Foundation funding


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This session will review the how to’s of foundation research, cultivation and solicitation. The discussion will include private, public and corporate foundations and the differences between them as well as outreach methods. This interactive session will answer your questions solve recent challenges you may have had in recent foundation outreach. At the conclusion of this session, participants will know how to: Research foundations, determine who to ask for support, determine how much to ask for, create Foundation calendar, implement a community needs assessment, research statistics and information to back up your organization work and if it is necessary and engage a foundation program officer effectively.

Facilitator: Barbara Talisman, President of Talisman and Associates, Inc. Talisman Associates, Inc. is a full service consulting firm working with public benefit corporations. The firm provides hands-on fund development assistance and leadership training to non-profits.

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Foundation funding

  1. 1. Barbara Talisman 312.733.7520
  2. 2. Barbara Talisman Barbara Talisman is President of Talisman Associates, Inc. Talisman Associates, Inc is a full service consulting firm working with nonprofit organizations.The firm provides hands-on fund development assistance, leadership training and executive coaching to the independent sector. Barbara has been in the development field since 1983. Her experience ranges from corporate sponsorships and special events to board/membership development, grant writing and major gift solicitation as well as volunteer and staff development and training. She teaches a variety of fundraising topics and has been a guest speaker at conferences in North America, Europe the United Kingdom and Australia. Barbara began her fundraising experience on the campaign trail for national and local political candidates. Her fund development experience began at the American Heart Association and continued at the Anti-Defamation League. Barbara has published articles in Fund Raising Management, Fundraising Success, Association Forum, Fund Raising Institute, Advancing Philanthropy and Clout and has been profiled in Entrepreneur Magazine, Today’s Chicago Woman, Crain's Chicago Business and Chicago Tribune. Barbara holds a Bachelor’s degree from Case Western Reserve University. She has continued her education through workshops and classes at BoardSource,The Institute for Charitable Giving, Vanderbilt University, Association of Fundraising Professionals (AFP) regional and international conferences and Indiana University School of Philanthropy. Barbara is an AFP Master Trainer.
  3. 3. 1. Priorities 2. Research 3. Case file 4. Writing 5. Planning timeline 6. Engaging staff Questions along the way….
  4. 4. What are your funding priorities? Program v. General Operating Engaging staff
  5. 5. Maintain focus Where to find the information: Public library Donor’s Forum Internet List of likely prospects Call to qualify prospects
  6. 6. Interests and priority areas Contribution summary Method of approach Typical recipient Restrictions Type of support given Deadline(s) Gift range Budget year - June/July or Previous recipients like and Calendar unlike your agency Officers/Board of Directors Typical size of grant List How much to ask for? Financial summary Annual report Recent giving
  7. 7. Conflicts of interest Match foundation interests with funding priorities Geographic headquarters Operating locations Employee residential communities Types of recipients (like yours) Types of support Giving range
  8. 8. Q&A
  9. 9. Foundation information Grant calendar Giving guidelines File folders Agency information - Case File Case Statement Proposal template Program components Board list Budget(s) Staff biographies Mission/Vision statement
  10. 10. Request guidelines and application (if applicable) Review materials Contact appropriate program officer Phone Letter Email They can help guide you through the process Put yourself in their shoes
  11. 11. Cover letter Summary Introduction Challenge - statement of need Program objectives Strategies to achieve objectives Program evaluation Current and future funding Program budget Conclusion
  12. 12. Write after proposal is completed Frames the rest of the proposal Brief Clear Interesting Reduces your proposal to a sound byte – for you and program officer Identifies the organization Organization’s credibility States challenge Objectives Strategies Costs, current funding and amount requesting
  13. 13. Establish image and credibility Brief history Major accomplishments Qualifications Structure and governance Uniqueness of organization Should be readable
  14. 14. Case for support Describes the challenge agency will meet, change Evidence of challenge Consequences of inaction Impact on community Interest of foundation What can be reasonably achieved or expected Relates to the mission of the agency Stated in terms of clients and constituents not needs or problems of agency
  15. 15. Q&A
  16. 16. Program outcomes Problem-related outcomes of the program Measurable Should: Who – staff and population served Will do what - program When – time objectives will be achieved How much – objectives in numbers, people and money How to measure it - evaluation Does not describe methods
  17. 17. Steps to achieve objectives How Describes reasonable scope of activities Charts, graphs Processes Reasonable sequence of activities – when Why activities were chosen Program staffing Client selection and participation
  18. 18. Program overview Who will do the Impact evaluation Challenge met Cost benefit v. cost Beneficiaries effectiveness Measuring success Who will be the Data collection audience for evaluation strategy – inside and outside Data evaluation Process v. program Evaluation report evaluation Evaluation instruments
  19. 19. Current and future funders Those who are supporting program now Others who have been/are being asked to support program Plan for future support Maintenance and future support Accounts for staff, equipment and supplies
  20. 20. Estimate of costs Specific to program and financial need to meet objectives Direct costs Indirect costs Revenue Honest Realistic
  21. 21. Restate the request Overview of the challenge Contact person Time frame Thank funder
  22. 22. Q&A
  23. 23. Preparation Checked with funder to determine their interest? Staff is prepared to do the work Proposal fits funding guidelines Proposal Content Well organized Clearly written Been reviewed by someone outside of the planning process Innovative ideas are clearly stated All parts of the proposal are there Followed guidelines Deadline has been met Submitting the correct number of copies Application if applicable Supporting documents Contact person identified
  24. 24. Poor research Does not fall within giving guidelines Poorly written or organized Does not state or establish legitimate case for need Duplication on services Assumes the reader is knowledgeable of the subject Does not give evidence that the project can exist without funding Not financially feasible No evaluation criteria Too ambiguous
  25. 25. An ongoing process Share your mission at every opportunity. Make it a natural part of what your organization does. Invite foundation representatives to: Site visits Board and committee meetings Special events Volunteer activities Add them to your mailing list: Annual reports Newsletters Direct mail Invitations
  26. 26. Follow up on grant proposals Check on receipt Meeting date Site visits Personal visits Board contact Deliver on what you promise Evaluations Program reports Support materials Keep on top of payments Communicate often to: Board Staff Community
  27. 27. Thank you! Talisman Blog Making a Difference Radio @BTalisman Facebook
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