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  • Have audience introduce themselves and say what they intend to learn from the class

Transcript

  • 1. Grant Seeking Presented by Melissa Kash-Holley Foundation Center Librarian [email_address] 918-596-7940 Workshop evaluation
  • 2. Please sign in and take a packet Please put your cell phones on silent
  • 3. Today you will:
    • Learn about the Foundation Center and the TCCL Cooperating Collection
    • Learn the basics of the grant seeking process
    • Become familiar with the resources available to you for grant seeking
    • Tour the TCCL Foundation Center Collection
  • 4. Part 1 TCCL as a Foundation Center Cooperating Collection
  • 5. TCCL & The Foundation Center
    • What is the Foundation Center?
      • Established in 1956
      • They have five offices, the main headquarters is in New York
      • Original and current purpose -to be a source of accurate information about U.S. grantmakers
      • They are themselves a non-profit organization that serves to inform the public about philanthropy and how non-profit activity contributes to society
      • To accomplish their mission, the Foundation Center has about 200 cooperating collections across the United States. TCCL is one of those cooperating collections.
  • 6. Foundation Center Headquarters – New York City
    • Field Offices
      • Atlanta, GA
      • Cleveland, OH
      • San Francisco, CA
      • Washington DC
    • Cooperating Collections
      • 200+ Nationwide
      • TCCL Foundation Center is one of the Cooperating Collections
  • 7. TCCL as a Foundation Center Cooperating Collection
    • Provides access to the Foundation Directory Online and core collection materials
    • Provides users with the knowledge and assistance of library staff
    • Conducts workshops, highlighting the use of Foundation Center resources
  • 8. Part 2 Planning Your Funding Research Strategy
  • 9. Objective Find funders that have the same interests and values as your organization
  • 10. Homework is Important
    • Identifying potential funders requires serious, time consuming research
    • Most grant seekers find it worth the effort
    • As a grant seeker it is up to you to thoroughly review information about a funder
    • To be competitive grant seeker you must set aside time for research
  • 11. What You Need To Have In Place Before Asking for Money
    • 501(c)(3) status
    • Compelling mission
    • Board of directors to exercise oversight
    Building a Credible Nonprofit Organization
  • 12.
    • High-quality programs that meet a real need in the community
    • Track record of effective program delivery
    • Capable leadership
    • A strong organizational and financial infrastructure
    What Funders Look For Building a Credible Nonprofit Organization
  • 13. Before You Begin
    • Review your organization’s attributes and clearly define its programs and financial needs
      • Has your organization previously received foundation funding?
    What is your organization’s mission?
      • Is your organization tax exempt?
      • Can you describe the audiences served by your organization’s programs?
      • Where does your organization operate its programs?
      • Do you have a clear picture of the purpose of the program or project for which you are seeking support?
      • What are the distinctive features of your project/organization?
      • How much money do you need for your program or project?
      • Is in-kind support or another type of support more appropriate than a cash grant?
    See the “Before You Begin” checklist provided in the packet
  • 14. The World of Foundations Each foundation is unique! A grant seeker should expect variation Be prepared to learn about a foundation’s values and interests
  • 15. Source: Nonprofit Almanac 2008 National Center for Charitable Statistics, the Urban Institute Other Income 2.9% Fees for Services and Goods 70.3% Private Contributions 12.3% Sources of Revenue for Reporting Public Charities The World of Foundations Where Foundations Fit in the Total Funding Picture Government Grants 9.0% Investment Income 5.4%
  • 16. Total Giving: $306.39 billion Private Contributions by Source ($ in billions) The World of Foundations Source: Giving USA 2008, Giving USA Foundation, searched and written by the Center On Philanthropy at Indiana University
  • 17. Types of Foundations
    • All 501(c)(3) of the IRS Code are either private foundations or public charities.
    • A private foundation receives all of their contributions from relatively few sources and often relies on investment earnings as their source of ongoing support.
