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Competitive Grants: The Investment Process

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"Competitive Grants: The Investment Process" presented by United Way at Winter 2013 NCLGBA Conference

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Competitive Grants: The Investment Process

  1. 1. Competitive Grants: The Investment Process Lance Edwards Community Investment Director United Way of Asheville and Buncombe County 1
  2. 2. Presentation Overview: • Rationale for strategic investment • Preparing for strategic grant making • Defining specifics • The investment process 2
  3. 3. Rationale for Strategic Investment • Many of our community’s needs and issues are as great as ever • Application reviewers need a model that enables them to work towards improving specific community conditions • Potential strategic partners need a clear and logical explanation of United Way's investment priorities • Donors need and deserve a clear explanation of the unique value (and impact) of United Way’s investment strategies 3
  4. 4. Where We Were Funding Council Vision Statement Program funding Adapted from UWA materials by ChangeWays 4
  5. 5. Preparing for strategic grant making 1) Surveyed the community for input 2) Compiled and reviewed local, state, and regional demographic data 3) Collected data from other United Ways that have completed a similar refinement process 4) Recruited volunteers to specific Focus Areas based on expertise 5) Determined focus for investment using resources referenced above 5
  6. 6. Defining the specifics Goal: Shift mindset from funding an assortment of direct services to investing in specific results that can be logically connected to improving specific community conditions How Identify a limited number of specific issues that are well defined and measurable 6
  7. 7. Defining the specifics Focus Area more specific still more specific Even more specific Specific results Adapted from UWA materials by ChangeWays 7
  8. 8. Defining the specifics Focus Area Vision Barrier(s) Communitylevel Results Programlevel Results A strong, caring community 8
  9. 9. Health Vision: We envision a safe community where everyone has the knowledge, resources, access and opportunities to be healthy. Barrier #1: Not all people, homes and communities are safe. Community-level Results M People and the community increase their power to prevent violence and abuse N People experiencing trauma from violence or abuse increase their likelihood of recovery Barrier #2: Many people do not have quality support for preventive health and wellness. Barrier #3: Many people do not have quality primary and behavioral health care. Community-level Results Community-level Results O People have increased awareness of and opportunities for wellness, prevention, and early detection Q Seniors and people with disabilities have the support they need to remain independent and in good health P Children, families and those at risk of poor health increase their physical activity and healthy eating R People increase their use of effective primary, behavioral and dental health care regardless of ability to pay 9
  10. 10. Program-level Results M - People and the community increase their power to prevent violence and abuse - $154,430 • Participants increase knowledge of the signs and progression of violence and/or abuse • Participants have the knowledge and skills to increase safety • Participants improve ability to reconcile conflicts/crisis without violence O - People have increased awareness of and opportunities for wellness, prevention and early detection - $57,981 • Participants increase knowledge and skills to be healthier • Participants increase understanding of their health condition(s) and risks • Participants have increased access to wellness, prevention and early detection opportunities P - Children, families and those at risk of poor health increase their physical activity and healthy eating - $20,975 • Participants increase their physical activity • Participants improve their eating habits • Participants’ core health indicators improve Q - Seniors and people with disabilities have the support needed to remain independent and in good health - $177,429 • Participants increase their ability to live independently • Caregivers increase skills to support senior(s) or person(s) with disabilities • Caregivers reduce their stress 10
  11. 11. The Investment Process 11
  12. 12. The investment process • Release Request for Proposals (RFP) • Provides eligibility guidelines, timeframes and contact information • Contains specific details on what we will invest in (the triangles) • Include parameters (501c3, service area, Standards of Excellence, etc) • Orient Applicants (in person) • Who, what, when, why, where, how (more detail than RFP) • Orient Volunteers (in person) • Who, what, when, why, where, how • Provide Guidance to applicants (until deadline) • Accept, Review, Score and Discuss programs • Make investment decisions 12
  13. 13. Key Elements • Focused plan (why are we investing these dollars?) • Clear communication • Concise application that lets you know: 1) what measurable results you will be buying 2) the likelihood of success • Knowledgeable volunteers • Focus on measurable results 13
  14. 14. Results • Changes in program clients’ knowledge, skills, behavior or condition • Measurable • The return on the investment Examples – improved grades, gained employment, reduced high blood pressure 14
  15. 15. unitedwayabc.org ledwards@unitedwayabc.org 828-255-0696 15

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