Grant Funding Forecast 2011 & Beyond


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Maximize your time and grant seeking effort with insider information about which funders will or won’t have grant money to give in 2011. Renee will share information with you that she has learned from her grant maker colleagues — information that is not on funder websites. Also, find out about funding trends for the next few years to help you position your organization and plan for the future.

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Grant Funding Forecast 2011 & Beyond

  1. 1. Grant Funding Forecast 2011 & Beyond Renee Bourque Special Thanks To Our Sponsors
  2. 2. Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it. A Proud Sponsor of
  3. 3. Today’s Speaker Renee Bourque Principal Consultant, Bright Star Grant Consultants, Inc Hosting: Assisting with chat questions:Sam Frank, Synthesis Partnership April Hunt, Nonprofit Webinars
  4. 4. Funding Forecast 2011 and Beyond The Chinese word for crisis also means opportunity Presented by Renée Bourque
  5. 5. Topics This overview will include: The funding outlook for 2011 -12 Sector breakdown of funding trends Funder priorities and preferences Advice from funders about how to be competitive Bright Star Grant Consultants, Inc. Copyright ©2010 Renée Bourque, President, PO Box 725, Clinton WA 98236 rené ~
  6. 6. State and Federal Funding: Funding will be down for at least the next two years If you haven’t already, starting looking for back-up funds to replace your government funding Even in a sea of red ink you can sail your boat: Find top political priorities where you align and then clearly spell it out in proposals; demonstrate clear outcomes and value. Bright Star Grant Consultants, Inc. Copyright ©2010 Renée Bourque, President, PO Box 725, Clinton WA 98236 rené ~
  7. 7. Largest Funders by Total Gifts:Giving increased just over 12 percent among the top 25foundations; median change in giving was 14.2 percent  Bill & Melinda Gates Foundation  Tulsa Community Foundation (OK)  Ford Foundation (NY)  The William Penn Foundation (PA)  J. Paul Getty Trust (CA)  The Rockefeller Foundation (NY)  The Robert Wood Johnson  The Kresge Foundation (MI) Foundation (NJ)  The California Endowment (CA)  W. K. Kellogg Foundation (MI)  The Leona M. and Harry B. Helmsley  The William and Flora Hewlett Charitable Trust (NY) Foundation (CA)  The Annie E. Casey Foundation (MD)  The David and Lucile Packard  The Duke Endowment (NC) Foundation (CA)  Carnegie Corporation of New York  The John D. and Catherine T. Robert W. Woodruff Foundation, Inc. MacArthur Foundation (IL)  Walton Family Foundation, Inc. (AR)  Gordon and Betty Moore Foundation  The Susan Thompson Buffett  Lilly Endowment Inc. (IN) Foundation  The Andrew W. Mellon Foundation (  Foundation to Promote Open Society  The Bloomberg Family Foundation, Inc.
  8. 8. Private institutional giving general trend  Movement toward basic services and projects that respond to the economic downturn.  Very risk adverse – go with the tried and true.  Grant commitments: Drop in major commitments, multi-year, and front end loaded grants (more money in year one and then descending amounts in subsequent years).  They expect nonprofits to circle slightly around their mission – drop extraneous and non-mission critical programs. Example: Bullett Foundation  Small money leveraging other small money shows creativity and adaptability.
  9. 9. Private institutional giving general trend – cont’d  Must have done scenario planning (if there is a 10% increase in services and a 10% decrease in funding, what is our plan? If there is a 20% increase in service demand and a 20% decrease in funding, what is our plan? And so on.).  Harder for new applicants to get in the door, but a good time to start relationship building for when things pick up – focus on marketing for the upturn. • High match will make you competitive. • Segment your program design so that budget/program blocks can be removed and the rest of the program remains solid.
  10. 10. Largest Corporate Funders by Total Gifts:Companies in banking and finance accounted for thelargest share of corporate foundation giving1. Sanofi -Aventis Patient Assistance 12. Merck Company Foundation NJ Foundation NJ 13. Coca-Cola Foundation GA2. Bank of America Charitable Foundation N 14. Intel Foundation OR3. Novartis Patient Assistance Foundation NJ 15. MetLife Foundation NY4. GE Foundation CT 16. UPS Foundation GA5. Wachovia Wells Fargo Foundation NC 17. AT&T Foundation TX6. JPMorgan Chase Foundation NY 18. BP Foundation TX7. ExxonMobil Foundation TX 19. California Physicians Service Foundation8. Wells Fargo Foundation CA 20. Abbott Fund IL9. Citi Foundation NY 21. Caterpillar Foundation IL10. Verizon Foundation NJ 22. Eli Lilly and Company Foundation IN11. Johnson & Johnson Family of Companies 23. Boeing Company Charitable Trust TX Contribution Fund NJ 24. PNC Foundation PA