    • A public charity is either "publicly supported" (i.e. derives a substantial portion of its financial support from the public) or functions to "support" one or more organizations that are public charities.
  • 18. Types of Foundations
      • Private
        • Independent
        • Corporate
        • Operating
      • Public
        • Community foundations
        • Population or issue-oriented funds
        • Corporate
    It is useful to know what type a foundation is because it affects how a foundation gives!
  • 19. Types of Foundations – Independent
    • Funds are generally derived from an individual or a family, or a group of individuals.
    • These run the gamut from the largest foundations in the country (Gates, Ford, et al) to small, all-volunteer-run foundations, many of which refer to themselves as “family” foundations because of a high degree of family involvement.
  • 20. Types of Foundations – Family
    • Independent private foundation whose funds are managed or strongly influenced by members of the donor’s family
    • Family members often serve as officers or board members
    • Family members often have a significant role in grantmaking decisions
    • Comprise ~40-45% of all private and community foundations
    • Most are small, informal organizations
  • 21.
    • Private foundations that use the bulk of their resources to provide charitable services or run charitable programs of their own.
    • They make few, if any, grants to outside organizations and, like private independent and private family foundations, they generally do not raise funds from the public.
    Types of Foundations – Operating
  • 22. Types of Foundations – Community
    • Serves a specific geographic community or region
    • Usually focuses mainly, if not exclusively, on local needs
    • Usually a “public charity” (raises a significant portion of its funds from the public each year), not a “private foundation”
    • Funds usually derived from many donors but managed in a single endowment
    • Income from the endowment is used to make grants
    • Broad areas of interest
  • 23. Types of Foundations – Corporate
    • Company-Sponsored Foundation
    • Assets are derived primarily from contributions of a for-profit business
    • Contributions may be from an initial endowment, periodic contributions, or both
    • May maintain ties to the parent company but is an independent entity
    • Tend to give to a broad spectrum of organizations but some give based on parent company interests.
    • Often, corporate foundations provide grant support in the areas where their corporation has a base of operation.
  • 24. Types of Foundations - Population
    • Population or Issue Oriented Funds – The Ms. Foundation for Women is an example of a women's fund. It raises money and makes grants to support projects and causes which benefit women and girls.
    • Other grantmaking public charities fund specific issues. i.e. American Foundation for AIDS Research (AMFAR)]
  • 25. Foundations most likely to give you a grant:
    • Local Foundations
    • Major Corporations headquartered in your area
    • State and local government
    • Major corporations with employees or much of their sales in your area
    • Major foundations not located in your area
    • Federal Government
    • A Concise Guide To Getting Grants for Nonprofit Organizations, Mark Gyer, 2002.
  • 26. What you need to know to make a wise choice Finding Funding Partners
  • 27. The Research Process
    • Develop a preliminary list of prospects
    • Evaluate your prospect list
    • Refine your prospect List
  • 28. Develop a preliminary list of prospects
    • Look for funders who meet, at least, these two important criteria:
      • State program interests match your organization’s need or pattern of giving is in your field of interest
      • Giving in the geographic area in which your organization operates or with no restrictions indicated as to where they give
  • 29. Be Inclusive at First
    • If preliminary investigation makes you think that a foundation should go on the list, go ahead and include it.
    • Let further research you conduct on the funder tell you otherwise.
    Use the Prospect Worksheet provided by the Foundation Center to make your prospecting efficient!
