Thank you for joining us today The purpose of today’s call is to provide an overview of Triangle Community Foundation’s Community Grantmaking Program and to answer questions related to our Spring 2011 grantmaking cycle. Much of the information I’ll be discussing is also posted on the Foundation’s website: www.trianglecf.org The Grants and Support section of TCF’s website contains documents detailing the Community Grantmaking Program’s application process and guidelines, answers to Frequently Asked Questions, proposal assessment rubric, and proposal application. Your lines have been muted and will be reopened during the call’s question and answer period. Please feel free to use the CHAT function to ask questions during this presentation.
I’m Robyn Fehrman, Community Program Officer, at Triangle Community Foundation. I manage the Community Grantmaking Program, the Triangle Gives Back initiative, and other regional projects in which the Foundation is involved.
This presentation will be sent to you following the webinar.
Triangle Community Foundation was founded 27 years ago and makes over $14 million in grants each year to nonprofit organizations throughout our region, state, and world. This grantmaking primarily takes place in two ways – (1) through donor-advised funds and (2) through the Community Grantmaking Program. Over 80% of the Foundation’s grantmaking takes place through our Donor-Advised Funds grantmaking program. Donor-advised funds are accounts that individuals, families, or businesses open here at the Foundation. These fundholders then work with the Foundation’s donor-services staff to make recommendations as to where grants from their accounts should go. The Foundation does not accept proposals for grants from donor-advised funds. Instead, we ask that nonprofit organizations stay in touch with us via email, in-person meetings, and events to inform us about funding needs and opportunities. We then share information about your organization with fundholders, as appropriate. This is an on-going, rolling process. Grants from donor-advised funds are processed every Friday. Grants from donor-advised funds are much more like gifts from individual donors then they are like grants from private or corporate foundations.
Our overall goals for the Community Grantmaking Program are to provide an open, competitive process for distributing grant funding, to make a difference in our chosen focus areas, and to be as transparent as possible in our decision-making process. In January 2007, the Foundation launched the Community Grantmaking Program. Goals: increase funding available to Triangle nonprofits through a transparent, easy process. To date, the Foundation has granted more than $1 million through this program. Through this competitive, discretionary grantmaking program, the Foundation makes 1-year grants to Triangle-based organizations working in two areas: (1) Youth Leadership and Development and (2) Civic Engagement. Eligible organizations must have a total annual organizational budget of $1.5 million or less. This budget cap has been increased from previous years. The Foundation operates two grantmaking cycles per year. Proposals are due via email by 5 p.m. on February 15 and August 15. Proposals received after these deadlines will not be reviewed. Average grant size is $10,000 – $15,000. Smallest grant made through this program is $2,500 and largest grant is $20,000. Organizations are encouraged to not request significantly more than $10,000-$15,000. The Foundation has not yet announced the total amount of funding that will be available for Spring 2011 cycle. The total amount will be at least 150,000. This is a very competitive program. Each cycle the Foundation receives between 75- 100 proposals and funds 12-20 of those proposals.
Proposal Review Process – See Proposal Scoring Rubric. This rubric is just a starting point. Many proposals that score highly are still unfortunately not funded. Internal committee of staff reads all proposals and sends selected proposals on to the Community Grants Program Committee for review. Community Grants Program Committee is responsible for reviewing proposals, making site visits when appropriate, and making funding recommendations to the Foundation’s Board of Directors. The BOD makes final funding decisions. The members of both the committee and our board are listed on our website. Site visits are often made when the committee has additional questions about a proposal; organization is new to foundation; etc. In general, not every organization that receives funding receives a site visit and not every organization that received a site visit received funding. Funding decisions for the Spring 2011 cycle will be announced by June 30. Funds will be available by July 1 to be spent July 2011 – June 2012. A final grantee report and video will be due by June 30, 2012.
$182,000 14 organizations 7 grants in each focus area Grantees and project descriptions listed on TCF website in CGP section
Get to know the Foundation and have the Foundation get to know you prior to submitting your proposal. This is especially important for new, young organizations or organizations that have never received any funding from the Foundation before. Attend Lunch with the President and other Foundation events. Invite Foundation staff to your events. Put the Foundation on your mailing list for newsletters, etc. Create and regularly update a profile on TriangleGivesBack.org Follow directions and see Proposal Scoring Rubric. Check to ensure that you are completing the current Proposal Application. Application may change from one cycle to the next. Use TCF’s budget form. TCF does not accept additional information / attachments. Use clear, concise language. Bullet points are fine. Explain as if you are explaining to a stranger, even if you believe that staff fully understand your work. Demonstrate need or opportunity. Why is this a critical issue / population in the Triangle right now? How do you know?
