from Alliance. I’m hoping that after today you are clearer about what we are all about. I’m hoping to bring you more clarity about our funding strategies and the common themes we talk about at Alliance Healthcare Foundation.
  • You told us that we used to be more visible in the community. Of course the absence of an Executive Director for over a year didn’t help, but we pledge to be out there learning from you and hearing about the needs of your community.
  • Yep, you’re right. There have been a lot of changes & I contributed to those changes. All organizations go through periods of restructuring and Alliance Healthcare Foundation is no different.  -          Change is inevitable in any organization, and it is difficult to say goodbye to people we have grown to like and respect. Sometimes those changes are based on budget necessity. Our board has set a goal of 25% operating expenses so more money flows out to the community.-          We are engaged in an ongoing process of exploring our goals and strategies in improving retention.-          We don’t have all of the answers right now.  What we do have is a team of smart, innovative leaders who are dedicated to solving these issues.
  • I think I know where this comes from but I have to say that in the short time I have worked with this board I think it is quite the opposite. Yes the process we used last year was different – but they wanted to find a fair way to get money out the door and they did it the best way they knew how. Yes, it looked like favoritism to you, but it was a thoughtful process. This year it is an open grant process – everyone is invited to apply meets our criteria. There will be more on this later. This board may seem different to you but they are pretty straight forward about how they operate. Instead of proscribing what they want, they want to hear from you about what works and how you are preparing for the future. They want to see that you are looking at ways to reduce costs or improve quality or increase capacity. They aren’t interested in just funding the status quo. As you will hear in the Mission Support grants, they want to fund your mission because you are looking at ways to constantly improve on what you are doing.
  • We hear you. And I believe that you will see that Alliance is very willing to do this. What that means is that we will be talking more about “advancing health & wellness for those in need”. Our interest in funding the broader field means we will be making choices between a greater variety of programs, much as we did last year.
  • So we heard you. You told us valuable information that has informed our process for 2012. One thing I did was I went back to our strategic plan and I found some powerful words about what we want to do in San Diego & Imperial Counties. I didn’t think they matched up with our messages, our look nor our website. Change maker – Invest in technology and ideas with the greatest potential for return on investmentInnovate – Foster entrepreneurship and innovation in the delivery of health/healthcare to the most vulnerable populations of San Diego & Imperial Counties.Engage - Develop collaborative relationships throughout the community to “make our investment in the community go further.”Sustain - Ensure key AHF issues and funded programs/initiatives are part of the fabric of San Diego & Imperial CountiesAccountable – Hold ourselves and the community accountable for accomplishing what we set out to do.So I launched a re-branding campaign.
  • We have a new logo & a new tagline. We hope you see the broader range of health and wellness in our logo. I invited you to have your picture taken in front of our backdrop. We are updating our website and it will be launched by the time you walk out of this forum. We are celebrating the great work of our grantees and highlighting the great communities we serve. There is clarity in our various types of grants and how to apply. So let’s hear more about this.
  • Rob
  • You will hear more about this $1M funding mechanism that we have used to look at broader systemic change and innovation such as Text4Baby, One-e-app and this year the CIE – Community Information Exchange
  • A responsive grant request cannot exceed $25,000. Responsive grants may:be time sensitive Allow to participate in an important co-funding opportunity with other fundersProvide a novel funding opportunitysupport leadership & organizational developmentprovide community support for a community event or activity (usually do not exceed $10,000)
  • Going back to our strategic vision as we talk about the Mission Support Grants. We are also looking at cost efficiency, quality improvements and capacity building impacts. It is our mission support grants where we hope to be able to diversify our funding across the broader health and wellness areas. Different than most foundations we aren’t looking to fund a particular program. Even though we ask about your innovative programs, we are giving money to those organizations that show they can be innovative, or are ready to jump into the innovative/creative realm. We want to hear from you what you think is the best practice for your area or how you are thinking you can begin to prepare for the future based on the changing trends and the fact that there will continue to be less money and more need in the future.
  • When we are making funding decisions we will also take into account how we are spreading funds throughout the 2 county region.
  • Compared to the ethnic mix in our two counties we are doing fairly well in matching the ethnic mix.
  • We also look at how well we are reaching our target populations. For each of these last 3 areas, if the maps and numbers were to show an adjustment were necessary we would take that into account in making our funding decisions.
  • These are also other factors we consider as we make our funding decisions.
  • For each of the 4 funding areas: poor & working poor (under 250%FPL); uninsured/underinsured, children & homeless, we want to know how many you are serving. Whereas we prefer actual numbers we recognize that you might not capture this information at this time. In that case, give us your best estimate.