  • 30. Evaluating Your Prospect List – Questions About Potential Funders Does the funder accept applications? Has the grantmaker demonstrated a real commitment to funding in your subject field? Does it seem likely that the funder will make grants to organizations in your geographic location? What are the financial conditions that may affect the foundation’s ability to give? Does the funder give to the same nonprofit groups every year, or have they committed their resources many years into the future? Does the amount of money you are requesting fit within the funder’s typical grant range? Does the funder have a policy prohibiting grants for the type(s) of support you are requesting? Does the funder usually make grants to cover the full cost of a project or does it favor projects where other funders will participate? Does the funder put limits on the length of time it is willing to support a project? What types of organizations does the funder tend to support? Does the funder have application deadlines? Do you or does anyone on your staff have a connection with the funder? See the “Evaluating Your Prospect List” handout in your packet
  • 31. Refining Your Prospect List
    • Looking closely at a prospect’s willingness to provide the type of support your organization needs is critical.
    • Approach multiple grantmakers at once with TARGETED grant requests. One size does not fit all.
    • Prioritize your list – if at first you fail, move on down
    • Keep your list for future requests - A funder may look upon you more favorably next time.
  • 32. Part 3 Grant Seeking Resources
  • 33. Foundation Center @ TCCL Core Resources
    • Librarians to assist you!
    • Training Programs for groups and one-on-one training w/ advanced notice
    • Reference books/print directories
    • Books to check out
    • Periodicals – aka journals and magazines
    • Videos
    • Lists of recommended readings
    • Web sites
    • Databases
  • 34.  
  • 35. Finding Information on Funders
    • Grantmaker web sites ( http:// www.quiktrip.com )
    • Grantmaker documents
      • Annual reports ( http:// www.fordfound.org / )
      • Request for Proposals
        • Philanthropy News Digest has requests for proposals posted online at ( http:// foundationcenter.org/pnd/rfp / )
      • IRS Filings (990-PF)
      • Newsletters ( http:// www.pdf.org/en/pdf_newsletter_quarter )
      • Guidelines / brochures/other publications
    • News articles ( http://www.tulsaworld.com/twpdfs/2006/FINAL/W_122306_A_20.PDF )
  • 36.  
  • 37. Investigate Similar Nonprofits
    • Visit the websites of nonprofit organizations that are similar to your organization in their mission, geographic area, or target audience and take a look at their donor pages. Find out more about these funders.
    • Winning Grants: Step by Step, Mim Carlson, et al, 2008
  • 38. 990 Lag Time
    • Form 990 must be submitted four and half months after fiscal year
    • Most foundations fiscal year is Jan-Dec
    • Filing deadline is May 15 of following year
    • Many foundations request a 6 month extension
    • Filing deadline w/ extension is November
    • IRS process, prepare, and scan 990s into digital format – takes several months
    • Bottom line – you will not be able to view the 990 for 2008 until early 2010
  • 39. Print Resources Directories and Books
  • 40. Foundation Center Print Directories All below are searchable online through the Foundation Directory Online
    • Foundation Directory
    • Foundation 1000
    • National Directory of Corporate Giving
    • Grant Guides
    • Guide to U.S. Foundations, Their Trustees, Officers, and Donors
  • 41. Foundation Directory
    • Composed of three parts
    • Each entry includes
      • Foundation’s Name
      • Address
      • Financial Data For The Latest Available Year Of Record
      • Giving Interests And Restrictions
      • Application Guidelines
      • Names Of Officers And Directors
      • List Of Selected Grants
    • Arranged by state then alphabetical by foundation name
  • 42. Parts of the Foundation Directory
    • Part 1 Covers the 10,000 largest U.S. Foundations based on total giving
    • Part 2 Covers the second 10,000 largest U.S. foundations based on total giving
    • Part 3 Provides information on 46,700 smaller grantmaking private, company-sponsored, operating and community foundations.
    • All three parts together, represent a total of 66,7000 grantmakers
  • 43. Foundation 1000
    • In depth profiles of the 1,000 largest U.S. Foundations
    • The represent 65% of dollars awarded, but make up only 2% of the number of grantmaking foundations!