Demonstrate what makes your organization unique or different. How is your is organization in a strategic position to address this issue? How do you collaborate with others who are working on this issue? How does your organization fill what would otherwise be a gap in service? Organizational income as indicator of organizational sustainability. Foundation looks for multiple, diverse income streams, including individual donors. Focus on specific impact in our four counties. This is especially important for organizations that work statewide. Continued funding for previous grantees: Held to a higher standard. Work must continue to be very compelling and effective. Have funded organizations for up to 3 years in a row. Very unlikely to fund an organization for more than 3 years
Age group: 8-14. If you are working with youth outside of this age group also, what % of your program participants fall within this age group? Level of need among targeted youth – Do the youth you reach have other developmental opportunities? Will this grant help you reach more diverse youth? Process - Which specific youth are you hoping to reach? How will participants be identified / selected? If working with partners (e.g. schools), have those partnerships already been established? If not, how will they be established? Impact – How many youth will you reach? What assets will your work specifically seek to build? How will their knowledge, attitudes, or behaviors change as a result of your work? How will you know / measure that change?
Foundation recognizes that Civic Engagement occurs along a continuum: Awareness raising, public education, mobilization, direct lobbying. However, the Committee often gives priority to proposals that target a specific policy change – and specifically demonstrate how their work would help lead to that policy change. Timeliness of issue and potential for impact is important – especially during election years, General Assembly short-session. General volunteering alone is not considered civic engagement. In order to be part of a successful proposal, individuals involved must move beyond volunteering to having a larger impact on the overall issue. Some public policy issues are very complicated. Be sure to describe them in the simplest language possible. Why is this issue important to our communities? Often, civic engagement change does not happen within the one year grant period; however, benchmarks for the one year grant period are critical. At the end of the grant cycle, what will be different as a results of this civic engagement work?
Community Grantmaking Program Information Webinar - Spring 2011
Community Grantmaking Program Information Session Spring 2011 Grantmaking Cycle
<ul><li>Robyn Fehrman </li></ul><ul><li>Community Program Officer </li></ul><ul><li>(919) 474-8370 x. 128 </li></ul><ul><li>[email_address] </li></ul><ul><li>Twitter: @TriComFdn </li></ul><ul><li>Facebook.com/TriangleCF </li></ul>About Me
<ul><li>Introduction to TCF </li></ul><ul><li>CGP Overview </li></ul><ul><li>CGP Proposal Review Process </li></ul><ul><li>Recent Successful Grantees </li></ul><ul><li>Tips for Success </li></ul><ul><ul><li>Youth Leadership & Development Tips </li></ul></ul><ul><ul><li>Civic Engagement Feedback Tips </li></ul></ul><ul><li>Questions & Discussion </li></ul>Agenda
Introduction to TCF <ul><li>27 year old community foundation </li></ul><ul><li>Largest general funder in the Triangle </li></ul><ul><li>Assets: ~$135 million </li></ul><ul><li>Grantmaking: ~$15 million </li></ul><ul><ul><li>Donor-Advised Funds </li></ul></ul><ul><ul><li>Competitive Grants </li></ul></ul><ul><li>Staff: 16 + interns </li></ul><ul><li>Find us on Facebook, Twitter, & YouTube </li></ul>
CGP Overview <ul><li>Competitive grantmaking program </li></ul><ul><li>Two focus areas: </li></ul><ul><ul><li>Youth Leadership & Development </li></ul></ul><ul><ul><li>Civic Engagement </li></ul></ul><ul><li>Two funding cycles per year </li></ul><ul><li>1-year grants </li></ul><ul><li>Average grant size: $10,000 - $15,000 </li></ul><ul><li>More than $1.7 million granted since 2007 </li></ul>
CGP Proposal Review Process <ul><li>Proposals due February 15 by 5 pm </li></ul><ul><li>All proposals read by staff </li></ul><ul><li>Strongest proposals sent to committee </li></ul><ul><li>Selected site visits conducted </li></ul><ul><li>Board of Directors votes on committee recommendations </li></ul><ul><li>Applicants notified by June 30 </li></ul><ul><li>Funds to be spent July 1 – June 30 </li></ul>
Tips for Success <ul><li>Build relationships with TCF </li></ul><ul><li>Follow directions </li></ul><ul><li>See Proposal Assessment Rubric </li></ul><ul><li>Use clear, concise language </li></ul><ul><li>Demonstrate need or opportunity </li></ul>
Tips for Success <ul><li>Demonstrate organization’s unique contribution </li></ul><ul><li>Organizational income is an indicator of sustainability </li></ul><ul><li>Focus on impact in our four counties </li></ul><ul><li>Special notes for previous grantees </li></ul>
Youth Leadership & Development <ul><li>Age Group: 8-14 </li></ul><ul><li>Level of need or opportunity </li></ul><ul><li>Program plan and processes </li></ul><ul><li>Evidence-based programming? </li></ul><ul><li>Measurement of impact? </li></ul>
Civic Engagement <ul><li>Civic engagement continuum </li></ul><ul><li>Proposals targeting specific policy change often prioritized </li></ul><ul><li>General volunteering is not enough </li></ul><ul><li>Need for simple language </li></ul><ul><li>Timeliness of issue? Potential for impact? Benchmarks? </li></ul>