  • #1: In 100 words or less, please tell us how your organization is advancing health and wellness for those in need.#2: Describe 1-2 past successful innovative projects/improvements you have implemented that either improved the efficacy and operations of your organization (i.e. price efficacy/more capacity) or improved the quality of the care for those you serve. (Max 250 words)#3: Please tell us about your 2012 activity/activities that align with AHF’s strategic direction to change the status quo through innovative projects. This could include price efficacy, capacity building and/or quality improvements (Max 250 words)#4: Describe key leadership within your organization with the capacity and experience to move innovations forward. (Max 100 words)#5: Tell us about the innovative programs you have that are advancing health and wellness in the communities you serve. We would like to see this question answered in your own words as a short 2-3 minute video posted to YouTube. Please provide the link below.#6: Tell us how we can improve this application process.
  • AHF Funding Forum 2012

    1. 1. Funding ForumFebruary 15, 2012
    2. 2. WE HEARD YOU!
    3. 3. LOCAL
    4. 4. LONG TIME PRESENCEEvery Rose Has Its Thorn – Poison Two Hearts – Phil Collins Top Songs 1989
    5. 5. 52% - POSITIVE VIEW
    6. 6. 52% - GOOD PARTNERS
    7. 7. ACCESS TO HEALTHCARE (17%)EMPHASIS ON INNOVATION/TECHNOLOGY (15%)
    8. 8. It isn’t all peachy keen
    9. 9. CONFUSED
    10. 10. OUT OF SYNCMORE VISIBILITY
    11. 11. TOO MANY CHANGES
    12. 12. Business oriented board,paternalistic; plays favorites
    13. 13. Diversify funding across entire field of health & wellness
    14. 14. Change maker Innovate Engage Sustain Accountable
    15. 15.  Innovation Initiative (I2) Mission Support Responsive
    16. 16. Alliance Healthcare Foundation Strategic Vision InnovativeAdvancing health & Approaches wellness POPULATIONS Most vulnerable populations
    17. 17. CIE – CommunityInformation Exchange
    18. 18.  $25,000  time sensitive  co-funding opportunity  novel funding opportunity support leadership & organizational development  support for a community event or activity
    19. 19. Advancing health & Organizations wellness that embrace innovation POPULATIONS Most vulnerable populations
    20. 20.  Filters  Potential funding overlaps  %Healthcare/%Social Service  Organizational Leadership  Past experience with innovative projects  Current & future plans for innovation
    21. 21. Organization Information * Legal Name DBA Name * Address Address 2 *City * State *Zip * Country *Telephone Fax * Website Address* Organizational Description/Mission Statement * IRS Letter of Determination * indicates required field Need Support? test doc.xls (13.5 K) [Delete File]
    22. 22.  PRIMARY CONTACT CEO/EXECUTIVE DIRECTOR
    23. 23.  * Organization Budget: * Percentage of Indirect Expense to Total Expense: Based on your organizational budget, please provide the percentage of indirect expense to total expense. Compute as follows: indirect expense divided by total expense. Most Recent 990 *Region: Please indicate the region(s) that will be served by your program. To select more than one value, hold down the Ctrl key while clicking on the values. Mac users hold down the cmd key.  North Coastal San Diego County  North Central San Diego County  North Inland San Diego County  Central San Diego County  East San Diego County  South San Diego County  Imperial County
    24. 24. Target Populations Poor/working poor, Uninsured/Underinsured Homeless, Children Gender: % Female % Male Race/Ethnicity of Target Population: % Asian/Pacific Islander % Black/African American % Caucasian % Hispanic/Latino % Native American % Other Age Range: % Child (0-11) % Adolescent (12-17) % Adults (18-64) % Seniors (65+) Total Number of People Served
    25. 25. QUESTIONNAIRE #1: how your organization is advancing health and wellness for those in need. #2: Describe 1-2 past successful innovative projects/improvements #3: Please tell us about your 2012 activity/activities to change the status quo through innovative projects. Price efficacy, capacity building and/or quality improvements #4: Key leadership #5: Short 2-3 minute video posted to YouTube #6: Improve this application process.
    26. 26.  Step1: Review questions to ensure alignment with goals Step 2: Apply filters  Geography  Population (age, ethnicity, target populations)  Services
    27. 27.  Step 3  Staff due diligence & recommendations to Program Committee Step 4  Program Committee review & recommendations to Board Step 5  Board review & decision to fund
    28. 28.  Letter Declining Funding (after initial review) Potential Follow-up Questions (Mar/Apr) Notification of Funding or Letter Declining (May 2012)

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