    • A profile includes, purpose of the foundation, limitations, areas of support, fields of interest, financial data, officers and directors, staff, background, policies and application guidelines, foundation publications, and grants analysis
  • 44. National Directory of Corporate Giving
    • Identifies foundations and grantmaking public charities established and funded by companies and direct corporate giving programs
    • Profiles 3,564 companies making contributions to nonprofit organizations.
  • 45. Other Print Directories
    • The Oklahoma Foundation Databook C&D Publishing
    • Catalog of Federal Domestic Assistance U.S. Office of Management and Budget http:// www.cfda.gov /
    • National Directory of Nonprofit Organizations The Taft Group
  • 46. Oklahoma Foundation DataBook
    • A directory of 1,123 Oklahoma foundations http://www.foundationdatabook.com/Pages/ok/oklinks.html
    • Comprehensive profiles of the largest 214 grantmaking foundations
      • Profiles include: List of Trustees, purposes, restrictions, geographic focus, deadlines, and more
    • Listing of every one of the 7,710 grants they awarded to mostly Oklahoma nonprofit organizations for the most recent year on record.
  • 47. Resources on the Web
  • 48.
    • Oklahoma Foundation Databook ( http:// www.foundationdatabook.com/Pages/ok/oklinks.html )
    • Grantmakers of Oklahoma ( http:// www.grantmakersofoklahoma.org / )
    • The Foundation Center website ( www.foundationcenter.org )
    • Grants.gov ( www.Grants.gov )
    • Catalog of Federal Domestic Assistance ( www.cfda.gov )
  • 49.
    • GuideStar ( www.guidestar.org )
    • Economic Research Institute ( http:// www.erieri.com / )
    • State Attorney General’s Office ( http:// www.naag.org/attorneys_general.php )
    • Foundation Center @ TCCL ( http:// www.tulsalibrary.org/foundation_center / )
    • Philanthropic Studies Index ( http:// cheever.ulib.iupui.edu/psipublicsearch / )
  • 50. Power Searching with Foundation Directory Online
  • 51. Foundation Directory Online
    • Use the Foundation Directory Online to search for information included in these print directories:
      • Foundation Directory
      • Foundation 1000
      • National Directory of Corporate Giving
      • Grant Guides
      • Guide to U.S. Foundations, Their Trustees, Officers, and Donors
  • 52. The Foundation Directory Online Limited to use at the Central Library only
    • Can be used to search:
    • Grantmakers
    • Grants
    • Companies
    • 990s
    http://fconline.fdncenter.org/ip_login.pl
  • 53. Exercises
    • What Fields of Interest would you use to find grantmakers that support zoos?
    • What Geographic Focus should I choose if I want to limit my search to grantmakers who give to nonprofit organizations in Oklahoma?
    • Find a Grantmaker that supports zoos in Oklahoma
    • Find the Form 990 for the Build-A-Bear Workshop Bear Hugs Foundation
  • 54. Exercises
    • We have some time to search for a potential grant(s) that you might be interested in.
    • Practice emailing this grant information to yourself or saving it to a disk or drive
  • 55. Grant Resources for Individuals
  • 56.
    • “ The overwhelming majority of foundation grants are awarded to nonprofit organizations that qualify for “public charity” status under Section 501(c)(3) of the IRS Code.”
    • Foundation Fundamentals , Foundation Center, 8 th ed., 2008
  • 57. Want to know my Billionaire Secret!
  • 58. I scam the pants off people…… GOTCHA!
  • 59. Free Money? Don’t Think So!
    • In its report, "Secrets Revealed! How Misleading Advertising Is Feeding a Nationwide Boom in Government Grant Scams," New York State Consumer Protection Board says Lesko and others are feeding a growing number of government-grant scams now hurting consumers across the country .
    http://www.consumeraffairs.com/news04/lesko_grants.html
  • 60.
    • “The majority of those who purchase the books are not successful in obtaining the grants or funds as advertised by the company. The advertised examples of success are not typical . “
    • BBB Reliability Report for Information USA, Inc.