  11. 11. Largest Corporate Total Gifts by Sector1. Chemicals 10. Textiles and Apparel2. Computers/Office Equipment 11. Transportation Equipment3. Food and Agriculture 12. Banking and Finance4. Industrial and Commercial Machinery 13. Insurance5. Paper and Like Products 14. Retail and Wholesale Trade6. Petroleum/Gas/Mining 15. Telecommunication7. Pharmaceuticals 16. Transportation8. Primary Metals 17. Utilities9. Printing/Publishing/Media 18. Other Services Bright Star Grant Consultants, Inc. Copyright ©2010 Renée Bourque, President, PO Box 725, Clinton WA 98236 rené ~
  12. 12. Corporate funding traits  Compared to community and independent foundations, the larger corporate foundations were more likely to allocate funding for the arts and public affairs/society benefit.  Much of the larger share of support for public affairs/society benefit reflected giving for philanthropy and voluntarism, including federated funds.  By types of support, corporate foundations favored program support, followed by general operating support—consistent with giving patterns of independent foundations.
  13. 13. Largest Community Foundations 1. Greater Kansas City Community  14. Community Foundation for Foundation MO Southeast Michigan MI 2. Silicon Valley Community Foundation CA  15. Greater Cincinnati Foundation OH 3. Community Foundation for Greater  16. Oregon Community Foundation OR Atlanta GA  17. Greater Houston Community 4. California Community Foundation CA Foundation TX 5. New York Community Trust NY  18. Marin Community Foundation CA 6. Tulsa Community Foundation OK 1  19. Seattle Foundation WA 7. Chicago Community Trust IL  20. Community Foundation of Middle 8. Foundation For The Carolinas NC Tennessee TN 9. Boston Foundation MA  21. San Diego Foundation CA 10. Columbus Foundation and Affi liated  22. Community Foundation of Greater Organizations OH Memphis TN 11. Communities Foundation of Texas TX  23. Denver Foundation CO 12. San Francisco Foundation CA  24. Saint Paul Foundation MN 13. Cleveland Foundation OH  25. Dayton Foundation
  14. 14. Community Foundation Funding Traits Community foundations prioritized giving for the economically disadvantaged and children Community Foundations have recently allocated a larger share of their grant dollars for operating support than did foundations overall.
  15. 15. Family Foundations: Harder hit overall  Down 4% in 2010 after a 14% increase the year before  Family foundations that almost closed or reduced to bare operations are starting to recover  Lots of staff lay offs resulting in smaller scope and more program officer stress
  16. 16. Family Foundation traits  Larger family foundations were more likely to provide funding for health, education, international affairs, science and technology, and religion than independent foundations overall.  They were less likely to give for human services, public affairs/society benefit, arts and culture, and the social sciences, and gave an equal share for environment and animals.  By types of support, family foundations directed similar shares of giving for program, general, and capital support compared to independent foundations overall.
  17. 17. Tips to steer you straight Relationships are everything. Take time this year to build the relationships you need next year and the year after. Position for the upturn; now is the time to make difficult changes. Communicate with your state and federal legislatures via e-mail, at meetings, where ever you can. Government funding is still your best source for multi-year funding
  18. 18. What funders want you to know • Dana at the Murdock Trust • Mark Dederer at Wachovia/Wells Fargo • Ken Ristine of the Ben B. Cheney Foundation • Cree Zischke of Chase
  19. 19. Sources to stay in the know  The Chronicle of Philanthropy  Council on Foundations  Business journals  Bright Star Grant Consultants Grant Alerts! Sign up now!  Fund Book
  20. 20. Prospect Research Note  Grant making is based on endowment earnings, and at least 5% must be spent of earnings each year over a five year average.  Why? Grant research databases like Foundation Search, Foundation Center, and Grant Station are based on historical tax filings, with 2008 being the most current information.
  21. 21. If you would like to receive announcements for BrightStar trainings or other capacity building opportunities,please send a request to: Thank you for your hard work on behalf of your community.
  22. 22. Renée Bourque, President Bright Star Grant Consultants, Inc. Copyright ©2010 Renée Bourque, President, PO Box 725, Clinton WA 98236 rené ~
  23. 23. Find the listings for our current season of webinars and register at Chris Dumas 707-812-1234 Special Thanks To Our Sponsors