*
John W. Hicks, CFRE
President & CEO
J.C. Geever, Inc.
*
*New kids on the block
*Generational shift in foundation leadership
*Changing needs/opportunities
*The nonprofit landscape...
*Foundations are recovering from the Great
Recession

*
Data gathered from 140 private foundations
for the 2012 Study show that these
organizations’ endowments returned an
averag...
*Foundations are recovering from the Great
Recession

*Foundation giving is stable . . . and stagnant

*
Source: The Foundation Center
*Foundations are still recovering from the Great
Recession

*Foundation giving is stable . . . and stagnant
*The largest f...
Private foundations with less than $50
million granted 9.1% more in 2012 than in
2011. These same foundations continue to
...
*Reduced giving as a percentage of assets
*Reduced overhead/staffing
*Lengthening the consideration/decision process
*Refo...
*Acquisition is tougher. Foundations are

becoming more selective in their choice of
grantees.

*Urgent needs will be hard...
*
*Modest gifts to let the recipient know that the
donor still cares

*Risk/reward = low/modest
*Global expectations
*Will d...
*Large grants
*Risk/reward = modest-high/high
*Strategic philanthropy
*Global expectations
*Expansion/enhancement
*Real an...
*
*Cast your net broadly
*Lots of proposals in the pipeline
*Time is on our side
*Foundations in “risk taking” entrepreneuri...
*Trade the net for a fishing rod
*Targeted applications/proposals
*Time is against us
*Foundations are entrepreneurial and...
*
*
*How much money did we raise?
*How many grants did we keep/lose?
*How many grants did we acquire?
*How many proposals are ...
*
*How much of the right money did we raise?
*What is the quality of our portfolio?
*How many grants did we maintain?
*How m...
*
AFP Westchester NPD 2013 Eyes on the Dashboard: Performance Metrics for Grantseeking Programs John W. Hicks, CFRE
AFP Westchester NPD 2013 Eyes on the Dashboard: Performance Metrics for Grantseeking Programs John W. Hicks, CFRE
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AFP Westchester NPD 2013 Eyes on the Dashboard: Performance Metrics for Grantseeking Programs John W. Hicks, CFRE

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Foundation giving has held steady with little growth in recent years. How is foundation philanthropy evolving and what is are the most important ways we can garner support and sustain relationships in a new, volatile and changing environment? Look at several indicators that will help you plan your work, work your plan and define success metrics for your grant-seeking efforts.

LEARNING OBJECTIVES/TAKEAWAYS:
Share trends about recent foundation giving; Using these trends, define emerging performance measures for fundraisers. Define the meaning of a successful relationship with Board members; Review the principles of effective Board Development and building successful relationships; Identify tools and techniques to build a formal strategy around Board relationship building; Discuss tools for engaging your Board in your development efforts; Discuss how to initiate change.

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AFP Westchester NPD 2013 Eyes on the Dashboard: Performance Metrics for Grantseeking Programs John W. Hicks, CFRE

  1. 1. * John W. Hicks, CFRE President & CEO J.C. Geever, Inc.
  2. 2. *
  3. 3. *New kids on the block *Generational shift in foundation leadership *Changing needs/opportunities *The nonprofit landscape *Globalization of philanthropy *
  4. 4. *Foundations are recovering from the Great Recession *
  5. 5. Data gathered from 140 private foundations for the 2012 Study show that these organizations’ endowments returned an average of 12.0 percent (net of fees) for the 2012 fiscal year -- a significant improvement over the FY2011 return of less than 0.7 percent. Source: Commonfund/Council on Foundations
  6. 6. *Foundations are recovering from the Great Recession *Foundation giving is stable . . . and stagnant *
  7. 7. Source: The Foundation Center
  8. 8. *Foundations are still recovering from the Great Recession *Foundation giving is stable . . . and stagnant *The largest foundations are still saying that they are wary of planning significant increases *Small foundations may be more bullish *
  9. 9. Private foundations with less than $50 million granted 9.1% more in 2012 than in 2011. These same foundations continue to pay out more than twice their 5% minimum distribution requirement and actually increased their qualifying distributions in 2012 to 11.7% of assets, up from 11.2% in 2011. Source: Foundation Source Study, March 2013
  10. 10. *Reduced giving as a percentage of assets *Reduced overhead/staffing *Lengthening the consideration/decision process *Refocused giving priorities *Greater discernment about grantees *
  11. 11. *Acquisition is tougher. Foundations are becoming more selective in their choice of grantees. *Urgent needs will be harder to fund vs. strategic needs. *Small annual grants appear to be stable. *Foundations will direct larger grants to strategic priorities. *
  12. 12. *
  13. 13. *Modest gifts to let the recipient know that the donor still cares *Risk/reward = low/modest *Global expectations *Will do good work *Will sustain change *Allow the Foundation to maintain its mission and its tax-exempt status *
  14. 14. *Large grants *Risk/reward = modest-high/high *Strategic philanthropy *Global expectations *Expansion/enhancement *Real and positive change/outcomes *Sustained change *Allow a foundation to be strategic with its philanthropy *
  15. 15. *
  16. 16. *Cast your net broadly *Lots of proposals in the pipeline *Time is on our side *Foundations in “risk taking” entrepreneurial mode *We can sustain and grow total from year to year with some predictability *
  17. 17. *Trade the net for a fishing rod *Targeted applications/proposals *Time is against us *Foundations are entrepreneurial and adverse to risk *Grantseeking results vary from year to year *
  18. 18. *
  19. 19. *
  20. 20. *How much money did we raise? *How many grants did we keep/lose? *How many grants did we acquire? *How many proposals are in the pipeline? *How many calls did we complete? *
  21. 21. *
  22. 22. *How much of the right money did we raise? *What is the quality of our portfolio? *How many grants did we maintain? *How many relationships did we create? *How many relationships did we sustain? *How many foundations know more about us? *Is our message resonating with grantmakers? *
  23. 23. *
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