    Results Not Typical http://www.dc.bbb.org/codbrep.html?ID=10043&wlcl=y
  • 61. Individuals DO Receive Foundation Support
    • 5,000 foundations give to individuals directly
    • 70% are for educational support
    • Expect to encounter stiff competition
  • 62. Support for Educational Purposes
    • First contact should be the financial aid office at the college or university you plan to attend
    • Ask if the corporations that employ you or family members offer scholarships or tuition-aid programs
    • Direct financial assistance from the college, work study programs, local and state governments, corporations are possiblities
  • 63. Support for Educational Purposes
    • State Based Financial Aid for Education ( http://wdcrobcolp01.ed.gov/Programs/EROD/org_list.cfm?category_ID=SHE )
    • Student Aid on the Web ( http://studentaid.ed.gov/PORTALSWebApp/students/english/index.jsp )
    • Federal Student Aid – Scholarship Wizard ( https://studentaid2.ed.gov/getmoney/scholarship/scholarship_search_select.asp?13817/ )
    • FastWeb ( www.fastweb.com )
    • College Board ( http://apps.collegeboard.com/cbsearch_ss/welcome.jsp )
    • Foundation Grants to Individuals ( http://gtionline.fdncenter.org/ipl.php )
  • 64. Support for Non-Educational Purposes Seeking Funding Through Affiliation
    • Independent Filmmakers
    • Artists
    • Medical Researchers
    • Inventors
    • ( http://foundationcenter.org/getstarted/tutorials/fiscal/index.html )
  • 65. Seeking Funding Through Affiliation
    • Access to funding opportunities may be improved substantially by engaging in some type of affiliation with a nonprofit organization
    • Affiliation is a continuum ranging from working almost entirely alone to becoming an employee of a nonprofit institution
    • See Affiliation Continuum Chart
  • 66. Is Affiliation For You?
    • If you are an inventor and do not need the use of high technology equipment or laboratories, you can probably apply on your own.
    • If you are a mathematician whose idea relies on computer programming and assistance of technical personnel, you need affiliation with an academic institution or research institute. Funders will want to know that you have access to the appropriate technology and be sure that you possess the wherewithal to do what you propose to do.
  • 67. Places to Find Grants for Individuals
    • Foundation Center Chart for Individual Grantseekers ( http:// foundationcenter.org/getstarted/individuals/fundingfor / )
    • Michigan State Libraries – Grants for Individuals Page ( http://staff.lib.msu.edu/harris23/grants/3subject.htm )
    • Grants.gov ( www.grants.gov )
    • Govbenefits.gov ( www.govbenefits.gov )
    • Small Business Association ( http://www.sba.gov/services/financialassistance/index.html )
    • Foundation Center Guide to Grants for Individuals ( http:// foundationcenter.org/getstarted/individuals/faqs / )
  • 68. Foundation Grants to Individuals Online
    • Descriptions of 6,000+ foundation and public charity programs that fund students, researchers, artists, and other individual grant seekers.
    • The database also incorporates helpful tutorials and Foundation Center resources to assist individuals with finding grants.
  • 69. L imited to use at the Central Library only http://gtionline.fdncenter.org/ipl.php
  • 70. Exercises:
    • FOUNDATION GRANTS TO INDIVIDUALS ONLINE
    • http://gtionline.fdncenter.org/ipl.php
      • Find scholarships available to individuals in the state of Oklahoma
      • Find grants given to victims of Hurricane Katrina
  • 71. Part 4 Wrap-up and Tour
  • 72. Key Points
    • Build a credible organization
    • Look for the match when identifying funding partners
    • Foundation fundraising is just one part of your overall fundraising plan
    • Foundation Center has many resources, including assistance offered by our library staff
  • 73. Thank you for attending G rant Seeking: The Basics Before we proceed to the tour of the Foundation Center Cooperating Collection, please remember to… Complete your workshop evaluation Have your parking ticket stamped